Publishing Reports
Preview the report
The Preview feature enables you to see the report with actual data. It resolves all token values and applies all filters. Use it to verify your configurations. If you defined a Report Group, the report will be divided into separate tabs, one per each distinct value from the associated column.
To preview the report, click the Preview button. If you included parameters in the report, the Parameters panel displays, prompting you to enter values for the parameters before the report can be displayed.
The report displays in its final format. To return to edit mode, click Edit.
Note: Reports are currently limited to 200 pages and 1,000 tabs.
Download reports to PDF
Pixel-perfect Reports enables you to download completed reports in PDF format. If you defined a Report Group, the report is divided into separate tabs, one per each distinct value from the associated column. You can choose to download a PDF of only the current tab or a ZIP file containing PDFs of all the tabs in the report.
To download a PDF
Click the Preview button to display the report with data resolved from the selected dataset column.
- If you included parameters in the report, the Parameters panel displays, prompting you to enter values for the parameters before the report can be displayed.
To download the tab you are currently viewing, click the Download icon and select Download Report to PDF. The Download File dialog displays indicating that the file will be exported.
If you defined a Report Group, you have the option to create PDFs of each tab (downloaded together in a single ZIP file). To download all tabs, click the Download icon and select Download All Reports to PDF. The Download File dialog displays indicating that the file will be exported.
On the Download File dialog, select one of the following options:
- Wait for processing to complete.
- Receive an email with a download link. The link expires in 7 days.
Click Download.
Send reports via email
The Send Email action in Workflows/Automation supports Pixel-perfect Reports. It currently supports one report per email action. Note that you can add other types of attachments (files, chart exports, and dashboard exports) to the same action. The email is sent to the address of the user ID in the widget or the logged in user.
For more information, see the "Send an Email" section of Send Actions.
Embedding reports
The Pixel-perfect Reports widget enables you to embed this feature into applications. For more information, see Pixel-perfect Reports Widget.