######### Reporter ######### The Reporter application in d3VIEW allows us to create reports from our data directly in the platform. Make edits, design and customize reports to download as a PPT or PDF to share. .. thumbnail:: /_images/Images/Reporter/reporter_illustration_sept14_v2.png :title: **What Will Be Covered** * Accessing Reporter * Editing * Layouts and Themes * Customization * Sharing and Exporting ********************* Accessing Reporter ********************* Reporter connects to all d3VIEW applications but it's more commonly accesses through the Simlytiks and Workflows applications. Let's go over how to open the builder from these applications. Simlytiks =============== To edit reports via the Simlytiks application, go to Export > PowerPoint. .. thumbnail:: /_images/Images/Reporter/ExportPowerPointfromSimlytiks.png :title: Export PowerPoint from Simlytiks .. centered:: :sup:`Figure 1: Export PowerPoint from Simlytiks` | In the next window, choose Yes to configure in the builder at the bottom (1). Then, click Export (2). .. thumbnail:: /_images/Images/Reporter/ConfigureinBuilderandExport.png :title: Configure in Builder and Export .. centered:: :sup:`Figure 2: Configure in Builder and Export` | From here, the builder will automatically open with our Simlytiks pages as slides. .. thumbnail:: /_images/Images/Reporter/ReportBuilderfromSimlytiks.png :title: Report Builder from Simlytiks .. centered:: :sup:`Figure 3: Report Builder from Simlytiks` | Workflows =============== To edit reports via the Workflows application, open the Report Generator worker after executing the workflow. Learn how to set this worker up here. .. thumbnail:: /_images/Images/Reporter/OpenReportGeneratorWorker.png :title: Open Report Generator Worker .. centered:: :sup:`Figure 4: Open Report Generator Worker` | Click on View Report to open the builder. .. thumbnail:: /_images/Images/Reporter/ViewReportfromReportGeneratorWorker.png :title: View Report from Report Generator Worker .. centered:: :sup:`Figure 5: View Report from Report Generator Worker` | The builder will open with our configured report pages as the slides. .. thumbnail:: /_images/Images/Reporter/ReportBuilderfromWorkflows.png :title: Report Builder from Workflows .. centered:: :sup:`Figure 6: Report Builder from Workflows` | ******************** Slides ******************** Let's go over our reporter slides. .. thumbnail:: /_images/Images/Reporter/ReporterSlides.png :title: Reporter Slides .. centered:: :sup:`Figure 7: Reporter Slides` | Navigate between slides at the bottom of the page. Use the double arrows to hide the slide navigation. .. video:: _static/movies/Reporter/SlideNavigation.mp4 :width: 100% | | Add Slide ============== Add a new slide at the top of the page. .. thumbnail:: /_images/Images/Reporter/AddSlide.png :title: Add Slide .. centered:: :sup:`Figure 8: Add Slide` | We will be prompted to choose from our currently saved slide layouts. Default layouts include the d3VIEW title and blank slides. .. video:: _static/movies/Reporter/AddSlide.mp4 :width: 100% | | Layouts ============== Under the layouts tab on the left side, we can update our current slide layout as well as upload more slide layouts. .. thumbnail:: /_images/Images/Reporter/SlideLayoutOptions.png :title: Slide Layout Options .. centered:: :sup:`Figure 9: Slide Layout Options` | There are two options for uploading layouts: 1. Extracting from PPTX: upload a powerpoint with slide layouts you wish to include. Reporter will extract these layouts from the file. 2. Upload Layout: upload a d3VIEW generated layout. .. thumbnail:: /_images/Images/Reporter/ExtractorUploadLayouts.png :title: Extract or Upload Layouts .. centered:: :sup:`Figure 10: Extract or Upload Layouts` | ******************** Designing ******************** Let's go over ways we can design our slides. Editing Charts =============== Click on a chart or chart title until it is outlined in red to edit it. .. thumbnail:: /_images/Images/Reporter/ClickonChart.png :title: Click on Chart .. centered:: :sup:`Figure 11: Click on Chart` | We can resize our charts and update the title text as we like. .. video:: _static/movies/Reporter/EditChart.mp4 :width: 100% | | We can also change the visualization settings but right-clicking on the highlighted chart, and choosing "Edit Chart". .. video:: _static/movies/Reporter/ReporterEditChart.mp4 :width: 100% | | Elements =============== Under the Elements tab on the left side, we can add shapes, lines and arrows to help annotate or highlight areas of our slides. .. thumbnail:: /_images/Images/Reporter/AddElements.png :title: Add Elements .. centered:: :sup:`Figure 12: Add Elements` | Drag-and-drop or click to add an element. Click on them to resize, move or recolor. .. video:: _static/movies/Reporter/AddElements.mp4 :width: 100% | | Media Files =============== Under the Media Files tab, upload images or GIFs to add to your slides. .. thumbnail:: /_images/Images/Reporter/UploadMedia.png :title: Upload Media .. centered:: :sup:`Figure 13: Upload Media` | Once uploaded, they will appear in the media library along with the built-in media options for us to add to any of our slides. .. thumbnail:: /_images/Images/Reporter/MediaLibrary.png :title: Media Library with Uploaded Image .. centered:: :sup:`Figure 14: Media Library with Uploaded Image` | Drag-and-drop or click to add an image to the slide, and resize or move by clicking and dragging. .. video:: _static/movies/Reporter/AddMedia.mp4 :width: 100% | | Text =============== Under the Text tab, add headings, subheadings or body text to your slides. .. thumbnail:: /_images/Images/Reporter/AddText.png :title: Add Text .. centered:: :sup:`Figure 15: Add Text` | Click to add them to the slide, and make any necessary edits such as resizing, moving and recoloring. .. video:: _static/movies/Reporter/AddText.mp4 :width: 100% | | ******************** Customizing ******************** Let's go over a couple ways we can customize our report further. Themes =============== Under the Themes tan on the left side, we can upload a d3VIEW generated report theme (10 or choose from a solid theme (2). .. thumbnail:: /_images/Images/Reporter/UploadorChooseTheme.png :title: Upload or Choose Theme .. centered:: :sup:`Figure 16: Upload or Choose Theme` | Watermark =============== We also have an option to add a watermark to all slides under the Watermark tab. .. thumbnail:: /_images/Images/Reporter/AddWatermark.png :title: Add Watermark .. centered:: :sup:`Figure 17: Add Watermark` | ******************** Sharing & Exporting ******************** Let's go over ways we can export our report for sharing. Slide Show =============== Use the Slide Show button to preview your report before exporting. .. thumbnail:: /_images/Images/Reporter/SlideShow.png :title: Slide Show .. centered:: :sup:`Figure 18: Slide Show` | This is also a great option for presenting to colleagues without having to export the report! .. video:: _static/movies/Reporter/Slideshow.mp4 :width: 100% | | Downloading =============== Click on the Export button to start downloading the report locally. .. thumbnail:: /_images/Images/Reporter/ExportDownloadReport.png :title: Export Report .. centered:: :sup:`Figure 19: Export Report` | Choose between a PPT or PDF file type and whether to include editable tables or the d3VIEW logo. Click Export again to start the download. .. thumbnail:: /_images/Images/Reporter/DownloadFile.png :title: Choose File Type, Editable Tables and Logo, Then Export .. centered:: :sup:`Figure 20: Choose File Type, Editable Tables and Logo, Then Export` |