Preview and publish reports
After creating an analysis report, you can preview it to identify and adjust any content that does not meet your requirements. You can then publish the report, export it in a specific format, or share it with other applications.
Prerequisites
You have created a project. For more information, see Create a project.
You have created an analysis report. For more information, see Supported analysis unit types.
Go to the Preview & Publish page
Go to the target project to preview, publish, or share reports.
Go to the project editing page.
Log on to the DataV-Note console.
On the tab, hover over the target project and click Edit.
In the upper-right corner, click Preview & Publish.
On this page, you can perform the following operations:
Preview the report
On the Preview & Publish page, you can preview the report, rearrange its layout, and configure its display style.
The following table describes the operations.
No. | Actions | Description |
1 | Edit the report | If the report content does not meet your requirements, click Back to Edit to return to the report creation page and modify the content. |
2 | Collapse or expand the publish settings panel | Collapses or expands the publish settings panel on the right. The panel is expanded by default. |
3 | Set the report display style | In the publish settings panel, you can configure the following:
|
4 | View the report outline | Hover over the top of the right sidebar to view the report's outline, which helps you quickly understand its content structure. |
5 | Adjust the report layout | Enter layout mode to optimize the report's layout by dragging analysis units or adjusting their height and width. |
Publish the report
On the Preview & Publish page, click the Publish icon to publish the current report. After the report is published, you can perform the following operations.
The following table describes the operations.
No. | Actions | Description | Notes |
1 | Display the report in full screen | Click Open Report Page to display the published report in full screen. | This operation is available only for published reports. |
2 | Copy the report link | Once the report is published, copy its access link to share with others. | |
3 | Update or unpublish the report |
| |
4 | View publication information | Displays the publication status and time of the report. | - |
Export and share the report
On the Preview & Publish page, you can click the
icon and follow the on-screen instructions to export the report to a specific format or share it with other applications.
Export: You can only export an analysis report in the following formats:
JPGimages, PDF, Word, or PPT.NoteYou can edit exported Word and PPT reports.
When you export to PPT, the platform automatically extracts key information.
Share: You can share an analysis report via email, DingTalk, or WeChat.
NoteThe appearance of the shared analysis report varies depending on the application:
Share to email: By default, the analysis report is sent as editable text.
Share to DingTalk or WeChat: By default, the analysis report is sent as an image.
