Document Designer

You must have designer rights to use this tool.

Use the Document Designer to present data in the format of a report when the screen limitations of a dashboard aren't sufficient. A document works better than a dashboard if you're creating a weekly or monthly report that contains dozens of charts, graphs, or lists that run to multiple pages (Word or PDF files), tabs (Excel spreadsheets), or slides (PowerPoint presentations). As with dashboards, you can export documents in a variety of formats for sending via email to key stakeholders.

When using the Document Designer, you have the left navigation pane, as well as the details pane that displays two distinct sub-panes:

The central pane graphically displays one component at a time that's included in the document.

The right pane lists all components included in the document composition. Click any one of the listed components to display it individually in the central pane. You can include any number of components of any type in a document, because you're not constrained by screen real estate.

Getting started

Open the Document Designer by clicking the icon in the toolbox. To get started, use the same method as detailed for creating a dashboard:

In the navigation pane, select the data-source target and define any optional filters. For details about using filters, see Filters.

Expand the components list in the navigation pane, then drag and drop components onto the central pane. It doesn't matter if a component is already displayed; dragging another one to that area adds it to the composition. Continue adding components to the central pane until you have a complete document. For details about components, see About components.

Click a component in the right pane to bring it into focus in the central pane. Use action icons in the header to interact with a displayed component and tailor its design settings. Click a single data point to apply temporary filters or view an underlying record list. For details about these interactive features, see Dashboard Designer.

Use the Tools menu to incorporate any filters or saved dashboards.

To sort components in the right pane, use the icon to move a component up or down the list. Right-click a component to edit, copy, or remove it.

When your design is complete, click the File > Save menu. To export the document, see the procedures below.

Adding parameters

You can include parameters in a document that prompt a user to fill in values before they can view the content. The parameters filter the data, enabling a user to run the same report with different values to obtain varying results. For example, if a document shows all open incidents, you could set up parameters that filter the data by incident Priority and Assignee.

Adding parameters to a document is a two-procedure process—first you add the parameter, then you create a new filter condition that references the parameter in the document.

For additional guidance, see the Document Parameters video on the Ivanti community website.

Exporting

You can export documents to these formats: Word, PDF, HTML, Excel, or PowerPoint. To schedule periodic exports, see Scheduled exports.