From 42adace750e61178003f2127bf195020bfebab1b Mon Sep 17 00:00:00 2001 From: Nastasha Solomon Date: Sat, 12 Jul 2025 19:36:49 -0400 Subject: [PATCH 01/11] First draft --- explore-analyze/report-and-share.md | 28 +++++------ .../automating-report-generation.md | 49 +++++++++++++++++-- 2 files changed, 58 insertions(+), 19 deletions(-) diff --git a/explore-analyze/report-and-share.md b/explore-analyze/report-and-share.md index c2001de024..f784633834 100644 --- a/explore-analyze/report-and-share.md +++ b/explore-analyze/report-and-share.md @@ -83,32 +83,32 @@ In the following dashboard, the shareable container is highlighted: ::: 1. Open the saved Discover session, dashboard, visualization, or workpad you want to share. -2. From the toolbar, click **Share**, then select the report option. +2. Choose a file type for the report. - * If you are creating dashboard PDFs, select **For printing** to create printer-friendly PDFs with multiple A4 portrait pages and two visualizations per page. + * {applies_to}`stack: ga 9.0` From the toolbar, click **Share** > **Export** tab, then choose a file type. Note that when you create a dashboard report that includes a data table or Discover session, the PDF includes only the visible data. + * {applies_to}`stack: ga 9.1` From the toolbar, click the **Export** icon, then choose a file type. - ::::{note} - When you create a dashboard report that includes a data table or Discover session, the PDF includes only the visible data. - :::: + ::::{tip} - * If you are creating workpad PDFs, select **Full page layout** to create PDFs without margins that surround the workpad. + Tips for generating PDF reports: -3. Generate the report by clicking **Export file**, **Generate CSV**, or **Generate PDF**, depending on the object you want to export. + * If you are creating dashboard PDFs, select **For printing** to create printer-friendly with multiple A4 portrait pages and two visualizations per page. + * {applies_to}`stack: ga 9.0` If you are creating workpad PDFs, select **Full page layout** to create PDFs without margins that surround the workpad. + + :::: - ::::{note} - You can use the **Copy POST URL** option instead to generate the report from outside Kibana or from Watcher. - :::: +3. Click the button that generates or exports the report. A message appears, indicating that the report is in the export queue. -4. A message appears, indicating that the report is in the export queue. + ::::{note} + To generate the report from outside of {{kib}} or from {{watcher}}, use the POST URL, then submit an HTTP `POST` request using a script or {{watcher}}. In {{stack}} 9.1, you can schedule a recurring task in {{kib}} that generates reports on a repeating basis. Refer to [Automatically generate reports](explore-analyze/report-and-share/automating-report-generation.md) to learn more. + :::: -You can then download it from that message, or go to the **Stack Management > Reporting** page to view and access all of your reports. +Go to the **Reporting** page to access all of your reports. To find the page, navigate to **Stack Management > Alerts and Insights > Reporting** in the main menu, or use the [global search field](explore-analyze/find-and-organize/find-apps-and-objects.md). ::::{note} In self-managed and Cloud hosted deployments, reports are stored in {{es}} and managed by the `kibana-reporting` {{ilm}} ({{ilm-init}}) policy. By default, the policy stores reports forever. To learn more about {{ilm-init}} policies, refer to the {{es}} [{{ilm-init}} documentation](/manage-data/lifecycle/index-lifecycle-management.md). :::: - - ### CSV report limitations [csv-limitations] We recommend using CSV reports to export moderate amounts of data only. The feature enables analysis of data in external tools, but it is not intended for bulk export or to backup Elasticsearch data. Report timeout and incomplete data issues are likely if you are exporting data where: diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index a156cb35c5..12b658c425 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -10,27 +10,34 @@ products: # Automatically generate reports [automating-report-generation] -To automatically generate PDF and CSV reports, generate a POST URL, then submit the HTTP `POST` request using {{watcher}} or a script. +To automatically generate PDF and CSV reports, generate a POST URL, then submit an HTTP `POST` request using {{watcher}} or a script. In {{stack}} 9.1, you schedule a recurring task in {{kib}} that generates PDF and PNG reports on a repeating basis. With email notifications configured, you can also automatically share your reports outside of {{kib}}. ## Create a POST URL [create-a-post-url] Create the POST URL that triggers a report to generate PDF and CSV reports. +### PDF reports + To create the POST URL for PDF