Self-service PDF Report
Last updated
Last updated
With the self-service PDF report feature, each user can create and edit their own reports.
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.
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.
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.
