Printing in Discover

Discover reports can be printed or exported, regardless of whether or not they have been saved. Any dynamic interactions applied at the time of export (like drill down, dice, sorting, filtering, slicer interactions, and so on) will be reflected in the exported content.

Opening the Print & Export dialog

To print the currently open report:

  • Click Print in the Status Bar (green arrow below).
  • In the Chatbot, type print.

Either option opens the Print & Export dialog, where you can select your settings. For more information, see Print & Export Settings.

The subscription button is similar in effect to printing (orange arrow), except users can automate the future or recurring printing and distribution of documents.

Print & Export dialog

The Print & Export dialog in Discover shares most of the same features as the print dialogs through the application.

Output

Depending on the output type, the following settings are available:

Graphic Output Types

The print options for HTML, PDF, PNG, Power Point, and Word. When creating a PNG, only Image Quality and Scale are relevant:

Paper Type
  • Select the "paper size" that you want to use from the drop-down. Tip: You should select a size that is appropriate to your region, like A4 or Letter.
Orientation
  • Landscape: Make the output orientation landscape.
  • Portrait: Make the output orientation portrait.
Image Quality
  • Set the image quality to low, medium, or high.
Scale
  • Scale to Fit: Scale images to fit the output.
  • No Scale: Don't scale images.
Other sizing and layout
  • Default Margins: Set margins to the default size (30 pixels). Clear the checkbox to customize the margin size.
  • Show Title: Show the Title of the discovery in the output.

Excel Files

  • You can show or hide the title and breadcrumbs for visuals, freeze worksheet panes, ignore styling, and merge common cells.

Printing or Exporting to Excel involves a number of adjustments to the export process. Click here for more details about this process.

CSV, JSON, and XML Files

  • Show unique names: Include unique names for each value.
  • Show caption as column header: Include the caption as a column header. Where this option is not selected, the column header caption is null.
  • Remove value based filters: Where a value-based filter has been applied to data, select this option to export the entire dataset rather than only the filtered values.
  • Delimiter: (CSV only.) Indicate which character should be used as a delimiter in the CSV. This can be one of Comma, Pipe, Semi Colon, Space, and Tab.

Note: Exporting and printing to JSON, XML, and CSV is not available in the Community edition.

Headers and Footers

In Discover, users can add headers and footers to the rendered pages. From the Header \ Footer tab:

Enable Headers or Footers

  • To enable headers, select the Header checkbox.
  • To enable footers, select the Footer checkbox (purple arrow above).

Configure Headers or Footers

  • Header \ Footer Area Height: Set the area height (in pixels) of the header or footer.
  • Font Style: Select the font formatting options, including font type, size, text color (using the Color Picker), and emphasis (bold, italic, or underline).
  • Add Element to Header: Use the buttons to copy a variable representing a page number, time, date, report name, or user name into the Left, Center, or Right Section of the header or footer. By default, each is added to the Left Section field, but you can select either Center Section or Right Section to copy the variable into that field instead.
  • Sections: Add content to the Left, Center, or Right of the header or footer using the fields: Left Section, Center Section, or Right Section.

Note: Headers and footers that have been configured will only appear in the output if they are enabled.

Spooling

Select the Spool Print Job checkbox (bottom left) to send the print job to the job spooler. This allows the engine to process the job in the background while you can continue using the application. When the print is complete, you can retrieve it from the spooler tool.

Share Export

Opens the Share Content dialog. You can share your artifact with other users (recipients), either by attaching the exported content to an email or by sending a Share Link to the recipient for access in Pyramid. For more information, see Share Content dialog.

Related information

Data Source Authentication

If you’re using Windows Authentication or SAP Logon Tickets to connect to your data source, you may be prompted to enter Authentication credentials when saving your changes.

  • Click here to learn more about Data Source Authentication.