Report configuration

Entry point

On the Quick BI homepage, follow the guide in the figure to navigate to the report configuration page.

Query control configuration

Parameters

• Remember query conditions

  In the query control configuration section, select Remember query conditions to persist a user's last query inputs. When enabled, the system saves the values a user selects after they click Query. The next time the user opens the report, the query controls are pre-populated with those saved values.

• Null value display

  In the query control configuration section, choose how query control dropdowns handle null values: Show null values, Hide null values, or Configure per filter.

  • Show null values — Null values appear in the dropdown list for all query controls.

    

  • Hide null values — Null values are hidden from the dropdown list for all query controls.

    

  • Configure per filter — Control null value visibility for each query control individually using the Show null values for filter options checkbox. When the checkbox is selected for a query control, its dropdown shows null values. When cleared, null values are hidden.

    

• Maximum number of manual entries (default: 1000, maximum: 10000)

  In the query control configuration section, set Maximum number of manual entries to any integer up to 10000.

  

  Note

  • The default value is 1000 and the maximum is 10000. Enter any integer within this range.

  • A very high limit may cause query failures on some databases. Keep this value at the default unless you have a specific requirement.

View mode functions

Parameters

• Select the toolbar functions that users can access when viewing a dashboard in view mode. Functions left unselected are hidden from viewers. The following functions are available:

  ①: Intelligent Q (Q&A, Q-Insights)

  Note

  • The Intelligent Q icon appears only when at least one of Q-Insights or Q&A is selected. The table below shows which feature opens by default for each selection combination:

    Q-Insights selected	Q&A selected	Clicking the Intelligent Q icon opens
    No	No	Icon is not displayed
    Yes	No	Q-Insights
    No	Yes	Q&A
    Yes	Yes	Q-Insights (you can switch to Q&A)

  • 

  • Before Q&A is available to viewers, enable it in the dashboard Q&A settings and grant users Q&A permission in the configuration panel under Q&A > permission management. A user can see the Q&A entry point only after you grant them permission. For more information, see Dashboard Q&A.

  • To enable or disable Q-Insights globally, go to the configuration panel under Intelligent Q > Q&A > global settings.

  ②: Edit

  ③: Export

  Note

  Export is controlled from the configuration panel under enterprise security > data security > export control, not from this page. Go to export control to enable or disable export.

  ④: Linkage

  Note

  The Linkage button appears in view mode only when a linkage is triggered on the page.

  ⑤: Share

  ⑥: Comments

  ⑦: Metric monitoring (alarm)

  ⑧: Favorite

  ⑨: Add to Q-Report

  ⑩: More (Custom Menu)

  The following figure shows the toolbar when all functions are selected.

• Drag items to reorder them in the toolbar.

  

• Select Hide view mode functions by default to collapse the toolbar when users open the dashboard preview page. Users can click the icon to expand the toolbar.

  

  

Font configuration

Parameters

• Alibaba PuHuiTi

  Select Use to enable the Alibaba PuHuiTi font. Once enabled, Alibaba PuHuiTi appears as an option in the font style selector for report pages.

  Note

  Enabling this font may affect report performance.

• Custom fonts

  Add and manage local font packages for use on report pages. Quick BI matches fonts by font code against packages installed on the client. If the font code does not match or the font is not installed on the client, Quick BI falls back to the default font.

  1. Open the Custom font management window:

     • If no custom fonts have been added, click Click to add.

     • If custom fonts have already been added, click the icon to the right of Added.

       

       

  2. In the Custom font management window, enter the font name and font code.

     Note

     • The font name appears in the font style selector in report font settings.

     • The font code must match the font package installed on the client. If it does not match, or if the font is not installed, Quick BI falls back to the default font.

     

     To add multiple fonts, click Add.

  3. Click Save.

     

  4. To delete fonts:

     • Delete a single font: In the Custom font management window, click the icon next to the font, click OK in the confirmation dialog, and then click Save.

     • Delete all fonts: On the report configuration page, click the icon to the right of Added and click OK in the confirmation dialog. Alternatively, click Delete all in the Custom font management window.

       Note

       Deleting all custom fonts cannot be undone.

       

• Default font

  Set a default font style. Once set, this font becomes the default for all report pages.

  

Default automatic linkage

Parameters

Enable or disable Default automatic linkage. When this organization-level setting is on, automatic linkage is enabled by default for all dashboards.

For more information about configuring automatic linkage, see Configure automatic linkage.

Edit mode functions

Parameters

Select Allow copying preview link to let dashboard authors share a preview link with others.

A preview link lets others view saved but unpublished content for verification. The copy link button appears in the upper-right corner of the dashboard edit page when the author enters preview mode.

For more information about copying a preview link, see Copy preview link.