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Export Control

Updated at: 2025-01-20 06:59

Quick BI enables the export of reports, including dashboards and workbooks. Organization administrators can set up export data types and channels within the Pro or Professional Edition group space. This topic describes the steps to activate and configure the export feature.

Prerequisites

Before exporting reports to the server, make sure a bucket has been created.

Procedure

  1. Navigate to the Export Control page from the Quick BI home page, as shown in the figure below.

    image

  2. In the Export Control page, click on Export Configuration and apply the following settings.

    image

    Note

    When choosing Excel as the export format, to ensure maximum compatibility with various data formats, it is advisable to open the exported report with Excel.

    Parameter name

    Configuration item

    Description

    Parameter name

    Configuration item

    Description

    Export name

    Is this naming used for server storage

    You can choose to customize the default name of the export file.

    When selected, the naming convention is also effective when exporting to the server and cannot be modified during export.

    Export Format

    Image, PDF, and Excel.

    You can select one or more formats simultaneously.

    Export Channel

    Local, Server

    You can choose the export channel as Server or Local, and both can be selected simultaneously.

    Default Export Type

    Export With Format, Export Pure Data

    You can choose whether the exported Excel includes formatting as needed.

    When exporting with different types, the amount of exported data is the same. The export time varies depending on computer configuration or data volume. It is recommended to use Export Pure Data for Excel files with more than 500,000 cells.

    Note

    This parameter needs to be configured only when the Export Format is Excel.

    Server settings

    Note

    This option needs to be configured only when the export channel is selected as Server.

    image

    Server Name

    Name of the target server.

    Server Type

    Supports OSS server.

    Endpoint

    Select an endpoint based on the region where the file server is located. See OSS regions and endpoints.

    Bucket Name

    Name of the target storage space.

    Note

    Ensure you have created a bucket.

    Path Prefix

    The path prefix where the uploaded data is stored in the bucket.

    AccessKey ID

    AccessKey ID for creating the bucket.

    AccessKey Secret

    AccessKey Secret for creating the bucket.

    Watermark settings

    Allow hiding watermark, Always show watermark

    Set to always show watermark so that it cannot be removed during export.

    Downloads file

    Repeatable download, Effective only once

    The configuration item affects the download feature of the downloads file. By default, it is repeatable download. If Effective only once is selected, the generated downloads file can only be downloaded once.

    Public link of work

    Allow export, Do not allow export

    Affects whether the public link of dashboards, workbooks, ad hoc analysis, and downloads can be exported. The default is Allow export.

    Note

    Export permissions at the organization level take precedence over workspace-level export controls. For instance, if the organization has disabled export via public links, workspace export controls cannot override this to allow exports.

    For guidance on controlling exports at the workspace level, refer to Configuring the Export Feature in a Workspace.

  3. Select Update Information to save your changes.

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  • Prerequisites
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