kibana/docs/user/reporting/reporting-csv-troubleshooting.asciidoc
Tim Sullivan 83f6fa4872
[Reporting] Update documentation to distinguish Screenshotting and CSV features (#189761)
## Summary

Documentation updates to distinguish the main parts of Reporting:
 * service framework
 * CSV export
 * Screenshot export (PNG/PDF)

Additionally, this PR attempts to consistently apply the admonitions
regarding limitations of the different export types.

Part of https://github.com/elastic/kibana-team/issues/720

---------

Co-authored-by: florent-leborgne <florent.leborgne@elastic.co>
2024-08-06 18:49:36 +00:00

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3.7 KiB
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[[reporting-troubleshooting-csv]]
== Troubleshooting CSV reports
++++
<titleabbrev>CSV</titleabbrev>
++++
[NOTE]
============
include::reporting-csv-limitations.asciidoc[]
============
The CSV export feature in Kibana makes queries to Elasticsearch and formats the results into CSV. This feature
offers a solution that attempts to provide the most benefit to the most use cases. However, things could go
wrong during export. Elasticsearch can stop responding, repeated querying can take so long that authentication
tokens can time out, and the format of exported data can be too complex for spreadsheet applications to handle.
Such situations are outside of the control of Kibana. If the use case becomes complex enough, it's recommended
that you create scripts that query Elasticsearch directly, using a scripting language like Python and the
public {es} APIs.
For advice about common problems, refer to <<reporting-troubleshooting>>.
[float]
[[reporting-troubleshooting-csv-configure-scan-api]]
=== Configuring CSV export to use the scroll API
The Kibana CSV export feature collects all of the data from Elasticsearch by using multiple requests to page
over all of the documents.
Internally, the feature uses the {ref}/point-in-time-api.html[Point in time API and
`search_after` parameters in the queries] to do so.
There are some limitations related to the point in time API:
1. Permissions to read data aliases alone will not work: the permissions are needed on the underlying indices or data streams.
2. In cases where data shards are unavailable or time out, the export will be empty rather than returning partial data.
Some users may benefit from using the {ref}/paginate-search-results.html#scroll-search-results[scroll API], an
alternative to paging through the data.
The behavior of this API does not have the limitations of point in time API, however it has its own limitations:
1. Search is limited to 500 shards at the very most.
2. In cases where the data shards are unavailable or time out, the export may return partial data.
If you prefer the internal implementation of CSV export to use the scroll API, you can configure this in
`kibana.yml`:
[source,yml]
-------------------------------------------
xpack.reporting.csv.scroll.strategy: scroll
-------------------------------------------
For more details about CSV export settings, go to <<reporting-csv-settings>>.
[float]
[[reporting-troubleshooting-csv-socket-hangup]]
=== Socket hangups
A "socket hangup" is a generic type of error meaning that a remote service (in this case Elasticsearch or a proxy in Cloud) closed the connection.
Kibana can't foresee when this might happen and can't force the remote service to keep the connection open.
To work around this situation, consider lowering the size of results that come back in each request or increase the amount of time the remote services will
allow to keep the request open.
For example:
[source,yml]
---------------------------------------
xpack.reporting.csv.scroll.size: 50
xpack.reporting.csv.scroll.duration: 2m
---------------------------------------
Such changes aren't guaranteed to solve the issue, but give the functionality a better
chance of working in this use case.
Unfortunately, lowering the scroll size will require more requests to Elasticsearch during export, which adds more time overhead, which could unintentionally create more instances of auth token expiration errors.
[float]
[[reporting-troubleshooting-csv-token-expired]]
=== Token expiration
To avoid token expirations, use a type of authentication that doesn't expire (such as Basic auth) or run the export using scripts that query Elasticsearch directly.
In a custom script, you have the ability to refresh the auth token as needed, such as once before each query.