📈PDF Report
Overview
The PDF report is a printable summary of the application in an A4 portrait format. Each application can have multiple PDF reports.
You must select some stories and tiles from your application from the Studio to create a clean PDF file.
The PDF report is available in the application navigation from the Home. It is available for App Builders (edition, preview, download and share) and End-Users (preview, download and share).
You can schedule a PDF report for specific users. You can also share your PDF report by email.
Configuration
A PDF is a static file, but Toucan dynamically generates content depending on visibilities, user permissions, and filter selection. If a story or tile is not visible in the application to some end-users, it won’t be visible in the PDF report either.
Creating a PDF linked to your App
Go to the Home of your App
Click on "Create a PDF Report" in the "Tools" section
You can add story or tile rows when configuring a PDF report page. A single row can’t contain stories and tiles at the same time.
You can define 2 texts in the header: one in the top left corner and another in the top right corner. These texts can be formatted (size, fonts, alignment…)
Hint
Files are not interactive!
Remember that stories with filters won’t be usable in a file, so select a filter value when you choose a filtered story.
Advanced story configuration
For each story you add to a PDF report, you can configure the following:
Display narrative: if the story has a narrative, you can display it in the PDF report.
Display HKPIs: if the story has HKPIs, you can choose to display all of them in the PDF report
Use dynamic or fixed filters: if you applied filters to the story, use dynamic filters so the story's content will depend on the values selected by the end-user or fix the value so end-users can’t change it.
Some advice
Paper is not interactive: remember that stories with filters won’t be usable on paper, so select a filter value when you choose a filtered story. By default, default filter values will be used. Only the primary chart for cross-filter stories or stories with two charts will be displayed.
Self-service PDF report
With the self-service PDF report feature, each user can create and edit their own reports.
Editing for App Builders
Users with an "Admin" or "Contributor" privilege can easily design and share their PDF reports directly from staging mode, similar to other layouts (home, stories, dashboards). Once a PDF report is edited or access rights are modified, they can simply publish it for changes to take effect and be visible to all users.
If both an app builder and an end user edit the same PDF report, the app builder must remember to publish their changes so that the end user can see them.
Editing for End Users
Users with "Viewer" privilege can now create PDF reports directly from production mode. Non-technical users do not need to handle data; they can select visualizations created by their App Builders and freely edit their reports, add comments, and more.
Sharing Access to a PDF report
With the self-service feature, each PDF report created is initially private, visible only to its creator. The creator can then choose to share it with other users, giving them either view rights or edit rights.
To share access to a PDF report, follow these steps:
From the list of PDF reports, click the 'more options' menu.
Select 'Manage access'.
In the sharing modal, choose the 'custom' option.
Enter the email addresses of the users you wish to share the PDF report with.
Select view right and edit right, and then save.
The user you are sharing a PDF report with must meet these conditions:
Be a user of the Toucan instance.
Have access rights to the application where the PDF report is located.
The self-service PDF report feature is currently in Beta. Please contact your Customer Success Manager (CSM) to activate it in your workspace.
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