How to Customize Email Subject & Body for Explore Data Scheduled Reports in Pega 25.1.2

General
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1

Hi Team,

We are currently using the Explore Data feature in Pega (version 25.1.2) to schedule and send reports via email.

In earlier versions, we had the ability to configure:

  • Email Subject

  • Email Body (similar to Correspondence rule configuration)

However, in Pega 25.1.2, while scheduling reports, we only see options for:

  • Schedule frequency (one-time/recurring)

  • Immediate or later execution

  • Adding recipients

There is no option to customize the email subject or body, and the report is sent as an Excel attachment with a default message.

I have attached a video demonstrating how I configured the report scheduling. Kindly review it and share your thoughts or suggestions.

Could you please help with the following:

  1. Is this a limitation or expected behavior in Pega 25.1.2?

  2. Is there any recommended way to customize the email subject and body?

  3. Are there any workarounds using:

    • Correspondence rules

    • Notification framework

    • Job Scheduler / Activity customization

We are looking for a way to control the email content before sending it to users.

Appreciate your guidance on this.

Thanks,
Vijay Ganesam

2

Hi Team,

As per my understanding, This is expected behavior in Pega 25.x. The Explore Data scheduling feature currently does not support customization of email subject or body and sends a default email with the attachment.

My recommended approach:
I would suggest using a Job Scheduler + Activity instead of Explore Data scheduling. In the activity, you can:

  • Execute the Report Definition / query

  • Format the output (CSV/Excel)

  • Use SendEmailNotification or Correspondence rules to fully control the email subject and body

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