Organization administrators can configure global report features, such as font settings, default automatic filter interaction, and the ability to copy preview links in the edit state. You can also configure query controls to save all query conditions within the organization and set up operations that are available in the view state. This topic describes how to configure reports.
Entry point
On the product home page, follow the steps shown in the following figure to navigate to the Report Configurations page.
Query control configuration
Parameters in the data section
In the Query Control Configuration section, select Remember Query Conditions.
When users browse reports, after resetting query conditions and clicking query, the system will retain the query conditions selected by the user. Upon reopening the report, the query conditions will reflect the user's last selection.
In the Query Control Configuration section, select Display empty values for query condition enumeration.
When users browse reports, if there are empty values in the dropdown list and tree dropdown of all enumeration values in the current query control, they will be displayed. If unchecked, the enumeration values will exclude empty values and not display them.
When checked, if there are empty values in the dropdown list enumeration, they will be displayed as (empty), as shown in the image below.
When unchecked, if there are empty values in the dropdown list enumeration, they will filter out empty values and not display them, as shown in the image below.
In the Query Control Configuration section, you can enter the maximum limit for manual input values.
NoteThe default value is 1000, with a maximum of 10000. Values within this range are acceptable.
Entering a high value limit is not recommended as it may cause some databases to fail during querying.
View state features
Parameters in the data section
Selecting the appropriate configuration items in the view state features allows users to perform related operations when browsing dashboard reports. If these operations are not required by the organization on the dashboard, you may leave this configuration unchecked. The view state supports the following configuration items:
①: Intelligent Q-Bot (Q-Bot Q&A, Q-Bot Insights)
NoteIf you clear both the Q-Bot Insights and Q-Bot Q&A check boxes, the Intelligent Q-Bot
icon is not displayed.If you select both the Q-Bot Insights and Q-Bot Q&A check boxes, clicking the Intelligent Q-Bot icon opens Q-Bot Insights by default. You can switch to Q-Bot Q&A.
If you select the Q-Bot Q&A check box but clear the Q-Bot Insights check box, clicking the Intelligent Q-Bot icon opens Q-Bot Q&A.
To use Q-Bot Q&A, you must enable Q&A in the dashboard Q&A settings. Then, navigate to Configuration Panel -> Q-Bot Q&A -> Permission Management and grant the user Q&A permission for the dashboard. The user can see the entry point for Q-Bot Q&A only after you grant the permission. For more information, see Dashboard Q-Bot Q&A.
If you select the Q-Bot Insights check box but clear the Q-Bot Q&A check box, clicking the Intelligent Q-Bot icon opens Q-Bot Insights.
You can also enable or disable Q-Bot Insights in Configuration Panel -> Intelligent Q-Bot -> Q-Bot Q&A -> Global Settings.
②: Edit
③: Export
NoteThe export feature must be enabled or disabled from Configuration Panel -> Enterprise Security -> Data Security -> Export Control. This setting cannot be modified from the view state features.
④: Filter interaction
NoteThe Filter interaction option is displayed in the view state only when a filter interaction is initiated on the page.
⑤: Share
⑥: Comment
⑦: Metric monitoring (alert)
⑧: Favorite
⑨: More (Custom Menu)
The following figure shows the UI when all items are selected:
Supports drag and sort.
When View state features default hidden is checked, the view state features will be collapsed by default upon entering the dashboard preview page.
You can click the
icon to expand more features.
Font configuration
Parameters in the data section
If your report requires the Alibaba PuHuiTi font, you can enable this configuration item to select Alibaba PuHuiTi as the font style within the report settings.
Additionally, you can set the default font style as shown below:
Default automatic filter interaction
Parameters in the data section
You can enable or disable Default automatic filter interaction. If Default automatic filter interaction is enabled at the organization level, automatic filter interaction is enabled by default at the dashboard level.
For more information about how to configure automatic filter interaction, see Configure automatic filter interaction.
Edit state features
Parameters in the data section
Select Allow copying of preview link.
Sharing a preview link is primarily used when you need other users to verify content that is saved but not yet published. The copy link button is located in the upper-right corner of the dashboard edit page in Preview mode.
For more information about how to copy a preview link, see Copy a preview link.