Information: Reporting and Dashboards is currently in a Closed Beta and not available to all users. For further information, please contact your Customer Success Manager.
Note: to be able to download or schedule reports and dashboards, you will need to have the 'Can Use Data Export Tools' permission and either 'Can Use Reports' or 'Can Use Dashboards'.
Downloading Reports
Reports can be downloaded in the below formats:
PNG
Excel
CSV
You can download a report by opening a report within the system and clicking on the 3-dot menu in the top-right hand corner and clicking on 'Download'. This will show you the options you can download the report in:
Note: single reports cannot be scheduled.
Downloading Dashboards
Dashboards can be downloaded from the system by opening a dashboard and clicking on the 3-dot menu and selecting 'Download PDF':
You can customise the below when downloading a dashboard:
Format
Liveboard - exports the dashboard as you see it
Visualisations - each report widget is rendered on a separate page
Orientation: landscape or portrait
Tabs: include all or select specific ones
Additional Options
Include Talos logo in the footer
Page numbers
Cover page
Filters page (summarises active filters)
Custom footer text (e.g. 'Confidential')
Scheduling Dashboards
Dashboards can be setup to be scheduled to send via email on a recurring basis. You can schedule a dashboard by clicking the 3-dot menu when viewing a dashboard and selecting 'Schedule':
When creating a schedule you can customise the below:
Schedule name
Add a comment - this appears in the email body and is optional
Set the frequency and the time for delivery
Add gating conditions - advanced criteria for sending and are optional
Choose attachment type - PDF, Excel or CSV
If PDF is selected, download options are available
Select the recipients this is to be sent to - type the username of the user in Talos to search
View settings - if any have been added to the dashboard
Once a schedule has been created, you can amend the schedule by opening the dashboard again, selecting 'Schedule' under the 3-dot menu and selecting 'Manage Schedule'