Working with a report

In this section, you will learn how to work with a report:

• Creating a report
• Adding, moving, or deleting pages
• Configuring widgets
• Configuring a report
• Configuring pages
• Exporting a report

Creating a reportCreating a report

You can create a report in one of the following ways:

You can export the created report.

Adding, moving, or deleting pagesAdding, moving, or deleting pages

You can add multiple pages to a report, change their order, or delete them:

• To add a page, click Add Page at the bottom left.
• To duplicate a page, in the preview area, click the icon next to the page and select Duplicate.
• To change the order of pages, drag them to a new location using your mouse.
• To delete a page, in the preview area, click the icon next the page and select Delete.

Configuring widgetsConfiguring widgets

You can add, copy, or delete widgets in your report. When overlapping widgets, you can move them to the foreground or background.

Adding a widgetAdding a widget

1. Select the report page you want to add the widget to.

2. Select a widget: Chart, Text, Title, or Image. To immediately place the widget in the required location on the page, drag it with the left mouse button held down.

3. Configure your widget:

   Image

   Chart

   Text

   Title

   • Add a link to an image hosted in the Yandex Object Storage storage.

     Warning

     In Yandex Object Storage you must set the CORS settings for the bucket with the image:

     • Allowed Origins: https://*.yandex.cloud
     • Allowed Methods: GET, HEAD

   • (Optional) Specify an alternative text to display if the image fails to load.

   • (Optional) Disable the option to save the aspect ratio when resizing the widget. This option is enabled by default.

   • (Optional) Set a background.

   • Name: Widget name. If the Show option is enabled (by default), the name is displayed at the top of the widget.
   • Chart: Select a chart from the list of items or provide a link to your chart.
   • (Optional) Description: Text displayed at the bottom of the widget.
   • (Optional) Under Parameters, list chart parameters and set their default values. If no default values are set, the report will display an error.
   • (Optional) Set a background.

   • Enter the text of your link, clarifying caption, etc. The widget supports the Markdown markup language.

     Warning

     If you are inserting an image hosted in the Yandex Object Storage storage into a widget, set the CORS settings for the bucket containing the image:

     • Allowed Origins: https://*.yandex.cloud
     • Allowed Methods: GET, HEAD

   • (Optional) Set a background.

   • Enter title text.
   • Select size.
   • (Optional) Set a background.

4. Click Add.

5. Resize the widget and move it to a convenient location on the page.

6. In the top-right corner, click Save.

You can copy and paste an already created widget onto the page:

• From any page of the current report.
• From the page of another report in the same workbook.
• From any dashboard in the same workbook.

To paste a copied widget onto a page:

1. Click the icon next to the widget you want to copy and select Copy. You can copy a widget from a dashboard in edit mode.
2. Select the report page you want to paste the widget into.
3. On the widget panel at the top, click Insert.
4. Resize the widget and move it to a convenient location on the page.
5. In the top-right corner, click Save.

Deleting a widgetDeleting a widget

1. Select the report page the widget is located on.
2. Click the icon next to the widget and select Delete.
3. In the top-right corner, click Save.

Moving a widget to the foreground or backgroundMoving a widget to the foreground or background

Widgets on the page are arranged in layers that overlap each other. You can set the order of widgets on the page manually:

1. Select the report page the widget is located on.

2. Click the icon next to the widget and select:

   • Foreground to move the widget to the foreground.
   • Background to move the widget to the background.

3. In the top-right corner, click Save.

When you select or move a widget around the page, it is automatically overlaid on top of other widgets. Once you stop working with the widget, it will return to its layer.

Configuring a reportConfiguring a report

Report settings apply to all its pages:

1. At the top right, click Report settings.

2. Customize the appearance:

   • Theme: Select a page design theme: light or dark.
   • Background color: Specify a color in hexadecimal format or select a color from the color palette.
   • Format: Select a format: A4 or A3.
   • Orientation: Select an orientation: Album or Portrait.

3. Set footer settings:

   • DataLens standard footer: Adds a footer: Built in Yandex DataLens.
   • First page footer: Repeats the footer on the first page. By default, the footer is not displayed on the first page.
   • Page numbering: Adds a page number to the footer.

Configuring pagesConfiguring pages

You can set individual settings for each page that differ from the general report settings. By default, the page is set to report settings.

1. Select the report page you need to configure.

2. At the top right, click Page settings and enable the required settings:

   • Theme: Page design theme: light or dark.
   • Background color: Specify a color in hexadecimal format or select a color from the color palette.
   • Format: Page format: A4 or A3.
   • Orientation: Page orientation: Album or Portrait.

3. In the top-right corner, click Save.

Exporting a reportExporting a report

To export a report, click Export. The report is exported to a file in .pdf.