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Embedding & Using Analytics: Report Builder

Overview and Enabling Report Builder

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.

Enable Report Builder

  1. Navigate to the backend of the system (e.g. http://curatorexample.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 "Toolbar Buttons (Curator Actions)" section.
  6. Click to toggle on the "Report Builder" function and click the "Save" button.

Download one or more dashboards as a PowerPoint or PDF presentation

  1. Navigate to the frontend of the system (e.g. http://curatorexample.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 PowerPoint button to create a PowerPoint presentation of the specified slides. Click on the PDF button to create a PDF presentation of the specified slides.

Adding all Tabs from a Single Workbook

When capturing slides for your Report Builder Report, you may want to capture the entirety of a workbook that has been embedded into Curator. This setting can be enabled by administrators and will present an optional button in the Report Builder modal in addition to the standard "Capture Dashboard" button. To enable this additional button:

  1. Click on Settings > Curator > Portal Settings in the left navigation.
  2. Click on the "Report Builder" tab.
  3. Click to toggle ON the "Enable Workbook Capture" button and click the "Save" button.