Print and Export

There are numerous points in the application allowing users to print and export content. The options appears in several apps, but it has different functions. The print button usually appears in the status bar of each app in the pro client (but not always).

  • Model - prints out the model flow summary document.
  • Discover - prints out the current report
  • Publish - launches the "print-now" publication engine for the template
  • Present - the printing option is only available once the presentation is running (from either the right-click context menu or the dashboard fly-out menu).

Printing is not available for:

  • Formulate has no printing options
  • Illustrate - has no printing options, because the illustrations are normally printed has part of presentations or publications

Print Dialog

When printing content, the user is presented with a common print and export dialog that has subtle differences based on the app.

Note: When printing the summary from Model, the user is not prompted with a dialog. The content (as PDF) is simply returned directly to the client.

Common Settings

The following settings are common to all the printing dialogs in each app:

  • Output Type: PDF, PowerPoint, Word, Excel, HTML, PNG, Comma Delimited text(CSV), JSON text, XML text
    • If exporting to Excel, choose whether or not to freeze worksheet panes. See below for more details on exporting to Excel.
    • When exporting to PowerPoint or Word, choose the image quality
    • Some of the text options are not available when exporting multiple queries, since they are designed to only hold a single query structure.
  • Page orientation: Landscape or Portrait. Note: the page orientation should match the page's design to best reproduce the layout
  • Paper Size or Type: These are choices for the physical "paper" size. The printed output will be sized based on the paper size chosen. Note: the page size should match the page's design size to best reproduce the layout.

Beyond the common settings, each app has some specific print / export options.

Export to Excel

When exporting to Excel, each visualization is exported as a matrix grid to a separate Excel sheet (unless the exported visual is a tabular or raw results grid, in which case it will be exported as a flat). The sheet tab is named according to the report title, which is also added at the top of the Excel sheet.

For performance reasons, an evaluation based on the machine's memory takes place when exporting to Excel, limiting the amount of cells that can be exported:

  • On a 32G machine and above, the limit is 9M cells.
  • On a 24G machine, the limit is 7M cells.
  • On a 16GB machine, the limit is 5M cells.
  • On an 8GB machine or less, the limit is 3M cells

If the limit is reached, all cells will be exported to CSV, rather than Excel. Note that CSV is a flat/ raw grid format.