Report Actions
The report actions are the operations available from a report's drop-down menu when it is viewed on a dashboard.
Which actions are available depends both on the report's configuration and the user's role.
Edit
To edit a report, select Edit from the drop-down menu. You will be taken to
the report editor.
Duplicate
To duplicate a report, select Duplicate from the drop-down menu. The
duplicated report will appear on the dashboard either next to or below the
existing reports, depending on where the available space on the dashboard grid.
The duplicate of the report is completely independent of the original report.
Duplication of an existing report is thus a convenient starting point for a new
report.
Move
To move a report to a different (or new) dashboard, select Move from the
drop-down menu. You will be prompted to select or create the target dashboard.
Refresh
To manually refresh a report, select Refresh from the drop-down menu. A manual
refresh has the effect of cancelling any currently running executions for the
report (including those started by an earlier manual refresh that did not yet
finish) before starting a new query execution. While the refresh is in progress, a
progress indicator appears in the top-right corner of the report title.
Cancellation of running queries is only a "best effort". Cluvio cannot guarantee that running queries stop execution on your database before new queries are started.
Download CSV
To download the report's data in CSV format, select Download CSV from the drop-down
menu. The CSV data contains the data as it is returned by the report's SQL
query (or R script, if any).
The size of the CSV download is limited to 50MB or the plan-specific maximum number of rows in the SQL result, whichever limit is reached earlier (see Plans Comparison). On Pro plans and above, you can enable an "Unlimited" CSV download option in the report settings. See also Download CSV (Unlimited).
Download PDF
To download the report as a PDF, select Download PDF from the drop-down menu.
A dialog opens that shows the progress the of PDF generation. Once complete, a
download link appears on the dialog.
Click on Download to download the PDF. The PDF shows the report as it is seen
on the dashboard for the user performing the action.
If the report does not have current data when the download starts, the dialog shows Waiting for data while the report's query runs, and the PDF is rendered once the results are in — so it shows the report's data rather than a report still loading. A download waits for as long as the query is allowed to run on your plan, and never more than 15 minutes, after which it renders what is there.
Download Image
To download the report as an image (PNG), select Download Image from the drop-down menu.
A dialog opens that shows the progress the of image generation. Once complete, a
download link appears on the dialog.
The image shows the report as it is seen on the dashboard for the user performing the action. As with the PDF, the dialog shows Waiting for data while the report's query runs, and the image is rendered once the results are in.
Download CSV (Unlimited)
Not available on the Free plan (see Plans Comparison)
The "Unlimited" CSV download option prepares a CSV file for download that is as large as your plan allows (up to a customer-specific "unlimited" size for Enterprise plans). Furthermore, this action must be explicitly enabled for a report in the report settings.
When selecting Download CSV (Unlimited) from the drop-down
menu, a dialog opens that shows the progress the of CSV export. Once complete, a
download link appears on the dialog. The export may have to wait its turn before
it starts, in which case the dialog says Export is queued until it does.
Just like for the regular CSV download, the CSV data obtained through Download CSV (Unlimited)
contains the data as it is returned by the report's SQL query (or R script, if any).
Download Excel
Not available on the Free plan (see Plans Comparison)
To download the report's data as an Excel sheet, select Download Excel from
the drop-down menu. The workbook contains an Info sheet listing the report
name, a link to the live report, when and by whom the export was generated, the
applied filter values, and the data timestamp, followed by a sheet with the data
as it is returned by the report's SQL query (or R script, if any).
Share via E-Mail
Not available on the Free plan (see Plans Comparison)
To share a report via E-Mail, select Share via E-Mail from the drop-down menu.
You will be taken to the Create Schedule dialog on the
Schedules overview page, with the dialog prefilled for
the selected report. Configure the schedule as desired and save it. You can then
either manually trigger the schedule or leave it to trigger automatically
according to your configuration.
Delete
To delete a report, select Delete from the drop-down menu. You will be
prompted for confirmation to prevent accidental deletions.
Accidentily deleted reports can usually be recovered. Please contact support@cluvio.com for help.