How to Work with Reports

When exporting a prepared report to PDF, you only need to click Export to create a PDF document. All report settings are saved within the report itself, and you can anytime click Save to keep your changes while working on it.

To prepare a report:

1. Select File > Export > To PDF on the menu bar to open the Export to PDF dialog.

2. Beneath What to export, select Prepared report.

3. Click New.

   Response: The report settings are available.

4. Give the report a Title, and type a Description (optional).

5. Beneath Contents, make sure the analysis pages and individual visualizations you want to include in the report are listed in the Selected contents pane. Include, or exclude, items by dragging them between the Available contents and Selected contents panes.

   Comment: Initially, all pages in the analysis are listed in the Selected contents pane.

   Tip: You can re-order items in the Selected contents pane by dragging them to the wanted positions.

6. For an individual visualization that is added to the Selected contents pane, move the cursor over it, and click . Then make settings that are specific for the type of visualization. For information about the settings, see Specifying What to Export.

7. If you want to export different views of the analysis, that is, repeat pages and visualizations over bookmarks or filter values, follow the instructions in 'To repeat over bookmarks' and 'To repeat over filter values' below.

8. Specify, using the check boxes at the bottom of Contents, whether or not Filtered values, Marked items, and Annotations from the analysis should be included in the report.

9. Specify what content to display in Headers and footers, and put your visual style to them.

10. Beneath PDF page setup, specify settings related to the layout of the report.

11. Click Save.

To repeat pages and visualizations over bookmarks

You can export different views of the analysis, where the views show the states of selected analysis pages and visualizations after applying different bookmarks. Several bookmarks can be applied in one single operation.

1. In the Selected contents pane, select the analysis pages and visualizations you want different views of.

2. Click in the upper right of Selected contents.

   Response: In the Selected contents pane, a thin frame surrounds the section showing what to be exported in different views. In the displayed Repeat over bookmarks dialog, make the following settings:

3. Drag the bookmarks, which you want to apply to the section items, from the Available bookmarks pane to the Selected bookmarks pane.

4. Select which parts of the selected bookmarks you want to apply to the section items; Marked items, Properties, and Filtering.

5. If you apply Filtering, and you have more than one filtering scheme in the analysis, select which Filtering scheme the filter settings should be applied to.

6. Click OK.

   Response: The dialog closes.

7. Click Save.  

To repeat pages and visualizations over filter values

You can, in a single operation, export different views of the analysis, where each view reflects a certain category in a data column. This is done by an automatic, repeated filtering to one category at a time.

1. In the Selected contents pane, select the analysis pages and visualizations you want different views of.

2. Click in the upper right of Selected contents.

   Response: In the Selected contents pane, a thin frame surrounds the section showing what to be exported in different views. In the displayed Repeat over filter values dialog, make the following settings:

3. If you have more than one data table in the analysis, select the Data table that contains the column or hierarchy, whose categories you are interested in.

4. Beneath Filter by, select the column or hierarchy that contains the categories you want to filter to.

   Comment: Only columns containing categorical values are available for selection.

   Response: The categories you can filter to are listed beneath Values to repeat over.  

5. If you have more than one filtering scheme, select the filtering scheme you want to apply.

6. In Values to repeat over, select the categories you want to filter to for the section items in the report.

Comment: For hierarchies, you must select Hierarchy level to repeat over.

Result: Report pages for the selected analysis pages and visualizations will be created for one category at a time.

7. Combining filters might lead to empty results due to totally filtered out data. If you want to include also empty results in the report, for example for reference purpose, select Include empty pages.

8. Click OK.

   Response: The dialog closes.

9. Click Save.

To edit what is repeated over

Sections, which show what to be repeated for getting different views of the analysis, are surrounded by thin frames in the Selected contents pane. You can edit what to be repeated over.

1. Move the cursor over the upper right corner of a section, and click .

   Response: Depending on what is repeated over, either the Repeat over bookmarks dialog opens, or the Repeat over filter values dialog.

2. Make your changes in the dialog according to the procedures above, and click OK.

   Response: The dialog closes.

3. Click Save.