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    Design Reports
    • 07 Jun 2022
    • 2 Minutes to read
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    Design Reports

    • Updated on 07 Jun 2022
    • 2 Minutes to read
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    Article summary

    Intro

    Design pixel-perfect reports based on all the data available in your Qlik environment with anoreShare!

    • Simple drag & drop
    • Pixel perfect and high resolution
    • Real-time collaborative design process
    • Multipage report designs with page cycle
    • Qlik Expression support 
    • Import / export designs between instances
    • Flexible formatting of multipage tables and pivot tables, repeating headers and conditional formatting down to each cell, as well as free table positioning
    • And many more ...

    Using ancoreShare Server, you can quickly extract, organize, and prepare your data to create engaging reports. With an intuitive drag and drop interface, you get complete flexibility to design your reports, just the way you want them to be.

    As ancoreShare supports all Sense Visualizations and also most third-party extensions, you can add any Qlik visualization like bar charts, scatter plots, maps, KPI charts, gauges, combo charts, filter panels, or pivot tables to your report using simple drag and drop operations. 

    Besides this, you can add your Qlik tables, as true data-driven tables with selectable text content, and not limited to just an image of the table. For better structures and layouts, you can use text elements, lines, and rectangles too!

    Workflow

    We recommend you read the following sections before you start designing your reports.
    Here's the workflow to help you design and share your reports with ancoreShare Server:

    STEP 1STEP 2STEP 3STEP 4
    Create EnvironmentBasic SettingsDesign Content and CollaborateGenerate Report
    Create a Report
    Connect Sources
    Manage Access    		Report Settings
    Page Settings    		Add Elements:
    Charts and Visualizations
    Tables and Pivot Tables
    Text Elements
    Lines and Rectangles
    And Specify Data
    with Filters and Page Cycle    		Export Formats
    Export directly from Designer
    Publish for Jobs

    Navigate through this section - follow the flow and design your report step by step:

    ArticleWhat to expect
    Create ReportStart by creating a new report record, connect it with sources and restrict access.
    Designer InterfaceEnter the Designer - showing you around.
    Import and Export ReportOptionally, transfer reports between separate ancoreShare instances, or start from scratch in the next step.
    Report SettingsMake global settings for your report.
    Page SettingsIndividual settings per report page, set a page cycle, or work with PowerPoint and Excel Templates.
    Elements SettingsSet all the details for each of your elements:
    Filtering DataFilter the data for the content of your objects on multiple levels - all fully dynamically, as you know it from Qlik.
    Export FormatsJust one report makes all the various export formats - learn what to keep in mind there.
    Export from DesignerWhile working on your report you can generate exports in all formats directly in the Designer and see how it turns out.

    Settings

    The following image explains how the settings interact. 

    Export Formats

    Once you have created your design, you can export the report in any of the supported formats to see how the settings would render your report. As you can see in the image below, you can generate seven different export formats from a single ancoreShare report, just with one click.

    When your report is ready to be shared, proceed to create a Job that automatically generates, exports, and distributes it by the scheduler or via alerting conditions.
    You can also provide On Demand access to the reports, which allows users to manually generate their exports from your report.

     



    Next Steps



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