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Report Generator: template upload and report export

This is step 4 of Report Generator. When the template is linked, upload it to the dashboard. After that, anyone can download a fresh report with one click.

File rules

  • Template: a .pptx file (lowercase extension), up to 10 MB. PowerPoint template files (.potx) are not accepted: save the file as PowerPoint Presentation (.pptx).

  • Script (optional): a .yml file. See automation with YAML script.

  • If a file name turns red in the upload window, the file type is wrong.

Upload a template

  1. Open the dashboard and switch to EDIT mode.

  2. In the left menu, click Reports → Add new report.

  3. Enter a report title.

  4. Drag your .pptx file into the window, or click to choose it. Optional: add a .yml script the same way.

  5. Check the tab (“on tab”). Only elements on this tab are used in the report. The tab field is shown only when the dashboard has more than one tab.

  6. Click Create.

Change or delete a report

In EDIT mode, open Reports in the left menu and click a report title. There you can:

  • rename the report or move it to another tab;

  • upload a new template or script (it replaces the old one);

  • click Download files to get the current template and script as a ZIP file;

  • delete the report.

Reports are listed in alphabetical order. To choose your own order, start the titles with numbers, for example “1. UA_brand”, “2. AA_brand”.

Report and tab

Each report belongs to one dashboard tab and uses only the elements on that tab. Placeholders that point to elements on other tabs stay empty: charts are left out, and text boxes show "No dashboard widget found for this element."

To build one report from several tabs, see combine several tabs into one report.

  • To see a report's tab: left menu → Reports. The tab is shown under each report title.

  • To change the tab: click the report title → choose the tab → Save.

report-tab connect.png

Download a report from the top menu

  1. Click the download icon in the top toolbar.

  2. In the Reports section of the list, click the report title.

  3. The PowerPoint file downloads when it is ready.

report export 1.png

Here is a short video example:

Download a report with a report button

A report button puts the download right on the dashboard. Everyone who opens the dashboard in VIEW mode can use it.

  1. In EDIT mode, click the Create a report button icon in the toolbar.

  2. Choose the report the button downloads (if there is more than one).

  3. Optional: in the left panel, change the button's Label and Tooltip.

  4. Switch to VIEW mode and click the button.

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What you get

  • A PowerPoint (.pptx) file named <dashboard name>_<report title>.pptx. With a report button, the button label is used instead of the report title.

  • The data uses the filters currently selected on the dashboard. To create slides for several filter options in one file, use a YAML script.

  • Large reports can take a few minutes. Keep the page open until the download starts.

Something looks wrong? See troubleshooting.