kibana/docs/user/reporting/automating-report-generation.asciidoc
Kaarina Tungseth 524fe6dfe2
[DOCS] Updates to the Reporting docs (#101326)
* [DOCS] Updates to thee Reporting docs

* Adds the main sharing page

* Final changes

* Changed configuring-reporting link to secure-reporting

* Updates from meeting with Tim and Larry

* Moves reporting and sharing content above ML

* Update docs/setup/configuring-reporting.asciidoc

Co-authored-by: Larry Gregory <lgregorydev@gmail.com>

* Review comments from Tim and Larry

* Fixes broken links

* Fixes redirect

* Fixes broken link from ES docs

* Adds metadata to changed pages

* Review comments

Co-authored-by: Larry Gregory <lgregorydev@gmail.com>
2021-06-30 12:10:04 -05:00

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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:
. Open the main menu, then click *Dashboard, *Visualize Library*, or *Canvas*.
. Open the dashboard, visualization, or **Canvas** workpad you want to view as a report.
. From the toolbar, click *Share > PDF Reports*, then choose an option:
* If you are using *Dashboard* or *Visulize Library*, click *Copy POST URL*.
* If you are using *Canvas*, click *Advanced options > Copy POST URL*.
To create the POST URL for CSV reports:
. Open the main menu, then click *Discover*.
. Open the saved search you want to share.
. In the toolbar, click *Share > CSV Reports > 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* saved search reports: `/api/reporting/generate/search/<saved-search-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.