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update docs for reporting move to share menu (#27683)
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@ -13,17 +13,10 @@ However, these docs will be kept up-to-date to reflect the current implementatio
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[float]
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[[reporting-nav-bar-extensions]]
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=== Nav Bar Extensions
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X-Pack uses the `NavBarExtensionsRegistryProvider` to register a navigation bar item for the
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Dashboard/Discover/Visualize applications. These all use the `export-config` AngularJS directive to display the
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Reporting options. Each of the different exportTypes require the AngularJS controller that the contains the
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`export-config` directive to implement certain methods/properties that are used when creating the {reporting} job.
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=== Share Menu Extensions
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X-Pack uses the `ShareContextMenuExtensionsRegistryProvider` to register actions in the share menu.
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If you wish to add Reporting integration via the navigation bar that emulates the way these options are chosen for
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Dashboards, Visualize and Discover, you can reuse the `export-config` directive for the time being. Otherwise, you can
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provide a custom UI that generates the URL that is used to generate the {reporting} job.
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This integration will likely be changing in the near future as we move away from AngularJS towards React.
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This integration will likely be changing in the near future as we move towards a unified actions abstraction across {kib}.
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[float]
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=== Generate Job URL
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@ -2,7 +2,7 @@
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[[reporting-getting-started]]
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== Getting Started
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{reporting} is automatically enabled in {kib}.
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{reporting} is automatically enabled in {kib}.
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To manually generate a report:
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@ -14,20 +14,24 @@ information, see <<secure-reporting>>.
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. Open the dashboard, visualization, or saved search you want to include
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in the report.
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. Click *Reporting* in the {kib} toolbar:
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. Click *Share* in the {kib} toolbar:
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+
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--
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[role="screenshot"]
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image:reporting/images/reporting-button.png["Reporting Button",link="reporting-button.png"]
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image:reporting/images/share-button.png["Reporting Button",link="share-button.png"]
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--
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. Depending on the {kib} application, choose the appropriate options:
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.. If you're on Discover, click the *Generate CSV* button.
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.. If you're on Discover:
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... Select *CSV Reports*
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... Click the *Generate CSV* button.
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.. If you're on Visualize or Dashboard:
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... Select *PDF Reports*
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... Select either *Optimize PDF for printing* or *Preserve existing layout in PDF*. For an explanation of the different layout modes, see <<pdf-layout-modes, PDF Layout Modes>>.
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... Choose to enable *Optimize for printing* layout mode. For an explanation of the different layout modes, see <<pdf-layout-modes, PDF Layout Modes>>.
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... Click the *Generate PDF* button.
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@ -13,10 +13,10 @@ NOTE: On Linux, the `libfontconfig` and `libfreetype6` packages and system
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fonts are required to generate PDF reports. If no system fonts are available,
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labels are not rendered correctly in the reports.
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The following Reporting button is found in the {kib} toolbar:
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Reporting is located in the share menu from the {kib} toolbar:
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[role="screenshot"]
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image::reporting/images/reporting-button.png["Reporting"]
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image::reporting/images/share-button.png["Share"]
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You can also <<automating-report-generation, generate reports automatically>>.
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@ -30,4 +30,4 @@ include::pdf-layout-modes.asciidoc[]
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include::configuring-reporting.asciidoc[]
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include::chromium-sandbox.asciidoc[]
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include::reporting-troubleshooting.asciidoc[]
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include::development/index.asciidoc[]
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include::development/index.asciidoc[]
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@ -5,7 +5,7 @@ When creating a PDF report, there are two layout modes *Optimize PDF for printin
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--
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[role="screenshot"]
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image:reporting/images/pdf-reporting.png["PDF Reporting",link="pdf-reporting.png"]
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image:reporting/images/preserve-layout-switch.png["PDF Reporting",link="preserve-layout-switch.png"]
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--
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[float]
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@ -26,4 +26,4 @@ This will create a PDF preserving the existing layout and size of the Visualizat
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--
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[role="screenshot"]
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image:reporting/images/preserve-layout.png["Preserve existing layout in PDF",link="preserve-layout.png"]
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--
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--
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