Creating presentations in Reports

In the Reports app, you can create a presentation to display tables, charts, and rich content, including images and videos, in a series of slides.

Note

Present replaces Storyboard as the presentation module. Existing storyboards will remain but as read-only.

Permissions

Only Report Admins and Report Writers can create and delete presentations.

Understanding the Presentation Builder

The following screenshot shows the presentation builder.

Options

Number	Option	Description
1	Slide	This is the content slide where content is added for the presentation. Each slide has a flexible layout, that allows you to drop and position objects anywhere.
2	Copy slide	Creates a copy of the current slide. Any styling or content applied on the slide will also be copied.
3	Delete slide	Deletes the current slide.
4	Slide number	Displays the number of the presentation slide.
5	Slide name	Shows the name of the slide.
6	Sub tabs	Manage slides contained in this presentation. You can view a list of slides, reorder them, open another slide, or create a new one.
7	Report Widgets	Search and add existing reports to the presentation. If the report has snapshots and bookmarks, you can add those too.
8	Filter Widgets	Drag filter widgets from this panel, to add filters anywhere on the presentation.
9	Text Widgets	Drag in a Text Widget onto the presentation.
10	Graphic Widgets	The Graphics panels allows you to include graphical elements, such as shapes, icons, and lines to your presentation.
11	Image Widgets	Allows you to add a pre-existing image or a new one through the Image manager.
12	Code Widgets	Used to add Code Widgets or Action buttons to your presentation.
13	Presentation name	Displays the name of the presentation. This can be edited by double-clicking on it, or via the Present properties panel.
14	Undo, Redo	Allows you to undo or redo the last few changes done on the canvas.
15	Preview button	Click to see the preview and test the presentation before publishing.
16	More button	This button lets you perform the following actions on the presentation: Refresh presentation: The options re-runs all the reports in the presentation. Delete Version: Deletes all presentation content created. Caution Deleting a presentation is irreversible and cannot be undone.
17	Publish button	Use this option to publish the presentation, making it accessible to other users.
18	Properties panel	This panel displays configuration properties for the presentation or any selected object. You can use this to configure and customize the selected presentation object, including changing color, font, background, positioning, size and other details. Note that this panel can be easily moved, hidden and expanded again. For more information, see Present Properties / Report Properties
19	Exit	Exits the presentation builder. When exiting, the following options appear. Cancel : Cancel the exit action and go back to the presentation builder. Publish : Publish the presentation. When publishing, you will need to define its name and description, select a folder to save it in, and specify user access details. Close: Close the presentation builder. The presentation will be auto-saved as a draft.

Present Properties

The following table shows the options available on the Present Properties panel.

Property name	Description
Name	View or update the name of the presentation
Left filters	Allows you to hide or display the button for left side navigation filters on your presentation.
Filter Reset Control	If enabled, the Reset button in a Filter Widget control panel will reset the entire presentation to its original state. This will reset all filters, and other presentation interactions, including drill functions, applied by the user.
Default Data Set	This optional setting allows you to specify a default view or data set for your presentation.
Automatic filter linking	Allows you to automatically link your presentation filters when is enabled.

Create a present

Open the Reports app.
The Browse page opens.
Select Create > Present.
The Create New Presentation dialog box opens.
Enter a name for the presentation.
Optional. Select a theme to apply to the presentation.
Click Create.

Add a slide

Complete one of the following actions:
- Click Slides > > New
- Click Slides >
Enter a name for the slide and click Create.
A new slide is created.

Tip

Click Copy to create a duplicate copy of a slide.

Add content to a slide

Add content to your presentation through the widget navigation on the left:

Click Reports to add reports to the slide
1. Enter a search term to find a report to add to the presentation or click on the Advanced link for filtering options.
  You can view detailed information about reports by hovering your mouse over any report and clicking .
2. Drag and drop the report to the presentation content area.
  Result - The selected report is added to the tab.
  Note
  If the report contains multiple content types such as multiple charts or tables, then you can select visualization you want to add.
  Tip
  After adding the report, you can customize it using the Properties panel by clicking on the report widget. For more information, see Report Properties.
  You can further manage the widgets by right-clicking and using the menu that appears.
Click Filter to add filter to the slide
Click Text to add text widgets to the slide
Click Graphics to add icons to the slide
Click Images to add preexisting images or new images added through the Image Manager
Click Widgets to add code widgets and buttons to the slide

Report Properties

The following table shows the options available on the Report Properties panel.

