Quick BI allows you to export report resources, such as dashboards and workbooks, as files. This feature supports various business scenarios, such as report distribution, offline viewing, presentations, and data archiving, to help users efficiently communicate and analyze data in different environments. Organization administrators can configure export data types and channels for their organization on the export control page. This topic describes how to enable and configure the report export feature for your organization.
Access
On the Quick BI homepage, follow the steps in the figure below to navigate to the export control configuration page. On this page, you can configure Switch settings, Basic settings, Standard export settings, and Self-service data retrieval settings.
Switch Settings
You can enable or disable all resource exports and public link exports for the entire organization. When a switch is turned off, the corresponding export feature is disabled for all users in the organization.
Parameter | Description |
Allow export | Controls whether to allow exporting resources and self-service data retrieval files. If this switch is turned off, no resources can be exported from the organization, and the self-service data retrieval feature is also disabled. |
Allow export for public links | Controls whether to allow exporting through public links for resources such as dashboards, workbooks, ad-hoc analysis, and self-service data retrieval. If this switch is turned off, public links for these resources cannot be exported. |
Basic Settings
To make exported files easier to identify and manage, you can customize the default filename to include business information. For example, adding a timestamp helps you quickly find reports from a specific period. You can also set the export channel to local or server to support flexible storage and distribution scenarios.
Parameter | Description | |
Export Name | Set the default name for exported resources. Click the
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Export Channel | Set the export channel for resources. You can select local, server, or both.
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Use Export Name for Server Storage | If you select Server as an Export Channel, you can choose whether to apply the default filename settings from Export Name to files stored on the server. If selected, this naming convention is enforced for server exports, and the filename cannot be changed during the export. You can select OSS as the Server Type. | Object Storage Service (OSS) is a server-side option that uploads and stores exported reports in a cloud-based bucket. This method is suitable for scenarios requiring internet access to files or integration with other cloud-based applications. The following parameters must be configured:
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icon to open the Field Expression Editor window. You can combine variables to create a default filename, with variables separated by underscores (_). The following variables are supported:
Standard Export Settings
You can use the standard export feature to quickly export the currently displayed data directly from the dashboard interface. This method is suitable for exporting small datasets (up to 10,000 rows).
You can configure the Export Format, Default Export Type, Image Data Export Method, and Watermark Settings for more precise control. For example, you can restrict the export format to PDF, ensure exported Excel files retain their original Quick BI formatting, or enforce a default watermark on all exported files.
If a crosstab contains more than 10,000 rows, you can create a self-service data retrieval task directly from the dashboard interface. This allows you to quickly export large amounts of data from the crosstab without reconfiguring fields in the self-service data retrieval interface. For more information, see Create a data retrieval task from a crosstab.
The parameters in standard export settings only apply to exports of up to 10,000 rows.
Parameter | Description |
Export Format | Select the file formats available for exporting a report. Supported formats include Image, PDF, EXCEL, and WORD. Note Only Xiao Q reports can be exported to WORD. |
Default Export Type | If EXCEL is selected under Export Format, you must specify whether the exported Excel file should retain its formatting.
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Image Data Export Method | If you select EXCEL as the export format and choose export with formatting, you can specify whether to allow image fields to be exported as images within the Excel file when exporting from a dashboard.
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Watermark Settings | This setting controls whether users can hide watermarks. If you disable the option to manage watermarks for each report individually in the central Watermark Settings, report creators will not be able to turn off the Show Watermark option in the Page Setup > Advanced > Basic Settings of the dashboard editor. |
Self-service Data Retrieval Settings
Unlike standard exports, self-service data retrieval is designed for exporting large datasets with millions of rows. You can configure settings for these exports here.
Parameter | Description |
Self-Service Data Retrieval File | This setting determines the number of times a self-service data retrieval file can be downloaded. By default, the file can be downloaded multiple times. If you select Single-use only, the generated file can be downloaded only once. This helps prevent data leaks and unauthorized redistribution, for example, by preventing former employees from re-downloading sensitive business information from existing files. |
Related Operations
The settings on this page are at the organization level. If exporting is disabled at the organization level, it is also disabled for all workspaces by default. If exporting is enabled at the organization level, each workspace can still individually disable it. Similarly, standard export settings for a workspace use the organization-level settings by default. For example, if the option to export as Excel is not selected for the organization, the Excel option is also unavailable within its workspaces.
For information on configuring exports at the workspace level, see Configure export control for a workspace.