Version 2021

How to Share a Dossier

There are several ways to share a dossier with others.

Invite Users

  1. Select a page from a dossier in your library.
  2. Click Share > Share Dossier.
  3. Select users or user groups and add an optional message.
  4. Click Share.

Get Link

  1. Click Share > Share Dossier.
  2. Copy the link that appears at the bottom.

Export to Excel

This option only appears if you have a grid on the page.

To enable auto-fit for column width when exporting a grid to Excel, you must author your columns to fit to contents.

  1. Select a page from a dossier in your library.
  2. Click Share > Export Grid to Excel. If only one grid is on the page, it will download.
  3. If you have multiple grids on the page, use the checkboxes to select your grids and click Export.

    Each exported grid will appear in its own sheet in Excel.

Export to PDF

You can export a dossier to a PDF in two ways:

  • From your library, open the dossier's Properties dialog and click Export to PDF.
  • From an open dossier, click Share > Export to PDF.

Export Settings

There are several export options you can choose prior to creating a PDF from your dossier:

  • Range: Select This page, This chapter, or Entire dossier.
  • Contents: Select All visualizations together, Each visualization separately, or Both.
    • Grid Settings

      • For all visualizations together, select the Expand all grid data checkbox to allow pagination of grids while preserving the reset of the page's text, images, visualizations, etc.
      • For each visualization on a separate page, choose Scale to page width or Extend columns over pages.
  • More Settings
    • Paper Size: Select your paper size. By default, Letter is selected.
    • Orientation: Select  Portrait or   Landscape mode.
    • Display Options
      • Table of Contents: Include the Table of Contents, with chapter and page names, to the first page of your PDF export.
      • Show header on every page: Display the dossier, page, and chapter name in a header for each page.
      • Show page numbers: Display page numbers on each page.
      • Show filters: Choose to show a summary of your filters at the top of each PDF page, show a comprehensive view of your filters at the end of your PDF export, or have both.

Download Dossier

You can download a dossier's .mstr file in two ways:

  • From your library, open the dossier's Properties dialog and lick Download Dossier.
  • From an open dossier, click Share > Download Dossier.

You can then send the .mstr file via email.

Once you share the .mstr file, the file is no longer linked to the original data sources and is not updated.

Subscribe to Dossier

Create subscriptions based on dossier views.

  1. Click Share > Subscribe to Dossier.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the dossier or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose either Excel or PDF as the format of the subscription. The PDF option allows you to change advanced Attached PDF Settings.

  5. Select a schedule. Schedules have already been created.

  6. Add an optional note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Click Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the Sidebar menu of Library Home or the information window of the dossier.

Invite Users

  1. Select a page from a dossier in your library.
  2. Tap Share > Share Dossier.
  3. Select users or user groups and add an optional message.
  4. Tap Send.

Get Link

  1. Select a page from a dossier in your library.
  2. Tap Share > Share Dossier.
  3. Tap Copy Link.

Export Excel

Exporting to Excel is only supported on iOS devices, and not Android.

This option only appears if you have a grid on the page.

  1. Select a page from a dossier in your library.
  2. Tap Share > Export to Excel. If only one grid is on the page, it will download.
  3. If you have multiple grids on the page, select your grids and Export.

    Each exported grid will appear in its own sheet in Excel.

Share PDF

  1. Select a page from a dossier in your library.
  2. Tap Share > Export to PDF.
  3. Tap Export and Share.
  4. Customize the PDF export options.
  5. Click Export.

