kibana/docs/user/reporting/automating-report-generation.asciidoc
Julia Rechkunova db1c118fa1
[8.x] [Discover] Rename Saved Search to Discover Session (#202217) (#204818)
# Backport

This will backport the following commits from `main` to `8.x`:
- [[Discover] Rename Saved Search to Discover Session
(#202217)](https://github.com/elastic/kibana/pull/202217)

<!--- Backport version: 8.9.8 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

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Rename Saved Search to Discover Session (#202217)\n\n- Closes
https://github.com/elastic/kibana/issues/174144\r\n\r\n##
Summary\r\n\r\nThis PR renames Saved Search into Discover Session in
UI.\r\n\r\n- [x] Discover\r\n- [x] Saved Objects page and modal\r\n- [x]
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Rename Saved Search to Discover Session (#202217)\n\n- Closes
https://github.com/elastic/kibana/issues/174144\r\n\r\n##
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Rename Saved Search to Discover Session (#202217)\n\n- Closes
https://github.com/elastic/kibana/issues/174144\r\n\r\n##
Summary\r\n\r\nThis PR renames Saved Search into Discover Session in
UI.\r\n\r\n- [x] Discover\r\n- [x] Saved Objects page and modal\r\n- [x]
Docs\r\n- [x] Other occurrences \r\n\r\n<img width=\"810\"
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BACKPORT-->
2024-12-19 21:38:57 +11:00

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[role="xpack"]
[[automating-report-generation]]
== Automatically generate reports
To automatically generate PDF and CSV reports, generate a POST URL, then submit the HTTP `POST` request using {watcher} or a script.
[float]
[[create-a-post-url]]
=== Create a POST URL
Create the POST URL that triggers a report to generate PDF and CSV reports.
To create the POST URL for PDF reports:
. Go to *Dashboards*, *Visualize Library*, or *Canvas*.
. Open the dashboard, visualization, or **Canvas** workpad you want to view as a report.
* If you are using *Dashboard* or *Visualize Library*, from the toolbar, click *Share > Export*, select the PDF option then click *Copy POST URL*.
* If you are using *Canvas*, from the toolbar, click *Share > PDF Reports*, then click *Advanced options > Copy POST URL*.
To create the POST URL for CSV reports:
. Go to *Discover*.
. Open the saved Discover session you want to share.
. In the toolbar, click *Share > Export > Copy POST URL*.
[float]
[[use-watcher]]
=== Use Watcher
include::watch-example.asciidoc[]
[float]
[[use-a-script]]
=== Use a script
include::script-example.asciidoc[]
[float]
[[reporting-response-codes]]
=== HTTP response codes
include::response-codes.asciidoc[]
[float]
[[deprecated-report-urls]]
=== Deprecated report URLs
If you experience issues with the deprecated report URLs after you upgrade {kib}, regenerate the POST URL for your reports.
* *Dashboard* reports: `/api/reporting/generate/dashboard/<dashboard-id>`
* *Visualize Library* reports: `/api/reporting/generate/visualization/<visualization-id>`
* *Discover* reports: `/api/reporting/generate/search/<discover-session-id>`
IMPORTANT:
In earlier {kib} versions, you could use the `&sync` parameter to append to report URLs that held the request open until the document was fully generated. The `&sync` parameter is now unsupported. If you use the `&sync` parameter in Watcher, you must update the parameter.