Report

Convert a notebook into a report for sharing with Guests.

Report is a snapshot of a notebook designed to allow users only to view the content.

By creating a report, you can safely share analysis results with other members and guests without granting connection permissions.

Key Features

• Focus on Important Pages:

  • Specific pages can be selected.

• Static and View-Only:

  • Report allows creators to share original data without worrying about it being altered. Viewers can access and review important information without altering the content. This ensures creators and viewers that the shared data remains intact and secure.

• Guest Access:

  • Guest is a special workspace role that can only view the report. They do not need access to the notebook or connection, making it possible to share with a broader range of users.

• No Connection Role Required:

  • You can share aggregated statistical data and charts without granting access to the original data.

• Options for Obtaining Query Results:

  • Allow re-execution of fixed SQL to access the latest data in the Warehouse.

  • SQL itself is fixed, but by embedding dynamic parameters, users can change the data they see per situation.

  • Embed data at the time to show only the necessary snapshot of data.

• High Performance:

  • Data is pre-fetched and saved as a snapshot, resulting in faster display speeds.

How to Set Up

• Open the notebook

  • Open the notebook you want to share.

  • Click the Share button in the header and select Report tab.

  • Click Create report button.

• Choose Query Execution Option

  • Choose one option from the Query execution settings:

    1. Embed Fixed Results

       • Show viewers the fixed SQL results.

    2. Allow Fresh Execution

       • Refreshes data with the same SQL queries.

    3. Allow Parameter Editing

       • Explore embedded resources and refresh data with new parameter embedded SQL queries.

• Select Publish pages

  • Choose the pages you want to publish.

• Publish

  • Click the Publish button.

  • (The system will check in the background if you have the necessary permissions to publish the notebook. Once verified, the report creation is complete.)

• Set Permissions for the report

  • Open the report and click Report settings in the top right corner.

  • Add users or groups in the Permissions tab to grant permissions to users in the workspace.

  • Add external users in the Invite tab to invite them as workspace guests.

Notes

Operations related to reports, especially publishing, require complex role combinations. Please refer to the documentation:

Access Control for Report