reports: 1. Go to **Dashboards**, **Visualize Library**, or **Canvas**. -2. Open the dashboard, visualization, or **Canvas** workpad you want to view as a report. +2. Open the dashboard, visualization, or **Canvas** workpad you want to view as a report. From the toolbar, do one of the following: - * If you are using **Dashboard** or **Visualize Library**, from the toolbar, click **Share > Export**, select the PDF option then click **Copy POST URL**. - * If you are using **Canvas**, from the toolbar, click **Share > PDF Reports**, then click **Advanced options > Copy POST URL**. + * {applies_to}`stack: ga 9.0` If you are using **Dashboard** or **Visualize Library**, click **Share > Export**, select the PDF option then click **Copy POST URL**. + * {applies_to}`stack: ga 9.0` If you are using **Canvas**, click **Share > PDF Reports**, then click **Advanced options > Copy POST URL**. + * {applies_to}`stack: ga 9.0` Click the **Export** icon, then **PDF**. In the export flyout, copy the POST URL. +### CSV reports To create the POST URL for CSV reports: 1. Go to **Discover**. 2. Open the saved Discover session you want to share. -3. In the toolbar, click **Share > Export > Copy POST URL**. +3. In the toolbar, do one of the following: + + * {applies_to}`stack: ga 9.0` Click **Share > Export > Copy POST URL**. + * {applies_to}`stack: ga 9.1` Click the **Export** icon, then **CSV**. In the export flyout, copy the POST URL. ## Use Watcher [use-watcher] @@ -159,3 +166,35 @@ If you experience issues with the deprecated report URLs after you upgrade {{kib :::{important} In earlier {{kib}} versions, you could use the `&sync` parameter to append to report URLs that held the request open until the document was fully generated. The `&sync` parameter is now unsupported. If you use the `&sync` parameter in Watcher, you must update the parameter. ::: + +## Schedule reports in {{kib}} [schedule-report-generation] + +```{applies_to} +stack: preview 9.1 +``` + +% In the tip, need to add info for configuring email notifications in Serverless, Cloud, and self-hosted. Also following up on the sub-steps under step 4. + +Save time by creating a recurring {{kib}} task that takes a snapshot of your Discover session, dashboard, or visualization and generates a PDF or PNG report on your chosen schedule. With email notifications configured, you can also automatically share reports outside of {{kib}}. + +::::{tip} +To configure email notifications... +:::: + +1. Open the saved Discover session, dashboard, or visualization you want to share. +2. Click the **Export** icon, then **Schedule export**. +3. Enter the requested details, and (optional) enable **Print format** to generate the report in a printer-friendly format. +4. Set a schedule for generating the report. + + * **Date**: Choose when you want {{kib}} to start generating the report. + * **Timezone**: Choose the timezone of your data. + * **Repeat**: Specify when and how often you want to {{kib}} to generate the report. + +5. (Optional) Enable **Send by email** to specify a list of email addresses to share the report with. When {{kib}} generates the report, it will attach it to an email and send it on the schedule that you specified. The email will also include a link to download the report. +6. Click **Schedule exports** to save the schedule. + +A message appears, indicating that the schedule is available on the **Reporting** page. From the **Reporting** page, click on the **Schedules** tab to view details for the newly-created schedule, find other existing schedules, and more. + +::::{important} +If you disable a schedule, _you cannot re-enable it_. If you want to continue generating reports, you must create a new schedule. +:::: \ No newline at end of file From 238132af969d3cd7929b288b7267c3308623dffc Mon Sep 17 00:00:00 2001 From: Nastasha Solomon Date: Sat, 12 Jul 2025 19:58:34 -0400 Subject: [PATCH 02/11] Fix links --- explore-analyze/report-and-share.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/explore-analyze/report-and-share.md b/explore-analyze/report-and-share.md index f784633834..0c5f810506 100644 --- a/explore-analyze/report-and-share.md +++ b/explore-analyze/report-and-share.md @@ -100,10 +100,10 @@ In the following dashboard, the shareable container is highlighted: 3. Click the button that generates or exports the report. A message appears, indicating that the report is in the export queue. ::::{note} - To generate the report from outside of {{kib}} or from {{watcher}}, use the POST URL, then submit an HTTP `POST` request using a script or {{watcher}}. In {{stack}} 9.1, you can schedule a recurring task in {{kib}} that generates reports on a repeating basis. Refer to [Automatically generate reports](explore-analyze/report-and-share/automating-report-generation.md) to learn more. + To