Question

generate pdf file of a scheduled report containing data and a graph

I have a report containing data and a chart, and using an agent (scheduled auto-execution) I want to email this report (data and graph) in pdf format. Pega has any OOTB rule to generate the report pdf with the data and chart?

attached a screenshot of the report

thanks.

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Pega
December 10, 2019 - 9:16am

December 12, 2019 - 6:07am
Response to mahab_GCS

mahab_GCS thanks for the information, but it's not what I need. I don't have the PDF file to send by email.

I need to generate the PDF file of a Report that containing data and a chart, and then send it by email. The PDF file has to be generated through an Agent scheduled.

December 15, 2019 - 1:13pm

Hello,
someone knows some solution to this problem: through an Agent (scheduled) to generate a PDF file of a Report that has data and a graph, I need the PDF file to content the data and the chart.

thanks.
Miguel

December 15, 2019 - 11:23pm
Response to Miguel Calderon

Hi,
Did you explore the OOTB report scheduling feature?. It would help you identify the necessary rules you've to configure to achieve this.

December 16, 2019 - 3:54am
Response to MAHI302446

Hi MAHI302446,

Do OOTB report scheduling feature has some option to get in a pdf file the data and chart of the scheduled report?
 

Pega
December 19, 2019 - 5:43am
Response to Miguel Calderon

Hello,

The OOTB Report Scheduling provides us the ability to receive a copy of the report  by email each time the scheduled report runs. We have an option to choose the file format as PDF/Excel. However when a report containing chart is exported by the scheduling wizard in PDF format , the chart is not exported and only the data part is received in PDF file as output.

Please go through the below link to see if the alternate way mentioned here to export chart in scheduled report to PDF file is helpful to you.

https://community.pega.com/sites/default/files/help_v72/reporting/rpt-scheduling-reports-tsk.htm

Thanks.

December 27, 2019 - 10:05am
Response to chouk1

Hi chouk1,
thanks for your answer, but Pega no longer supports PhantomJS.
Have you tried the solution with PhantomJS yourself?
In another post I already commented that the solution with PhantomJS does not work.
This is the link:https://community1.pega.com/community/pega-support/question/exporting-chart-scheduled-report-pdf-file-not-works-phantomjs

Do you know any other solution?

Thanks.

January 10, 2020 - 12:45pm

Hi,

A possible solution might be that from the agent (scheduled auto-execution) call the OOTB activity "HTMLtoPDF" and it generate PDF file with the data and graph of the report, and then send this pdf file.

is the OOTB activity "HTMLtoPDF" valid for this purpose?
Can a Pega support technician answer me if the proposal to use the OOTB activity "HTMLtoPDF" is correct?

Thanks.