What is the first major step in creating reports?

Creating a report in Pega begins with establishing the report definition rule. This foundational step is essential because it outlines the primary structure and focus of the report, including what type of data will be pulled and how it will be organized. The report definition serves as a blueprint, detailing how the report will present the information, which is crucial before any other elements, such as filters and columns, are added.

Once the report definition is created, the other components, such as specifying data sources, adding columns, and applying filters, can be effectively addressed. Each of those activities relies on the parameters set during the creation of the report definition. For instance, filters and columns are applied based on the criteria and fields denoted in the report definition, making it the critical first step in the reporting process.