generate the report from outside of {{kib}} or from {{watcher}}, use the POST URL, then submit an HTTP `POST` request using a script or {{watcher}}. In {{stack}} 9.1, you can schedule a recurring task in {{kib}} that generates reports on a repeating basis. Refer to [Automatically generate reports](report-and-share/automating-report-generation.md) to learn more. :::: -Go to the **Reporting** page to access all of your reports. To find the page, navigate to **Stack Management > Alerts and Insights > Reporting** in the main menu, or use the [global search field](explore-analyze/find-and-organize/find-apps-and-objects.md). +Go to the **Reporting** page to access all of your reports. To find the page, navigate to **Stack Management > Alerts and Insights > Reporting** in the main menu, or use the [global search field](find-and-organize/find-apps-and-objects.md). ::::{note} In self-managed and Cloud hosted deployments, reports are stored in {{es}} and managed by the `kibana-reporting` {{ilm}} ({{ilm-init}}) policy. By default, the policy stores reports forever. To learn more about {{ilm-init}} policies, refer to the {{es}} [{{ilm-init}} documentation](/manage-data/lifecycle/index-lifecycle-management.md). From c52ef2621a457c0e2a0c9ef1c3b92c6f5e53883e Mon Sep 17 00:00:00 2001 From: Nastasha Solomon Date: Tue, 15 Jul 2025 11:24:10 -0400 Subject: [PATCH 03/11] Adds pre-reqs --- .../automating-report-generation.md | 58 +++++++++++++------ 1 file changed, 41 insertions(+), 17 deletions(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index 12b658c425..d1f1810dc5 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -10,8 +10,7 @@ products: # Automatically generate reports [automating-report-generation] -To automatically generate PDF and CSV reports, generate a POST URL, then submit an HTTP `POST` request using {{watcher}} or a script. In {{stack}} 9.1, you schedule a recurring task in {{kib}} that generates PDF and PNG reports on a repeating basis. With email notifications configured, you can also automatically share your reports outside of {{kib}}. - +To automatically generate PDF and CSV reports, generate a POST URL, then submit an HTTP `POST` request using {{watcher}} or a script. In 9.1.0 and Serverless, you can use {{kiba}} to generate reports on a recurring schedule and share them outside of {{kib}} with a list of emails that you specify. ## Create a POST URL [create-a-post-url] @@ -167,34 +166,59 @@ If you experience issues with the deprecated report URLs after you upgrade {{kib In earlier {{kib}} versions, you could use the `&sync` parameter to append to report URLs that held the request open until the document was fully generated. The `&sync` parameter is now unsupported. If you use the `&sync` parameter in Watcher, you must update the parameter. ::: -## Schedule reports in {{kib}} [schedule-report-generation] +## Schedule and share reports [schedule-report-generation] ```{applies_to} stack: preview 9.1 ``` -% In the tip, need to add info for configuring email notifications in Serverless, Cloud, and self-hosted. Also following up on the sub-steps under step 4. - -Save time by creating a recurring {{kib}} task that takes a snapshot of your Discover session, dashboard, or visualization and generates a PDF or PNG report on your chosen schedule. With email notifications configured, you can also automatically share reports outside of {{kib}}. - -::::{tip} -To configure email notifications... -:::: +Save time by setting up a recurring task that automatically generates reports and shares them on a schedule that you choose. + +### Requirements [scheduled-reports-reqs] + +* To use the scheduled reports feature, your role needs [access to reporting](../../deploy-manage/kibana-reporting-configuration.md#grant-user-access) +* (Optional) To view and manage other users’ reports and schedules, your role needs `All` privileges for the **Manage Scheduled Reports** feature. You can set this by configuring your role's {{kib}} privileges. +* Sharing reports outside of {{kib}} requires a default preconfigured email connector. + + * **{{ech}} or {{serverless-short}} users**: You do not need to set up a default preconfigured email connector. Kibana provides you with a preconfigured email connector that uses the SMTP protocol to send mail messages. To view it, go to the **Connectors** page and find the Elastic-Cloud-SMTP connector. + * **Self-managed users**: You must set up a default preconfigured email connector by defining it in your `kibana.yml` file. To do this: + + 1. Open your `kibana.yml` file. and add a new section for the [`xpack.actions.preconfigured`](kibana://reference/connectors-kibana/pre-configured-connectors.md) setting. + 2. Under the `xpack.actions.preconfigured setting`, define the email connector for example: + + ```` + xpack.actions.preconfigured: + my-email: + name: preconfigured-email-connector-type + actionTypeId: .email + config: + service: other + from: testsender@test.com + host: validhostname + port: 8080 + secure: false + hasAuth: true + secrets: + user: testuser + password: passwordkeystorevalue + ````` + +### Create a schedule [create-scheduled-report] 1. Open the saved Discover session, dashboard, or visualization you want to share. 