Configure export settings in Quick BI - Quick BI - Alibaba Cloud Documentation Center

Access

On the Quick BI homepage, navigate to the export control page as shown below. This page contains Global settings, Basic settings, Standard export settings, and Self-service data retrieval settings.

Global Settings

Enable or disable resource exports and public link exports for the entire organization.

Parameter	Description
Allow export	Controls whether users can export organization resources and self-service data retrieval files. Turning off this switch disables all exports and self-service data retrieval.
Allow export from public links	Controls exporting from public links for dashboards, workbooks, ad hoc analysis, and self-service data retrieval. Turning this off disables all public link exports.

Basic Settings

Customize the default file naming convention and set the export channel (local, server, or both).

Parameter	Description
Export file name	Sets the default name for exported resources. Click the icon to open the Field Expression Editor. Combine the following variables (separated by underscores) to build the file name: Report name: Name of the exported report. Account: Account name of the exporting user. Component name: Name of the exported component, such as a chart from a dashboard. Nickname: Nickname of the exporting user. Current time: Timestamp of the export. Random string: Random characters to prevent duplicate file names.
Export channel	Sets the export destination: local, server, or both. Local: Downloads the file to your local computer. Suitable for personal use or small-scale offline collaboration. Server: Saves the file to a specified server. Ideal for enterprises that prohibit local downloads and require permission-based distribution.
Use export file name for server storage	When server is selected as the export channel, applies the Export file name naming convention to server-stored files. When enabled, the naming rule is enforced and cannot be changed during export. The supported Server type is OSS.	With Object Storage Service (OSS), exported reports are stored in a cloud bucket for internet-based access or integration with other cloud services. Configure the following parameters: Server name: Name of the server hosting the OSS service. Endpoint: The regional domain name for your bucket. For example, the public endpoint for the Alibaba Cloud OSS China (Hangzhou) region is `oss-cn-hangzhou.aliyuncs.com`. Bucket name: Name of the bucket for storing exported files. Path prefix: Directory path within the bucket for exported files. For example, `BIreports/2025/04/` means the file is saved to the `BIreports/2025/04/` path in the bucket. AccessKey ID and AccessKey Secret: Credentials for an account with OSS access permission. Allow custom post-export message: Whether to display a custom message after export completion. Post-export message: Content of the custom message. Required when Allow custom post-export message is enabled. Supports rich text.

Standard Export Settings

Standard export lets you export data directly from the dashboard, suitable for datasets up to 10,000 rows.

Configure export format, default export type, image data export method, and watermark settings to control export behavior.

Note

If a crosstab contains more than 10,000 rows, you can export the large dataset by creating a self-service data retrieval task from the dashboard. This avoids reconfiguring fields on the self-service data retrieval page. For details, see Create a data retrieval task from a crosstab.
The standard export settings only apply to exports of up to 10,000 rows.

Parameter	Description
Export format	File formats available for export: Image, PDF, Excel, and Word. Note Only Xiao Q reports support export to Word format.
Default export type	When Excel is selected as an export format, specify whether exported files include formatting. With export with formatting, exported Excel files retain data formats and styles from crosstabs and detail tables. With export as plain data, exported Excel files contain only plain text. Note In export with formatting mode, complex formats may not be fully preserved due to Excel formatting limitations. Both types export the same data volume, but speed varies by computer configuration and data size. For files exceeding 500,000 cells, use export as plain data.
Image data export method	Available when Excel is selected with formatting enabled. Determines whether image fields are exported as embedded images in the Excel file. With Export as URL link only, image fields become URL links that recipients open in a browser. With Allow URL links to be exported as images, the exporting user can choose between embedded images or URL links for image fields. Note Exporting many or large images directly may impact performance. Excel files do not support the SVG image format. If an image is in SVG format, it is automatically exported as a URL link.
Watermark settings	Controls whether users can hide watermarks. When the organizational watermark override is disabled, report creators cannot turn off Show watermark in the dashboard editor (Page Settings > Advanced > Basic Settings).

Self-service Data Retrieval Settings

Self-service data retrieval handles large dataset exports containing millions of rows.

Parameter	Description
Self-service data retrieval file	Sets the download limit for generated files. By default, files can be downloaded multiple times. Select Single use only to allow only one download, preventing unauthorized redistribution and reducing data leak risk.

Related Operations

These settings apply organization-wide. Workspaces inherit them by default — if an export type is disabled here, it is also unavailable in workspace settings. You can still disable exports per workspace even when enabled at the organization level.

Configure workspace-level exports in Configure export control for a workspace.