Interactive reports

Publish an interactive report

1. Open the notebook in the editor.

2. Open the Report builder in one of the two ways:

   • Click the Build report button in the upper right corner of the editor screen.

   • Select Main menu | File | Build report

3. Do one of the following:

   • Publish a report using the original structure of the notebook

   • Prepare a report using the Report builder before publishing

   Refer to the Build and publish reports topic for more details about the tool.

The newly published notebook is added to the Reports list on the Home page or your respective own workspace.

Manage published interactive reports

After you publish an interactive report, you have the following options to manage it:

• Update a report after editing the respective notebook, editing the report itself, or changing the publishing settings. For all these cases, open the Report builder and click the Update report in the lower left corner. For more details about changing publishing settings, refer to Build and publish reports.

• Manage published interactive reports from your Home page or other workspaces:

  1. Select Reports to view all your published reports.

  2. Click the ellipsis for the interactive report that you want to manage.

  3. Select the following actions from the context menu:

     • Open: to open the report

     • Share: to open the sharing dialog and revoke access to the report or copy the link to its page

     • Edit copy: to open a copy of the respective notebook in the editor

     • Download: to download the respective notebook as an .ipynb file

     • Remove: to unpublish the report (without deleting the respective notebook)

View an interactive report

1. Open a report:

   • If you're an invited collaborator, click the link in the invitation email.

   • If you're the report owner, you can use the link right after publishing the report or open the report from Reports on the Home page.

2. After you open the report, expand the table of contents (if generated in the original notebook) on the right side of the screen.

   

Work with interactive reports

As a collaborator with access to an interactive report, you can view the report and dynamically change the respective data presentations. Report owners can also edit original notebook code, while all viewers can edit code in their individual copies of the original notebook.

1. Open an interactive report using the provided link. In the image below, there is an interactive report containing a table and a chart.

   

2. Try using the provided controls. In the example below, the controls are:

   • A slider used to select a number of rows displayed in the table (changed from 5 to 8)

   • A dropdown used to select a column for the Y axis (changed from kernel_python 3.4 to kernel_python 3.6)

   

3. (Optional) If the report owner switched off Reactive mode, to calculate the entire report, click the Recalculate all button in the upper right corner of the report.

4. To save a table as a .csv file, click the Download .csv icon in the upper left corner of the table.

5. To add a comment to a report cell:

   1. Hover over the cell that you want to comment.

   2. Click the Add comment icon next to the upper right corner of the cell. If there are no comments left to the cell yet, the icon is grayed out; if there are comments, the icon is green.

   3. In the comment view, click Add comment. A text field will appear in the comment view.

   4. In the text field, type your comment.

   5. After the comment is written, click the Post button.

      After the comment is added:

      • A separate thread is created that will contain the original comment and all replies to it. Multiple comments form a stack of threads, all displayed in the same comment view for the respective cell.

      • The comment will be marked with a REPORT label when viewed in the notebooke editor.

   In the image below, you can see a comment view with two threads. One of the comments was added in the report and marked accordingly.

   

6. To edit a code cell in the original notebook, hover over the cell and click the Go to code icon in its upper right corner.

   

7. Alternatively, report viewers and report owners can edit a copy of the original notebook. To use the option, clock the Edit copy button in the upper right corner of the report.

Manage interactive report content

Use the report menu (located in the upper right corner) to manage the content of the report. The options will vary based on your access.

This is how the report menu looks when viewed by the report owner.