Consolidated Report
The Consolidated Report tab lets you group multiple scheduled visualizations and Excel Add-in files into a single report. This is useful when you want to deliver a single, consolidated PDF document instead of sending separate outputs for each visualization.
The option to create a consolidate report is available only when the output format is set to PDF.
When to use a consolidated report
- Sending one file instead of many: Combine multiple PDF-formatted visualizations into a single report to simplify delivery.
- Simplifying distribution: Ensure each recipient receives one consolidated report instead of several separate files.
- Keeping formatting consistent: Maintain a uniform layout and presentation when sharing multiple related reports.
Create a consolidated report
- From the visualization list, select the visualization formatted as PDF. Use the search box to help find the visualization you need.
For each visualization, you can view the type, view name, data model name, view type, environment, filters, and custom name. - Set the required properties to generate and save a consolidated report.
Consolidated report properties
Use these properties to format and customize the consolidated report:
| Property | Description |
|---|---|
| Name | Enter the name of the consolidated report. Select the translation icon to add labels for different languages—ideal for multilingual environments. |
| Cover Page | Enable to include a cover page in the consolidated report. Once enabled, click the pencil icon next to the toggle to open the cover page editor. |
| Table of Contents | Enable to automatically generate a table of contents for the consolidated report. The table is created from the visualizations and Excel Add-in Views you select. The table of contents appears after the cover page (if enabled) and before the first report page. You can reorder selected visualizations and Excel Add-in files by dragging and dropping them in the desired sequence in the list at the bottom. |
| Page Setup | Configure page settings for the cover page and table of contents, including layout and formatting options. |
Consolidated report page setup
You can customize the following properties for the cover page and table of contents. To configure page setup for individual visualizations, use their specific page setup options.
| Property | Description |
|---|---|
| Orientation | Select the page layout: Portrait or Landscape. |
| Paper Size | Choose a standard page size (such as A4 or Letter). For custom dimensions, select Custom Size and enter the desired Width and Height. |
| Unit | Set the unit of measurement for the report, such as Inches or Centimetre. |
| Width | Displays the width of the page. This value updates automatically according to the selected Paper Size and can be changed when Custom Size is selected. |
| Height | Displays the height of the page. This value updates automatically according to the selected Paper Size and can be changed when Custom Size is selected. |
| Page Number | Enable page numbering for the report and choose the position from a drop-down list. If enabled, page numbers appear on all pages, including the cover page and table of contents. |
| Size | Adjust the font size used in the consolidated report. |
| Margins | Set page margins for the consolidated report. A live preview in the Page Setup window reflects margin changes in real time.
|
Example
Suppose you select four visualizations for distribution and choose to generate two as PDFs and enable consolidation for those. The distribution will send out:
- One consolidation PDF containing the two selected visualization.
- Two separate files for the remaining visualizations (since they are not consolidated).
So, a total of three reports are sent to recipients.