Viewing reports

The viewer is where people read a report. Changes you make here, such as slicer choices, apply only to you and never change the report.

Before you start

• You need a role in the workspace. Every member of a workspace can view its reports. See Sharing.
• The report must be published. A report that was never saved shows Report is not published.

The viewer toolbar

Button	What it does
Star next to the name	Add to favorites.
Refresh	Reloads the visuals. With Build on the report, the menu also has Refresh data table now.
Bookmarks	Opens the report bookmarks and your personal bookmarks.
Reset to default	Drops all your changes and goes back to the author’s view.
Filters	Opens the Filters pane when it is closed.
Subscribe	E-mails this page to you on a schedule.
Pin to Home	Pins a card, KPI or gauge to your Home page.
View	Full screen, Start kiosk mode, Fit to page, Fit to width, Actual size.
…	More actions, such as Duplicate, Export as JSON and Embed. See Export and copy.
Edit	Opens the editor. Needs Build.
Share	Opens the share dialog. See Sharing.

The chip “Published · …” shows when the report was last saved.

Move between pages: click a page tab, or press Page Up and Page Down.

Zoom: press Ctrl and + or −, and Ctrl+0 to reset (Cmd on macOS). Hold Space and drag to move around a zoomed page.

Filters pane

The Filters pane lists the filters that apply, under On all pages and On this page. Your cross-filter selections show here too; click Clear this filter to remove one.

• Filters the author marked as locked show Locked.
• Filters the author hid do not show.
• Click Reset to default filters to go back to the author’s filters.

The pane opens on its own when the report has slicers. Close it with Close filters.

Note

Filter changes in View mode apply only to you and don’t change the report.

Reset to default

1. Click Reset to default in the toolbar.
2. Confirm. Fresco BI drops your filters, slicer choices, drill and selections, and shows the author’s view.

Personal bookmarks

A personal bookmark saves your view of the report: page, filters, slicers, sort and drill. Only you see it.

Add a personal bookmark:

1. Set up the page.
2. Click Bookmarks in the toolbar.
3. Under Personal bookmarks, click Add.
4. Type a name.
5. Optionally tick Make default view, so the report opens in this view.
6. Optionally tick Keep all filters to also save the filters and slicers of the other pages.
7. Click Save.

Use and manage them: click a bookmark to apply it. Its menu has Update, Rename, Make default view or Remove default, Move up, Move down and Delete. A deleted bookmark goes to the Deleted list, where Restore brings it back. The default bookmark shows the Default badge.

Under Report bookmarks, you see the bookmarks of the author. Click View to play them as a slideshow. See Canvas objects and bookmarks.

Note

• Each person can keep at most 20 personal bookmarks per report.
• Applying a bookmark never changes the report for others.
• If the author removes a page or visual, a bookmark may show Some parts of this bookmark no longer exist or The bookmark no longer fits the published report.

Visual menu

Hover over a visual and click More options, or right-click the visual:

• Show as table: shows the data of the visual as a table.
• Focus mode: the visual fills the window. Click Exit focus mode or press Esc to return.
• Export data… and Export as PNG: see Export and copy.

Favorites and Home

• Click the star next to the report name to Add to favorites. Your favorites appear under Favorites in the left menu. You can have up to 200 favorites.
• To pin a value to your Home page:
  1. Click Pin to Home in the toolbar.
  2. Pick the Visual. Only cards, KPIs and gauges can be pinned.
  3. Type a Name (up to 60 characters).
  4. Confirm. Fresco BI shows Pinned to Home.

Your Home page shows up to 8 pinned metrics.

Subscribe by e-mail

1. Open the page you want.
2. Click Subscribe in the toolbar.
3. Pick the Frequency: Daily, Weekly (pick the Weekday) or Monthly (pick the Day of month, 1 to 28).
4. Pick the Time, in 15-minute steps, in your browser’s time zone.
5. Confirm. Fresco BI shows Subscribed.

You subscribe only yourself. You can have up to 20 subscriptions, and one per page. Each e-mail has a link to stop it.

Caution

Subscription e-mails are not sent yet: you can create a subscription, but no e-mail arrives for now. The e-mail will carry a link to the page, not a picture of it.

Realtime visuals

Visuals on Realtime data query the source each time they load. Realtime needs the Enterprise plan. See Plans.

Automatic page refresh for Realtime pages is not available yet: the editor cannot load the minimum interval of the organization, so the Auto refresh setting cannot be saved.

States of a Realtime visual:

Message	What to do
Updated at … with the Realtime badge	Normal. The time of the last load.
Showing the first … rows. Filter or use a matrix to see all.	The result was cut. Filter more.
Could not refresh, showing older data	The last load failed; the visual keeps the older data.
The data source answered too slowly / The query took too long	Filter more, or try later. Click Retry.
The source is busy, try again in … s	Wait for the countdown, then Retry.
The data source is unavailable	Ask the owner of the source.
The source needs updated credentials	Ask the owner of the data source to update the credentials.
The source schema has changed	Ask the author of the data model.
The query result is too large	Filter more.
This visual is not available for Realtime data yet	Use another visual type.

Full screen

1. Click View › Full screen.
2. Page tabs and Filters stay available.
3. Click Exit full screen, or press Esc.

Kiosk mode

Kiosk mode shows a report full screen on a TV or wall screen, rotates the pages and refreshes the data.

1. Click View › Start kiosk mode.
2. Pick All pages, or Pick pages and tick the pages.
3. Set Seconds per page: from 10 to 3600, 30 by default.
4. Keep or turn off Auto refresh data, Show page name and Hide cursor after 3 s.
5. Click Start. Or click Copy link to open the same kiosk on another device.

To leave, click Exit kiosk, or press Esc or F11.

Note

• The device must be signed in. The kiosk link holds no access token.
• Drill-through pages are skipped unless you pick them.
• If the screen may turn off, the kiosk shows Screen may sleep.
• If the session ends, the kiosk shows Sign in again.
• An organization Owner or Admin can turn kiosk mode off with Allow kiosk mode in the organization settings. Then Start kiosk mode does not show.

Phone layout

On a narrow screen (under 1024 pixels), the viewer uses the phone layout of a page if the author made one. Otherwise it shows the desktop page scaled down.

Notes

• Nothing you do in the viewer changes the report for others.
• Realtime visuals have a query limit per person. If you hit it, wait a moment and click Retry.

FAQ

I changed a slicer. Will my colleagues see it? No. Your changes apply only to you. To keep them, save a personal bookmark.

How do I make the report always open my way? Save a personal bookmark with Make default view.

Why is there no Auto refresh option on my page? Auto refresh is not available yet. When it is, it needs at least one Realtime visual on the page, and Realtime needs the Enterprise plan.