2. Click the **Export** icon, then **Schedule export**. 3. Enter the requested details, and (optional) enable **Print format** to generate the report in a printer-friendly format. -4. Set a schedule for generating the report. +4. Set up a schedule for generating the report. - * **Date**: Choose when you want {{kib}} to start generating the report. - * **Timezone**: Choose the timezone of your data. - * **Repeat**: Specify when and how often you want to {{kib}} to generate the report. + * **Date**: Choose when to start generating reports. + * **Timezone**: Specify a timezone for the schedule. + * **Repeat**: Choose how often you want to generate reports. -5. (Optional) Enable **Send by email** to specify a list of email addresses to share the report with. When {{kib}} generates the report, it will attach it to an email and send it on the schedule that you specified. The email will also include a link to download the report. +5. (Optional) To share generated reports outside of Kibana, enable **Send by email** and enter a list of email addresses. Recipients will receive emails with the generated reports attached and on the schedule that you specified. 6. Click **Schedule exports** to save the schedule. -A message appears, indicating that the schedule is available on the **Reporting** page. From the **Reporting** page, click on the **Schedules** tab to view details for the newly-created schedule, find other existing schedules, and more. +A message appears, indicating that the schedule is available on the Reporting page. From the **Reporting** page, click on the **Schedules** tab to view details for the newly-created schedule. ::::{important} -If you disable a schedule, _you cannot re-enable it_. If you want to continue generating reports, you must create a new schedule. +Note that you cannot edit or delete a schedule after you create it. To stop the schedule from running, you must disable it. Disabling a schedule permanently stops it from running. To restart it, you must create a new schedule. :::: \ No newline at end of file From 1eaa7ffff6f5248cf5480e92330602b1c22edece Mon Sep 17 00:00:00 2001 From: Nastasha Solomon Date: Tue, 15 Jul 2025 11:26:44 -0400 Subject: [PATCH 04/11] Fix attribute --- .../report-and-share/automating-report-generation.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index d1f1810dc5..519dc15cfb 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -10,7 +10,7 @@ products: # Automatically generate reports [automating-report-generation] -To automatically generate PDF and CSV reports, generate a POST URL, then submit an HTTP `POST` request using {{watcher}} or a script. In 9.1.0 and Serverless, you can use {{kiba}} to generate reports on a recurring schedule and share them outside of {{kib}} with a list of emails that you specify. +To automatically generate PDF and CSV reports, generate a POST URL, then submit an HTTP `POST` request using {{watcher}} or a script. In 9.1.0 and Serverless, you can use {{kib}} to generate reports on a recurring schedule and share them with a list of emails that you specify. ## Create a POST URL [create-a-post-url] From 528c7c55a2d7953f8c81668b3ff5ff17ceb6af5f Mon Sep 17 00:00:00 2001 From: Nastasha Solomon Date: Tue, 15 Jul 2025 11:47:57 -0400 Subject: [PATCH 05/11] More links and changes --- .../report-and-share/automating-report-generation.md | 12 ++++++++---- 1 file changed, 8 insertions(+), 4 deletions(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index 519dc15cfb..714235625f 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -180,10 +180,10 @@ Save time by setting up a recurring task that automatically generates reports an * (Optional) To view and manage other users’ reports and schedules, your role needs `All` privileges for the **Manage Scheduled Reports** feature. You can set this by configuring your role's {{kib}} privileges. * Sharing reports outside of {{kib}} requires a default preconfigured email connector. - * **{{ech}} or {{serverless-short}} users**: You do not need to set up a default preconfigured email connector. Kibana provides you with a preconfigured email connector that uses the SMTP protocol to send mail messages. To view it, go to the **Connectors** page and find the Elastic-Cloud-SMTP connector. - * **Self-managed users**: You must set up a default preconfigured email connector by defining it in your `kibana.yml` file. To do this: + * **{{ech}} or {{serverless-short}} users**: You do not need to set up a default preconfigured email connector. Kibana provides you with a built-in preconfigured email connector that uses the SMTP protocol to send emails. To view it, go to the **Connectors** page and find the Elastic-Cloud-SMTP connector. + * **Self-managed users**: You must set up a default preconfigured email connector to send notifications outside of {{kib}}. To do this: - 1. Open your `kibana.yml` file. and add a new section for the [`xpack.actions.preconfigured`](kibana://reference/connectors-kibana/pre-configured-connectors.md) setting. + 1. Open your `kibana.yml` file. and add a new section for the `xpack.actions.preconfigured` setting. This setting specifies configuration details that are specific to the type of preconfigured connector you're defining. 2. Under the `xpack.actions.preconfigured setting`, define the email connector for example: ```` @@ -203,6 +203,10 @@ Save time by setting up a recurring task that automatically generates reports an password: passwordkeystorevalue ````` + :::{tip} + Refer to [Email connectors](kibana://reference/connectors-kibana/pre-configured-connectors.md#preconfigured-email-configuration) to learn about requirmements for different email services and providers. + ::: + ### Create a schedule [create-scheduled-report] 1. Open the saved Discover session, dashboard, or visualization you want to share. @@ -217,7 +221,7 @@ Save time by setting up a recurring task that automatically generates reports an 5. (Optional) To share generated reports outside of Kibana, enable **Send by email** and enter a list of email addresses. Recipients will receive emails with the generated reports attached and on the schedule that you specified. 6. Click **Schedule exports** to save the schedule. -A message appears, indicating that the schedule is available on the Reporting page. From the **Reporting** page, click on the **Schedules** tab to view details for the newly-created schedule. +A message appears, indicating that the schedule is available on the **Reporting** page. From the **Reporting** page, click on the **Schedules** tab to view details for the newly-created schedule. ::::{important} Note that you cannot edit or delete a schedule after you create it. To stop the schedule from running, you must disable it. Disabling a schedule permanently stops it from running. To restart it, you must create a new schedule. From fae4692418a3ff4c96c3eb4df63c28b1ca2b1943 Mon Sep 17 00:00:00 2001 From: Nastasha Solomon Date: Tue, 15 Jul 2025 11:54:36 -0400 Subject: [PATCH 06/11] typo --- .../report-and-share/automating-report-generation.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index 714235625f..a9067c9280 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -204,7 +204,7 @@ Save time by setting up a recurring task that automatically generates reports an ````` :::{tip} - Refer to [Email connectors](kibana://reference/connectors-kibana/pre-configured-connectors.md#preconfigured-email-configuration) to learn about requirmements for different email services and providers. + Refer to [Email connectors](kibana://reference/connectors-kibana/pre-configured-connectors.md#preconfigured-email-configuration) to learn about requirements for different email services and providers. ::: ### Create a schedule [create-scheduled-report] From 104ed7ae2bf121927cba459a5074989869b868bd Mon Sep 17 00:00:00 2001 From: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com> Date: Tue, 15 Jul 2025 12:16:09 -0400 Subject: [PATCH 07/11] Update explore-analyze/report-and-share/automating-report-generation.md Co-authored-by: Mike Birnstiehl <114418652+mdbirnstiehl@users.noreply.github.com> --- .../report-and-share/automating-report-generation.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index a9067c9280..7cdbe857a1 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -184,7 +184,7 @@ Save time by setting up a recurring task that automatically generates reports an * **Self-managed users**: You must set up a default preconfigured email connector to send notifications outside of {{kib}}. To do this: 1. Open your `kibana.yml` file. and add a new section for the `xpack.actions.preconfigured` setting. This setting specifies configuration details that are specific to the type of preconfigured connector you're defining. - 2. Under the `xpack.actions.preconfigured setting`, define the email connector for example: + 2. Under the `xpack.actions.preconfigured setting`, define the email connector. For example: ```` xpack.actions.preconfigured: From bf3ac84a15f3efc5157a33b5df1754370e87a7eb Mon Sep 17 00:00:00 2001 From: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com> Date: Tue, 15 Jul 2025 12:16:18 -0400 Subject: [PATCH 08/11] Update explore-analyze/report-and-share/automating-report-generation.md Co-authored-by: Mike Birnstiehl <114418652+mdbirnstiehl@users.noreply.github.com> --- .../report-and-share/automating-report-generation.