PDF Options

There are several export options you can choose prior to creating a PDF from your dossier:

  • Range: Select This page, This chapter, or Entire dossier.
  • Contents: Select All visualizations together, Each visualization separately, or Both.
    • Grid Settings
      • For all visualizations together, select the Expand all grid data checkbox to allow pagination of grids while preserving the reset of the page's text, images, visualizations, etc.
      • For each visualization on a separate page, choose Scale to page width or Extend columns over pages.
  • More Settings
    • Paper Size: Select your paper size. By default, Letter is selected.
    • Orientation: Select  Portrait or  Landscape mode.
    • Display Options
      • Table of Contents: Include the Table of Contents, with chapter and page names, to the first page of your PDF export.
      • Show header on every page: Display the dossier, page, and chapter name in a header for each page.
      • Show page numbers: Display page numbers on each page.
      • Show filters: Choose to show a summary of your filters at the top of each PDF page, show a comprehensive view of your filters at the end of your PDF export, or have both.

 

Download .mstr File

  1. From an open dossier, tap Share > Download Dossier.
  2. Select a recipient.

    You can then send the .mstr file to a contact, email, another application, or save it on your device.

Once you share the .mstr file, the file is no longer linked to the original data sources and is not updated.

Subscribe to Dossier

Create subscriptions based on dossier views.

  1. Tap Share.> Subscribe to Dossier.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the dossier or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose either Excel or PDF as the format of the subscription. The PDF option allows you to change advanced Attached PDF Settings.

  5. Select a schedule. Schedules have already been created.

  6. Add an optional note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Tap Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the Sidebar menu of Library Home or the information window of the dossier.

Invite Users

  1. Select a page from a dossier in your library.
  2. Tap Share > Share Dossier.
  3. Select users or user groups and add an optional message.
  4. Tap Send.

Get Link

  1. Select a page from a dossier in your library.
  2. Tap Share > Share Dossier.
  3. Tap Copy Link.

Export Excel

Exporting to Excel is only supported on iOS devices, and not Android.

This option only appears if you have a grid on the page.

  1. Select a page from a dossier in your library.
  2. Tap Share > Export to Excel. If only one grid is on the page, it will download.
  3. If you have multiple grids on the page, select your grids and Export.

    Each exported grid will appear in its own sheet in Excel.

Share PDF

  1. Select a page from a dossier in your library.
  2. Tap Share > Export to PDF.
  3. Tap Export and Share.
  4. Customize the PDF export options.
  5. Click Export.

PDF Options

There are several export options you can choose prior to creating a PDF from your dossier:

  • Range: Select This page, This chapter, or Entire dossier.
  • Contents: Select All visualizations together, Each visualization separately, or Both.
    • Grid Settings
      • For all visualizations together, select the Expand all grid data checkbox to allow pagination of grids while preserving the reset of the page's text, images, visualizations, etc.
      • For each visualization on a separate page, choose Scale to page width or Extend columns over pages.
  • More Settings
    • Paper Size: Select your paper size. By default, Letter is selected.
    • Orientation: Select  Portrait or  Landscape mode.
    • Display Options
      • Table of Contents: Include the Table of Contents, with chapter and page names, to the first page of your PDF export.
      • Show header on every page: Display the dossier, page, and chapter name in a header for each page.
      • Show page numbers: Display page numbers on each page.
      • Show filters: Choose to show a summary of your filters at the top of each PDF page, show a comprehensive view of your filters at the end of your PDF export, or have both.

Download .mstr File

  1. From an open dossier, tap Share > Download Dossier.
  2. Select a recipient.

    You can then send the .mstr file to a contact, email, another application, or save it on your device.

Once you share the .mstr file, the file is no longer linked to the original data sources and is not updated.

Subscribe to Dossier

Create subscriptions based on dossier views.

  1. Tap Share.> Subscribe to Dossier.

  2. Name the new subscription.

  3. Select a bookmark. You can select the current view of the dossier or another bookmark to create the subscription.

    Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

  4. Choose either Excel or PDF as the format of the subscription. The PDF option allows you to change advanced Attached PDF Settings.

  5. Select a schedule. Schedules have already been created.

  6. Add an optional note.

  7. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

    By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

  8. Optionally, select the Send preview now to all recipients checkbox.

  9. Tap Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the Sidebar menu of Library Home or the information window of the dossier.