1. Titles and Toolbars

    2. Homepage

    3. Curator Styles

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

    6. User Customized Metrics

    1. Tutorials

    2. Search

    3. Managing Menus

    4. Menu Items

    5. Keywords

    6. Files

    7. Notices

    8. Loading Screens

    1. Embedded Tableau Server Views

    2. Thumbnails

    3. Tagged Workbooks

    4. Favorites

    5. Email Subscriptions

    6. Data Export

    7. Download Workbook

    8. Share Workbook

    9. Custom Views

    10. Pause/Resume Changes

    11. Dashboard Titles

    1. Filters

    2. Parameters

    3. Apply Button

    4. Filter Categories

    5. Hidden Sticky Filters/Parameters

    6. Specify Filter Sheet

    7. Mark Commenting

    8. URL Action Overrides (Link Target)

    9. Hidden Dashboards

    10. Replace Dashboard URLs

    11. Site Switcher

    12. Cache Filter/Parameter Options

    1. Data Manager Basics

    2. Web Data Connector (WDC)

    3. Connecting to Data Manager

    4. User Commenting

    5. Field Calculations

    1. Overview and Enabling

    2. Report Builder: Scheduled Reports Option

    3. Report Builder: Email Option

    4. Report Builder: Watermark Text

    1. Automatic License Provisioning

    2. Just-in-time (JIT) Provisioning

    3. Users and Groups

    4. Reset User's Password

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    1. E-mail Configuration

    1. Force SSL

    2. Trusted Tickets

    3. Basic HTTP Authentication

    1. Import / Export

    2. Backend Users

    3. Frontend Users

    4. Updating License Key

    5. Linux: Cron Troubleshooting

    6. Filesystem Permissions

    7. Backend Administrator Password Reset

    8. Dependency Updates

    9. Manual Restoration of Curator Backup

    10. Updating Curator Logging

    11. Third Party Cookies

    12. Troubleshooting Load Times

    13. Curator Backup

    14. Taking a Manual Full Backup

    1. System Upgrade

    2. Disable Curator Upgrades

    3. Offline Upgrades (Airgapped)

    4. Troubleshooting Upgrades

    1. Scripts

    2. Commands

    3. Subscription Routing

    1. Curator API Overview

    2. Integration

    3. Curator API

    4. Tableau API

    5. Content

    6. User API

    1. Username Mapping

Documentation: Report Builder

Overview and Enabling

The system can allow users to export one or more dashboard snapshots as a Microsoft PowerPoint or PDF presentation.

This functionality requires that trusted ticket authentication is enabled and it only works for dashboards which correspond to a workbook view on the Tableau Server specified in the Integrations > Connections settings. See the Trusted Ticket Authentication section for more information.

If enabled you can upload a custom PowerPoint template to be used on each export. You can find this under Settings > Curator > Portal Settings > Report Builder.

To enable Report Builder:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Settings > Curator > Portal Settings in the left navigation.
  4. Click on the "Features" tab at the top of the main page content.
  5. Scroll down to, and expand the "Subnav Buttons (Curator Actions)" section.
  6. Click to toggle on the "Report Builder" function and click the "Save" button.

To download one or more dashboards as a PowerPoint or PDF presentation:

  1. Navigate to the frontend of the system (e.g. https://www.site.com).
  2. Log in if prompted.
  3. Navigate to the desired dashboard by using the navigation menu.
  4. Modify the filters, etc. as desired on the dashboard.
  5. Click on the presentation icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the dashboard.
  6. Click on the camera icon to take a snapshot of the current dashboard as a presentation slide.
  7. Repeat steps 3-6 as desired to create the slides that should be included in the presentation. Note: You can navigate to other eligible dashboards to add as slides to the same PowerPoint presentation.
  8. If you need to rearrange the ordering of the slides, you can drag and drop them as needed.
  9. If you need to delete all of the slides, click on the trash can icon to remove them and repeat steps 3-6 as desired to add the correct slides. If you need to delete a single slide, drag and drop the slide on to the trash can icon.
  10. Click on the presentation icon button to create a PowerPoint presentation of the specified slides. Click on the file icon button to create a PDF presentation of the specified slides.