How to :: configure the execsum¶
Disclaimer : This is a paid feature !
The execsum stands for “Executive Summary”, it’s here to give to our client a PDF printable summary of the app.
Select a few stories from your app to create a clean pdf.
The execsum is reusing existing charts with the ability to override some options in order to better customized your PDF.
When it’s configured, a button will be displayed at the bottom of the dashboards. Enter the recipient email and hop! It’s in his/her inbox.
By default, the PDF is generated with the current reports and date selectors values in the title.
- For a better user experience, we recommend not to exceed 8 charts by page (4 rows, 2 charts by rows).
- 🔍 To see the result of your execsum without waiting for the PDF generation, you can access it at http://my_instance.toucantoco.com/my_app/execsum?report=my_report
- Master/slave and double charts are not available in the execSum
- Keep in mind that story with filters won’t be usable on paper 🤔
- Don’t forget to push to production your changes
This block of configuration lives into the
at the same level as settings for example.
Mandatory config options
title:: Title displayed in the header
pages: It’s an array of rows, each object describe each PDF page in the same order.
rows: A row it’s a line on your page. It’s an array of tiles
tiles: Array of object which describe the tile:
id: Id of the chart to display
Available optional config options
source:: Source that will be displayed in the right bottom of the header
backgroundOffsetY: Default to 250. Vertical offset of the header’s background
visibility: Define if the row is visible or not according to a condition
visibility: Define if the tile is visible or not according to a condition
overrides: This object will override the displayed slide options (e.g: title, chartoptions, etc…)
size: Default to 1 Describe the height ratio of the row compare to the others
execsumConfig: source: 'Toucan Toco, 2019' title: 'Executive summary' pages: [ rows: [ visibility: "<%= appRequesters.report == 'US' %>" tiles: [ id: 41002 overrides: title: 'Horizontal barchart' chartOptions: labelPosition: 'left' , id: 40200 overrides: title: 'Centered average' ] , tiles: [ id: 40401 overrides: title: '<%= appRequesters.report == \'Waterfall US\' ? appRequesters.report : \'Other Waterfall\' %>' , id: 40501 overrides: title: 'Funnelchart' ] ] ]