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index 7cdbe857a1..6be6e9167d 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -176,7 +176,7 @@ Save time by setting up a recurring task that automatically generates reports an ### Requirements [scheduled-reports-reqs] -* To use the scheduled reports feature, your role needs [access to reporting](../../deploy-manage/kibana-reporting-configuration.md#grant-user-access) +* To use the scheduled reports feature, your role needs [access to reporting](../../deploy-manage/kibana-reporting-configuration.md#grant-user-access). * (Optional) To view and manage other users’ reports and schedules, your role needs `All` privileges for the **Manage Scheduled Reports** feature. You can set this by configuring your role's {{kib}} privileges. * Sharing reports outside of {{kib}} requires a default preconfigured email connector. From 8097d1d97189fbecc9148f5985cbba2e10d4175b Mon Sep 17 00:00:00 2001 From: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com> Date: Tue, 15 Jul 2025 12:16:30 -0400 Subject: [PATCH 09/11] Update explore-analyze/report-and-share.md Co-authored-by: Mike Birnstiehl <114418652+mdbirnstiehl@users.noreply.github.com> --- explore-analyze/report-and-share.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/report-and-share.md b/explore-analyze/report-and-share.md index 0c5f810506..4d78905624 100644 --- a/explore-analyze/report-and-share.md +++ b/explore-analyze/report-and-share.md @@ -92,7 +92,7 @@ In the following dashboard, the shareable container is highlighted: Tips for generating PDF reports: - * If you are creating dashboard PDFs, select **For printing** to create printer-friendly with multiple A4 portrait pages and two visualizations per page. + * If you are creating dashboard PDFs, select **For printing** to create printer-friendly PDFs with multiple A4 portrait pages and two visualizations per page. * {applies_to}`stack: ga 9.0` If you are creating workpad PDFs, select **Full page layout** to create PDFs without margins that surround the workpad. :::: From 33cbf30cd3a25a7cf8acac33e3bda509ae750c45 Mon Sep 17 00:00:00 2001 From: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com> Date: Tue, 15 Jul 2025 12:16:38 -0400 Subject: [PATCH 10/11] Update explore-analyze/report-and-share/automating-report-generation.md Co-authored-by: Mike Birnstiehl <114418652+mdbirnstiehl@users.noreply.github.com> --- .../report-and-share/automating-report-generation.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index 6be6e9167d..fe5426827d 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -183,7 +183,7 @@ Save time by setting up a recurring task that automatically generates reports an * **{{ech}} or {{serverless-short}} users**: You do not need to set up a default preconfigured email connector. Kibana provides you with a built-in preconfigured email connector that uses the SMTP protocol to send emails. To view it, go to the **Connectors** page and find the Elastic-Cloud-SMTP connector. * **Self-managed users**: You must set up a default preconfigured email connector to send notifications outside of {{kib}}. To do this: - 1. Open your `kibana.yml` file. and add a new section for the `xpack.actions.preconfigured` setting. This setting specifies configuration details that are specific to the type of preconfigured connector you're defining. + 1. Open your `kibana.yml` file and add a new section for the `xpack.actions.preconfigured` setting. This setting specifies configuration details that are specific to the type of preconfigured connector you're defining. 2. Under the `xpack.actions.preconfigured setting`, define the email connector. For example: ```` From 6b4437439e87f659906d7a3cb8690e107ac93f65 Mon Sep 17 00:00:00 2001 From: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com> Date: Tue, 15 Jul 2025 12:47:11 -0400 Subject: [PATCH 11/11] Update explore-analyze/report-and-share/automating-report-generation.md --- explore-analyze/report-and-share/automating-report-generation.md | 1 + 1 file changed, 1 insertion(+) diff --git a/explore-analyze/report-and-share/automating-report-generation.md b/explore-analyze/report-and-share/automating-report-generation.md index fe5426827d..7e307f3c3f 100644 --- a/explore-analyze/report-and-share/automating-report-generation.md +++ b/explore-analyze/report-and-share/automating-report-generation.md @@ -170,6 +170,7 @@ In earlier {{kib}} versions, you could use the `&sync` parameter to append to re ```{applies_to} stack: preview 9.1 +serverless: preview ``` Save time by setting up a recurring task that automatically generates reports and shares them on a schedule that you choose.