Exporting Report

Helical Insight provides the user with the functionality of exporting the Reports/Dashboards into various file formats. Some of the file formats that Helical Insight supports are PDF, JPEG, PNG, Excel etc.

Note: Users can also add a new ‘Exporting file format’ like .PPT by using exporting APIs

Following are the steps to export a Report/Dashboard:

To export a Report/Dashboard, it should be saved first in the file repository. Then open the same from the file browser (in the same tab). User will then see the option of exporting on the top right corner as shown in the image below:

Exporting Report

 

Click on the Export icon (highlighted in above image) and select the file format in which you want to export the Report/Dashboard.

Options: Users can export the reports/dashboards with different page formatting like adding Header/Footer, changing page layout etc. by using this feature. Frames (templates) can be created for repetitive work.

Exporting Report


















 

To search an already created frame/template, users can use the search bar as shown in the above figure. The already frames/created templates will be displayed below the search bar which the users can select.

  • Click on Edit icon next to Dashboard. You will see the various frames that are available by default. The following frames are available by default:
    1. Always new page extracts all the reports from dashboard and prints each report on a new page.
    2. Dashboard prints the entire dashboard as a single page. This is the default selection.
    3. Landscape exports the reports in landscape mode. By default, it uses A4 as paper size.
    4. Portrait prints the reports vertically. By default, it uses A4 as paper size.

    Also, users can create a new frame by clicking on the “Add your New Configuration Frame” button.

    Exporting Reports










  • Paper Orientation: Select whether reports should be printed in landscape or portrait mode.
  • Paper Type: Select the size of paper being used. (A3, A4, A5, Legal, Letter, Tabloid)
  • Viewport Width & Height: Select the width and height of the export.
  • Zoom factor: Define the zoom factor of the reports while exporting.
  • Margin: Define the margin of the paper.

  • HEADER: Under this tab there are 2 options to define the header:
    1. You can input the header text and define the height, font size, font style, font colour & alignment in the space provided.
    2. Click on “Use HTML Header” and input the HTML code in the editor.
  • FOOTER: Under this tab there are 2 options to define the footer:
    1. You can input the footer text and define the height, font size, font style, font colour & alignment in the space provided.
    2. Click on “Use HTML Footer” and input the HTML code in the editor.
  • SCRIPT: Under this tab, you can define any particular HTML/CSS that you want to add while printing a particular element
  • Frame Name: Enter the name that you want to give to the customized frame. You can create multiple frames.
  • Frame Description: Enter the description that will be displayed when you select this particular frame.
  • Click on Save. Close the popup.

    • NOTE: After implementing redirection at your webserver level it might happen that the exporting might not work. In case if it does not work please try these steps. The reason for exporting not working might be that redirection uses some differnt port and then exporting method will not be able to communicate on that redirected URL. In order to solve this add HTTP connector port inside server.xml file of Apahce Tomcat’s conf folder. You can add this below text at the line number 60

    < Connector port="8080" protocol="HTTP/1.1"
               connectionTimeout="20000"
               redirectPort="8443"  relaxedQueryChars='^{}[]|"' />

    Here port 8080 should be changed to whatever port number which is not being used at any other place.

    After the above step, open the file setting.xml present at ‘..hi-repository/System/Admin” and search for baseURL tag. Change it from its previous value to http://localhost:8080/hi-ee/hi.html
    We have put 8080 since in the previous step we had used 8080 port only. In case if you had used some other port number like 7080 at server.xml then here also please use 7080 only.

    Restart the server and then test.

    For More Info, Contact us at support@helicalinsight.com

    You May Also Like

    Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
    Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
    Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
    Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
    If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
    If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
    Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
    Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
    We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
    We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
    We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
    We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
    A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
    A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
    It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
    It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
    With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
    With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
    Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
    Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
    Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
    Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
    Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
    Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered