Hi all,
We are working within Agile Studio, but we need some assistance with setting up proper reporting parameters. We need categories to be set up so we can differentiate between up to 30 different types or categories (construction, education, lifestyles, etc.). We haven’t been able to use the ootb version to allow us to report properly. We have tried to use other fields within the enclosed pages and the defaults are not accommodating.
Please advise our options.
Thank you!
Les Melghem
Agile Studio is built on Pega; extending the data model + views and using Report.Tthe reporting ruleset is the supported way to let users create/organize custom reports and report categories without touching locked product rulesets. You can get filterable reporting on custom categories by adding a governed taxonomy field to Agile Studio work items and reporting on it with a dedicated reporting ruleset.
Add a governed “Category” field : Create a Data type (e.g., Org-Data-Category) with your 30 values, and add a property on the relevant Agile Studio work item classes like User Story, Bug, Feature. Expose the field on the create/edit views so authors can set it consistently.If you prefer free-form tagging alongside the governed list, Agile Studio also supports tagging work, which you can combine with the governed Category.
Enable a reporting ruleset and save your reports there : Add an unlocked reporting ruleset and reference it in the access groups that will build/save reports in Report Browser. Without this, you manot be able ti add new report categories or save custom reports.
Build reports using Report Definitions (RDs): Create RDs on the appropriate Agile Studio classes and add your Category column and filters.RD rules support custom columns, filters, charting, descendant class reporting, and can source from the Pega database. Save the reports to the new reporting ruleset and surface them in the Report Browser.
