Report View

Introduction

The Report View allows users to generate, view, and customize reports using the charts, pivot tables, and data grids created in the Chart Builder (check the Charts Docs). And Also the outputs from the python notebook cells that are selected to be in the Report builder as well (check the Notebook documentation)

Getting Started

  1. Launching the Report Builder: Navigate to the report page and select your desired report from the list.
  2. Running a Report: Click the Run Report button to execute the report with the current parameters.

Customizing Reports

Add Charts, Pivot Tables, and Data Grids

On the left menu, click on the 3 dots next to the chart and then click on Add to Report to add the chart to the report.

Add to Report Example

Add Notebook Outputs

Insite the Notebook module, toggle Add to Report Builder on any cell to include that cell’s final output (HTML table or image) in your report. Add to Report Example.

Edit Mode

  • To enter edit mode, click the Edit button if you have editing permissions. In edit mode, you can:

    • Set Cell Width

    Set Cell Width Example

    • Set Cell Height

    Set Cell Height Example

    • Drag and Drop Cell

    Drag and Drop Example

View Mode

  • View mode is intended for presenting the final report.
  • Elements are locked in place, and interactive editing is disabled.

View Mode Example