Property name	Supported Template	Description
Name	Canvas & static layouts	Allows you to edit the default report name.
Hide Report Name	Canvas & static layouts	By default, the report name will be hidden on the canvas. Toggle this to show/hide the report name. When shown, the report name appears directly above the report and cannot be formatted.
Report type	Canvas & static layouts	Allows you to change the report’s content type. Example, if your report has multiple charts, you can choose which one to display on the presentation.
Refresh	Canvas & static layouts	Enable this toggle to allow your report to be refreshed periodically once the presentation is published.
Refresh time	Canvas & static layouts	If opting to refresh reports, define frequency of time (in seconds) that the report should be refreshed.
Link interactions	Canvas & static layouts	This button allows you to enable and link interactions to your report, such as drilling, or brushing. To do this, your report must be set up beforehand to allow for these interactions. For example, to perform drilling, the report must have data hierarchy that takes it from one level to another level.
Report Menu
Show Report Menu	Canvas & static layouts	This controls the visibility of the report object menu at the individual report level. Options include: Inherit: (Default selection) The object menu will inherit this setting from a higher level. Note that this menu visibility is also controlled at the canvas level. Never: The report menu will never appear in a published presentation, however will still appear when hovered on in edit mode. Always: The report menu will always appear in a published presentation. Hover: The report menu will only appear when hovered on. Use this to make the menu appear only as long as users hover over it. Note that the individual report level setting will override menu visibility setting at the canvas level. You can further control each of the report widget menu options by choosing to display or hide them using the following configurations.
Export and Print	Canvas & static layouts	Enable this toggle to show the option for print and export in the report widget menu.
Open Report	Canvas & static layouts	Enable this toggle to show the option to open a report in the widget menu.
Toggle Display Type	Canvas & static layouts	Enable this toggle to show the option to switch the display between chart or table in the report widget menu. Note that the toggle option will only appear for reports that contain a single chart and table.
Drill Controls	Canvas & static layouts	Enable this toggle to show the drill up or drill reset options that appear in the report widget menu when a drill function is applied on the report.
Interactions
Allow interactions	Canvas & static layouts	Enable this toggle to allow interactions to be performed on the chart. This toggle allows you to display additional toggles, so you can choose the exact interaction functionality to be enabled on a chart.
Brushing	Canvas & static layouts	Allows users to perform brushing on a chart if enabled. The chart must have brushing capabilities set up prior.
Drill down	Canvas & static layouts	Allows users to perform drill down on a chart if enabled. The chart must have drill down capabilities set up prior.
Drill path	Canvas & static layouts	Allows users to use the drill path on a report if enabled.
Size & location
X	Canvas	Specify the x coordinates of the upper-left corner of the report, in order to position it exactly on your presentation slide.
Y	Canvas	Specify the y coordinates of the upper-left corner of the report, in order to position it exactly on your presentation slide.
Width	Canvas	Specify the width of the currently selected report, in pixels, in order to resize it exactly.
Height	Canvas & static layouts	Specify the height of the currently selected report, in pixels, in order to resize it exactly.
Corners	Canvas	This option allows you to define the roundness of your report border corners. For maximum circular edges, enter half the value of the widget height. For example, if the height is 400 pixels, then set the edge value to 200 pixels. Moreover, any value greater than 200 for the edge, will not have any further effect in this example.
Aspect ratio	Canvas	Enable this toggle to maintain the aspect ratio. This means when increasing or decreasing the report size, it maintains its shape (i.e. the relationship between its width and height). If this is disabled, the report can be stretched out of shape either vertically or horizontally.
Lock widget	Canvas	Enable this toggle to lock the report in its location. This stops you from moving or resizing it. This holds true even when selecting multiple widgets on the canvas. Note that the report widget can still be customized.
Background formatting
Background color	Canvas	Allows you to specify a background color for the report.
Opacity	Canvas	Allows you to specify the transparency of the report’s background color.
Customize padding	Canvas	This option allows you to define a custom padding or buffer around the report, in pixels, when enabled. This includes padding for each side to the report. If disabled, you can still define an overall padding size.
Padding top	Canvas	When custom padding is enabled, this allows you to define padding to be added to the top of the report.
Padding bottom	Canvas	When custom padding is enabled, this allows you to define padding to be added to the bottom of the report.
Padding right	Canvas	When custom padding is enabled, this allows you to define padding to be added to the right of the report.
Padding left	Canvas	When custom padding is enabled, this allows you to define padding to be added to the left of the report.
Padding	Canvas	This allows you to define an overall padding size for the report. This size, defined in pixels will be constant for each report side. To add different sized padding on any of the sides, enable the Customize Padding option.
Border width	Canvas	This allows you to specify the thickness of the report border. Note that to make the border visible, you must define values for all three border properties.
Border style	Canvas	This allows you to select a style for the report border such as dashed, solid, dotted, groove, and more.
Border color	Canvas	This allows you to specify the color of the report border.
Horizontal shadow	Canvas	This option allows you to drop a horizontal shadow on the report, by defining its size in pixels.
Vertical shadow	Canvas	This option allows you to drop a vertical shadow on the report, by defining its size in pixels.
Shadow blur	Canvas	This option allows you to define the sharpness of the report shadow. The smaller the value, the sharper and more defined the shadow will be. For a blurry or softer shadow, provide a bigger value.
Shadow color	Canvas	This option allows you to set a color for the report shadow.
Actions
Click Event	Canvas	Select an event that will trigger when the selected report is clicked. Event options include: None: Use this if you do not wish the widget to trigger an event. Next sub tab: Navigates the user to the next tab within the same presentation. Previous sub tab: Navigates the user to the previous tab within the same presentation. Reset filters: Allows users to clear filter selections, or in case default values are set, then reset filters to their default values. Reset presentation: Refreshes the presentation by clearing any user interactivity performed on it, as well as removing all applied filters. Go to report: Navigates users to a specified report. This report can be specified by providing its report UUID. Go to sub tab: Navigates to any sub tab in the same presentation, where the sub tab is specified by its order number. For example to jump to the forth sub tab, enter 4 in the sub tab # field. Go to URL: Navigates to an external link or page using the specified URL. You can also choose to open the new link in a new tab or window or in the current window.
Report ID	Canvas	If navigating to a report using the Go to report click event, provide the UUID of the report.
Sub Tab #	Canvas	If navigating to a sub tab using the Go to sub tab click event, enter the order number of the sub tab.
URL	Canvas	If navigating to an external page using the Go to URL click event, provide the full URL of the page.
Target	Canvas	If navigating to an external page using the Go to URL click event, specify the page target. Options include: New Tab/Window: Opens the URL page in a new tab or window, depending on your browser’s settings. Current Window: Open the page in the current window. Note Parent Frame and Current Frame are not supported.

