Managing Visualizer Reports

Visualizer provides the standard report operations, including:

To save a report

1. To save a report, click Save .  If it is the first time to save the report, the File Navigator opens.
Tip: From a dashboard, you can save a new version of a Visualizer report by clicking Dashlet Actions and selecting Save As.
2. In the left column, select either a Private or Share folder.

Tips:

Visualizer reports in the private folder will not be accessible to other users.

To allow other users to access a Visualizer report when sharing a space, save the report to the shared folder.

The report name must be unique within a folder.

Folders that have been created in both Designer and Visualizer are displayed here although only Visualizer reports are individually listed. Reports created in Designer can only be opened from the Designer module.

A Visualizer report cannot be moved to a different folder from within the Visualizer module. With the 5.27 release, you can create, rename or delete folders in Visualizer. Space Administrators can still move reports to different folders and create and delete folders using Admin -  Manage Access - Manage Report Catalog. See Managing Files in the Report Catalog.

3. Type a name for the Visualizer report in the text box, then click Save.

Visualizer saves the report with a .viz.dashlet filename extension to the selected folder location. It then closes the Report Navigator, and displays the name of the report in the menu bar. The report stays open and ready for more modifications.

Tips:

Hover over the name of the report to see the path of the report.

To start fresh with a new visualization click Reset .

Once a visualization report is saved, you can add it to a dashboard.

To open a report

1. Click Open (the file icon).
2. The File Navigator displays your private folder and the shared folder.
Tip: You can use the Search box to look for a report by name.
3. Select a folder to see the list of reports in that folder then select the report to open in Visualizer.
Important: Folders created in either Designer or Visualizer are displayed in the File Navigator although only Visualizer reports are listed. Reports created in Designer can only be opened from the Designer module.

To copy a report

1. Open the report you want to copy.  
2. To save a copy click Save As .  The File Navigator opens.
3. Type in the new name of the new report.
4. Click Save As.
5. The File Navigator closes and the new report displays for editing.

To export a report from Visualizer

  1. Open the report in Visualizer.
  2. Click Export and select from the available export formats.

    • PDF - retains Visualizer formatting
    • PowerPoint - retains Visualizer formatting.
    • Data to Excel - unformatted data
    • Excel Pivot Table - unformatted data

  3. Once selected confirmation of file export will appear in the top right of the screen.

Important: To export a report, the user must belong to a user group that has downloads enabled.

To rename or delete a report

1. Open the File Navigator as described in the previous section.
2. Navigate to the report you want to rename or delete.
3. Scroll to the report listing.
4. To rename the report, click Edit  on its listing. Type the new name then click Save.
5. To delete the report, click Trash   on its listing. After you confirm the deletion, the report is no longer displayed.
6. Click Done to close the File Navigator.

Create/Delete/Rename Folders in Visualizer

As of the 5.27 release, you can create, rename, and delete folders directly from Visualizer.

To see the report query

1. In edit mode, click Query.  

The BQL query or multiple queries that ran on the server display.
2. You can copy the query.
3. Click Done.

Tip: You can also see the logs that record how the queries go to the data store. See Using Log History.

Learn More

Visualizer Report Basics

Working with Chart Reports

Working with Tabular Reports