[role="xpack"]
[[reporting-getting-started]]
== Getting Started

{reporting} is automatically enabled in {kib}. 

To manually generate a report:

. Open {kib} in your web browser and log in. If you are running {kib}
locally, go to `http://localhost:5601`. To access {kib} and generate
reports, you need the `kibana_user` and `reporting_user` roles. For more
information, see <<secure-reporting>>.

. Open the dashboard, visualization, or saved search you want to include
in the report.

. Click *Reporting* in the {kib} toolbar:
+
--
[role="screenshot"]
image:reporting/images/reporting-button.png["Reporting Button",link="reporting-button.png"]
--

. Depending on the {kib} application, choose the appropriate options:

.. If you're on Discover, click the *Generate CSV* button.

.. If you're on Visualize or Dashboard:

  ... Select either *Optimize PDF for printing* or *Preserve existing layout in PDF*. For an explanation of the different layout modes, see <<pdf-layout-modes, PDF Layout Modes>>.

  ... Click the *Generate PDF* button.

If you want to automatically generate reports from a script or with
{watcher}, use the displayed Generation URL. For more information, see
<<automating-report-generation, Automating Report Generation>>