CSA Reporting & Analytics Flashcards

In Pega, what does 'drill-down' functionality in a chart report allow users to do?

Answer: Click a chart segment to navigate to a filtered list of the underlying records

Drill-down in a Pega chart lets users click a data point or bar to open a filtered list report showing the individual records that make up that aggregate.

In Pega, what is a 'Gauge' widget on a dashboard used for?

Answer: To display a single key performance metric as a visual indicator against a target range

A Gauge widget in Pega dashboards visually represents a single KPI value within a defined scale, making it easy to assess performance at a glance.

What is the purpose of adding a 'join' in a Pega Report Definition?

Answer: To combine data from two related classes/tables in a single report query

A join in a Pega Report Definition links two data classes so the report can retrieve and display properties from both in the same query.

In Pega, how can report data typically be exported for further analysis outside the platform?

Answer: Using the 'Export to spreadsheet' (XLS/CSV) option available on list and summary reports

Pega reports include a built-in export option that allows users to download report results as XLS or CSV files for external analysis.

Which Pega report configuration helps managers track how long cases or assignments have been open (aging)?

Answer: Adding a computed elapsed-time column using pxCreateDateTime and filtering by status

Work aging reports in Pega typically compute elapsed time from case creation or assignment start using date arithmetic on system timestamps.

In Pega, what is the 'Report Definition' property 'Max results' used for?

Answer: To limit the number of records returned by the report query to prevent performance issues

The 'Max results' setting in a Pega Report Definition caps the number of rows returned, protecting database performance on large datasets.