Manage Lite Discoveries

Once you've built your lite discovery, you can save it to your own personal content folder, or share it with other Pyramid users. You can also export it to a format of your choice in order to print it, or share it with others outside of Pyramid.

Once you've saved your discovery, you can open it, edit it, save changes, or save a new version of it. Depending on whether or not you share your discovery, other users may also be able to open, edit, and export it.

You can also export and print your discovery, or create a scheduled subscription.

Save and Share

To save your lite discovery, click the save icon which is located above the Dimensions panel.

From the Save As dialog, you will be able to save your discovery in 1 of the 3 content folders: My Content, Workgroup Content, and Public Content.

Content Folders

My Content

'My Content' is your own personal content folder. Private content or content that you don't want to share with others should be saved here.

Note: Admins can view content saved to your My Content folder.

Workgroup Content

The content in your 'Workgroup Content' folder is accessible to all other users who share your security roles. It is a shared domain designed to easily share content among users without the need to define content security. Content that you want to share with other users who share your security roles should be saved here.

Note: users who have access to the content saved to the Workgroup folder have full write permissions to that content.

Public Content

'Public Content' is another shared workspace like Workgroups. However, role access per folder and content item can be specifically set, providing more granular control of who can do what with the items. As a non-admin user, you can determine whom within your role groups will be able to see or change this content. Administrators, however, will be able to set this access amongst all roles in the system.

Saving from Analyze Further

If you built your lite discover via the Analyze Further tool, you will only be able to save it to your My Content folder.

Learn More

Click here for more details about saving and sharing your discoveries.

Print and Export

In order print your discovery, or save a copy of it outside of Pyramid, you can export it or send it to the job spooler, regardless of whether or not it's been saved. Any dynamic interactions applied at the time of export will be reflected in the exported discovery.

Adding a discovery to the job spooler allows you to download it from within Pyramid later on.

How to Export a Discovery

To export your discovery or send it to the job spooler, click the print icon above the Dimensions panel.

From the Print and Export dialog, select the required format and configure the settings as required.

Learn More

To learn about the formats and settings exposed in the Print and Export dialog, click here.

Subscribe

Users can orchestrate the automated delivery of selected Discover reports using Subscriptions which effectively exports or prints the content in a selected document format and distributes it on a scheduled basis.

Configuring a subscription involves choosing an output, defining the schedule, and setting up distribution via the bulletin board or email. This offers a way to share data discoveries on a scheduled basis, ensuring you can keep an eye on changes to your key metrics.

Note: this feature is available with the Enterprise Edition license only.

Note: when subscribing to content and distributing it to other users, the subscription runs as the initiating user. The recipient to whom the subscription is distributed receives the same data as the initiating user. This means the recipient may see unsecured data.
If you want to distribute data dynamically, sending different data from the same report to different users, this is done by configuring dynamic distribution of publications. In this case, the recipient will only see data for which they have permissions.

• Click here to learn how to configure subscriptions for your data discovery.

Open and Edit

There are a few different ways to open saved data discoveries. Once the discovery is opened, you can edit as needed, as long as you have the required permissions.

You can open your discoveries from the Content Explorer, the Quick Open menu, the Pyramid homepage, and via a direct link. Once you've edited the discovery, you can close it discard changes, or click the Save icon above the canvas to save changes.

Learn More

For more details about opening and editing existing discoveries, click here.