Edit a report from the presentation

You can launch the report editing mode from the presentation and return back to the presentation after making the changes. To edit the report from the presentation, perform the following steps:

Click on a report in the presentation.
Click Transform in the upper-right corner of the report.
Select one of the following:
1. Edit Report > Chart to open the Chart tab in the editing mode and click Ok to confirm.
2. Edit Report > Data to open the Data tab in the editing mode and click Ok to confirm.
Make all the required changes.
Save the report:
1. Click Publish
2. Enter a name and description for the report.
3. Specify the content folder and subfolder to define where the report will be saved.
4. Specify the report access and distribution settings.
5. Click Save > Activate.
After activating the report, click Close to return back to the presentation.

Reorder slides

Click Slides .
Drag the appropriate slide into the desired position.

Delete a slide

Click Slides .
Go to the slide you want to delete and click > Delete.
Click Okin the confirmation dialog box.

Save the presentation

Click Publish.
The Save Presentation dialog box opens.
Enter a name and description for the presentation.
Define where the presentation will be stored by selecting the appropriate content folder and content sub folder.
Optional. Click + Add tags to create tags that classify the presentation, or select any existing tags to associate with the presentation slide.
Tip
You can use tags to quickly filter presentations on the Browse page.
In the Presentation Access, specify the access level required:
- Public all users that have access to the content sub folder where the presentation is stored will have access to the presentation
- Private only specific people and / or groups can access the presentation
If you selected Private, define the specific people and / or groups that can access the presentation:
1. Go to the User Access tab.
2. Click in the Search box and select the users you want to give access.
Turn on Theme if you want to save this presentation as a theme.
Once everything is done, save the presentation:
- Save > Activate saves the presentation and makes it available to users with the appropriate access
- Save > Draft saves the presentation as a draft
Note
To Activate a presentation, you must have content in all the slides of the presentation. If not, you can only save the presentation as a Draft.

Edit a presentation

To edit a presentation that is in active mode, do the following:

Open the presentation you want to edit and click the down arrow next to the presentation and click Edit.
In the confirmation dialog box, click Ok.

Delete a presentation

To delete a presentation, do one of the following:

In draft mode, click More > Delete Version, and click Delete to confirm.
In active mode, open the presentation you want to delete and click the down arrow next to the presentation name > Delete, and click Delete to confirm.