Report configuration

Entry point

From the product homepage, navigate to the report configuration page as shown in the following figure.

Query control configuration

Parameters

• In the query control configuration section, select Remember query conditions.

  When this option is enabled, the system remembers the query conditions that a user sets after running a query. The next time the user opens the report, their previously selected values appear in the query control.

• In the query control configuration section, you can select Show empty values, Do not show empty values, or Configure whether to show empty values in each query condition.

  • If you select Show empty values, any empty values will be displayed in the drop-down lists of all query controls.

    

  • If you select Do not show empty values, all query controls will hide empty values from their drop-down lists.

    

  • If you select Configure whether to show empty values in each query condition, you can individually configure the Show empty values for query condition enumerations option for each query control.

    

    In this case, when Show empty values for query condition enumerations is selected for a specific query control, its drop-down list displays any empty values. If deselected, empty values are not displayed.

• In the query control configuration section, you can set the Maximum number of manually entered values.

  

  Note

  • The default value is 1,000, and the maximum value is 10,000. You can enter any integer in this range.

  • Setting an excessively high limit may cause queries to fail on some databases.

View mode functions

Parameters

• Selecting an option in this section enables the corresponding function for users viewing a dashboard. If you do not want users to perform these actions, leave the options unchecked. The following functions are available in view mode:

  ①: Intelligent Q (Q-Assistant, Q-Analysis)

  Note

  • If neither Q-Analysis nor Q-Assistant is selected, the Intelligent Q icon is not displayed.

  • If both Q-Analysis and Q-Assistant are selected, clicking the Intelligent Q icon opens Q-Analysis by default, with an option to switch to Q-Assistant.

    

  • If Q-Assistant is selected but Q-Analysis is not, clicking the Intelligent Q icon opens Q-Assistant by default.

  • To use Q-Assistant, you must enable it in the dashboard settings by selecting Enable Q&A and grant users permission for the relevant dashboard under configuration panel > Q-Assistant > permission management. Only then can users see the entry point for Q-Assistant. For more information, see Dashboard Q-Assistant.

  • If Q-Analysis is selected but Q-Assistant is not, clicking the Intelligent Q icon opens Q-Analysis by default.

  • You can also enable or disable Q-Analysis by navigating to configuration panel > Intelligent Q > Q-Assistant > Global Settings.

  ②: Edit

  ③: Export

  Note

  The export function must be enabled or disabled from configuration panel > enterprise security > data security > export control. It cannot be changed from the view mode functions section.

  ④: Linkage

  Note

  The Linkage option appears in view mode only when a linkage is active on the page.

  ⑤: Share

  ⑥: Comment

  ⑦: Metric monitoring (alarm)

  ⑧: Favorite

  ⑨: Add to Q Report

  ⑩: More (custom menu)

  The following image shows the interface when all options are selected:

• You can drag to reorder the functions.

  

• If you select View mode functions are hidden by default, the function bar is collapsed by default on the dashboard preview page.

  

  You can click the icon to expand the function bar.

  

Font configuration

Parameters

• Alibaba PuHuiTi

  To use the Alibaba PuHuiTi font, select Use. After you enable it, you can select Alibaba PuHuiTi from the font style options on report pages.

  Note

  Using this font may affect report performance.

• Custom font

  To add and manage client-side fonts in Quick BI, follow these steps.

  1. If you have not added a custom font, click Click to add to open the custom font management page.

     

     If you have already added custom fonts, click the icon next to Added to open the custom font management page.

     

  2. On the custom font management page, enter the Font Name and Font Code.

     Note

     • The custom font name will appear as an option in the font configuration settings for all reports.

     • The Font Code is used to match the corresponding font package on a client's device. If a matching font is not installed on the client's device, the default Quick BI font is used instead.

     

     To add more fonts, click Add.

  3. After you add the fonts, click Save.

     

  4. To delete all custom fonts, click the icon next to Added on the report configuration page and click OK in the confirmation dialog box.

     Alternatively, you can go to the custom font management page and click Delete All.

     Note

     This action deletes all custom fonts and cannot be undone.

     

     To delete a single custom font, go to the custom font management page, click the icon next to the font you want to delete, click OK in the confirmation dialog box, and then click Save.

• Default font

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

  

Default automatic linkage

Parameters

You can enable or disable default automatic linkage. When default automatic linkage is enabled at the organization level, automatic linkage is also enabled by default for all dashboards.

For more information about how to configure automatic linkage, see Configure automatic linkage.

Edit mode functions

Parameters

You can select Allow copying preview links.

Sharing a preview link is useful when you want others to review saved but unpublished content. The button to copy the link is located at the top right of the page when you enter preview mode from the dashboard editor.

For more information about how to copy a preview link, see Copy Preview Link.

Field description

Parameters

You can configure how links in a field description open. The options are Open in new window, Open in centered pop-up, or Open in current window.

• When you select Open in new window, the link opens in a new browser tab or window.

• When you select Open in centered pop-up, the link opens in a pop-up window in the center of the current page. You can set the default dimensions for the pop-up window.

  Note

  The pop-up dimension settings apply only to PC displays.

• When you select Open in current window, the link opens in the current browser tab, replacing the current page.