Sharing Reports - Export Settings

To configure the export settings, perform the following steps.

1. On your Sense sheet, select the ancoreShare button for which you want to configure export settings.
2. On the properties panel, click Export Settings.
3. You can choose any of the following options.

• • General
  • PDF Security
  • Download
  • Data Export
  • Preview Window
  • E-Mail
  • Dropbox
  • ancoreShare Store
  • Custom Export

There's also a special feature within the preview window to download or copy the current report page as image.

General

• Show steps and elements: Displays the steps of processing and also shows the caption of the element being processed. 
• Show elements only in edit mode: Also shows the steps but displays the name of elements only when the report is generated or previewed in the Edit mode of the Sense sheet.
• Show steps only: Displays only the number of steps being processed.

The following image shows the popup with the Show steps and elements option selected. Here, you can see that 5 out of the total 8 objects have been processed, and currently, a Barchart is being processed.

PDF Security

Securing PDF reports is important to maintain the integrity of organizational information. All organizations want to secure sensitive information and control PDF permissions.

The Adobe PDF option comes with built-in password protection mechanisms provided by ancoreShare Extension.
You can also specify the user permissions to allow or restrict PDF operations on the report file.

See the PDF Security section to learn more.

Download

Downloading and emailing/sharing reports is one of the most popular ways of distributing reports across most organizations. ancoreShare Extension allows you to download your reports directly from the browser where you are viewing reports in your Sense sheet.

If this option is selected, the PDF or PPTX file is automatically downloaded to your device by clicking the ancoreShare button on your Sense sheet.

This is enabled by default.

Data Export

Data forms the base of all the insights derived from your reports. You may want to use the data shown in your reports elsewhere for calculations or as a source for some other tools or reports like in your Excel environment. Using the Data Export feature, you can enable the extraction of pure data out of all the Table elements in your report in form of Excel or CSV files.

Learn all about this feature in article Data Export.

Preview Window

Enable the preview window option to see a draft of your report in the Preview window before exporting/emailing/downloading the report.

When this option is enabled, the preview window opens by clicking the ancoreShare button on your Sense sheet. You will see a preview of your report before it is downloaded, emailed, or exported to Dropbox, but it will already show the actual image resolution you set (in edit mode it only shows draft quality).

You can also make any last-minute changes, e.g. on the selections in your Sense sheet, and click the refresh button to view the new preview of the report. Once you are sure of the content, you can proceed to download, email, or export the report however you like.

See the Preview Window section to know more about all the other cool options available with it.

E-Mail

As mentioned above, emailing reports is still one of the most popular ways of sharing information among teams and stakeholders across organizations. 

You can send emails by clicking the ancoreShare button on your Sense sheet. All you need to do is, configure your mail provider from Sendinblue or ancoreShare Server, and optionally specify your recipients and email content, and you are done!

You can choose if a preset email is sent automatically with the generated report or if you allow to Show E-Mail Dialog to the user to make changes to the email before sending it. If this option is enabled, you will see an email icon on the preview window header. You can use it to open the email dialog there too.

See the Emailing Reports section to learn how to configure the mail providers and learn more about the email dialog.

Dropbox

This is another cool feature that allows you to upload your reports to a Dropbox folder. If this option is enabled and configured, clicking the ancoreShare button on the Sense sheet generates the report and automatically uploads it to the Dropbox folder specified here.

If this option is enabled, you will see a Dropbox icon on the preview window header. You can use it to upload your report to the specified Dropbox path from there too.

ancoreShare Store

This section offers a link between ancoreSofts two reporting tools ancoreShare Extension and ancoreShare Server.
It enables the user to export the generated report file(s) directly to the ancoreShare Server Recipient Store.

Enter multiple Stores (Recipient Emails) separated by comma.

Custom Export

As the name suggests, this option allows you to access the generated report file via JavaScript and share it on a website, an intranet portal in your organization, or just about anywhere you want. Depending upon your expertise, you can use the expression editor to access the JavaScript API provided by ancoreShare Extension there.

When this option is configured, clicking the ancoreShare button on the Sense sheet will generate the report and then execute the specified JavaScript code.

See Custom Exports With JavaScript for details on how to configure it and see some great examples.

If you are in Sense Edit mode:

1. Select the ancoreShare Extension button.
2. Click the Report Elements tab, and select Adobe PDF, PowerPoint PPTX, or Data Exports only from the drop-down list.
3. Click Execute Draft.