Reports Help

Creating URL/Permalink to Views

Creating URL/Permalink - Introduction

In SkyDesk Reports you can easily create a standalone Permanent URLs(Permalink) for any view you have created in SkyDesk Reports. SkyDesk Reports allows you to create a URL with private access with/without login or with public access. Permalink allows your users to access the shared reports through a URL so that your reports can be bookmarked for quick reference anytime or can be linked from other websites. Users visiting these links will be able to see the latest live version of the view. Any changes you make to the view or the underlying data will be reflected automatically in the permalink.

You can create URL for any type of view that you have created in SkyDesk Reports, including Charts, Pivot tables, Summary views, Tabular views, Dashboards, Tables and Query tables. By default, all views created in SkyDesk Reports are private. Only users to whom the view has been shared can see the report using the corresponding report's URL. Shared user has to login into SkyDesk Reports when prompted for login. If the user has already logged into SkyDesk Reports (in the same browser), then it will not prompt for login. For more information on how to share reports to users, Refer to the topic Sharing and Collaboration.

In case you do not want the users to be logged into SkyDesk Reports while accessing the report, then you need to create URL with the setting Access without Login or make the view public. We will discuss about the various access models for each view type in the following sections.

Creating Permalink for Charts

SkyDesk Reports provides option to create a URL to your chart in interactive mode or in image mode. With this you will be able to share your charts through a created URL with interactive options as you have within the SkyDesk Reports service such as toolbar menu, user filters, mouse over effects. Depending on the option selected, the URL for your chart will be generated.

Interactive Mode

When you create a URL for the chart in interactive mode, then users visiting the URL can view and interact with the chart as you could do when you view the chart within the SkyDesk Reports user interface. The following interactions are possible when a chart is in interactive mode:

  • Mouse over the chart for tooltips & highlights.
  • Click on any data point in the chart to view the underlying data (drill down).
  • You can also include the chart toolbar to enable users to change the chart type.
  • Apply User Filters, if the chart contains user filters.
  • Interact with legend for mouse over effects and chart filtering based on values listed in the legend.

Image Mode

When you create a URL for the chart in image mode, the chart will be generated as a static image and thus the web page will get loaded faster.

The following are the three access models that you can choose for your chart permalink for both Interactive and Image mode.

  • Creating Permalink with Private Access with Login
  • Creating Permalink with Private Access without Login
  • Creating Permalink with Public Access

Creating Permalink for Charts with Private Access with Login

When you create a URL for your chart, by default it will be set to Private Access with Login setting to provide highest level of security to your chart. In this access mode you have to share the chart to your users and those shared users will be able to access the chart, on successful login. Any other users to whom you have not shared the view or public users will not be able to access the chart.

You can create permalink for the charts with Private Access with Login setting by following the steps below:

    • From Explorer tab, open the chart and invoke Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

  • Access  Permission will,be se to Access with Login by default.
  • The Setting group box provides opton to customize the embeded chart.  Specify the width and height in the corrresponding boxes in Set Screen  Size option.
  • In the Chart Rendering section selecte As Interactive or As Image -
  • Select the required legend position for the chart from the drop-down list under the Legend Position option. The supported options are:
    • Right - Places the legend to the right side of the chart.
    • Left - Places the legend to the left side of the chart.
    • Top-Left - Places the legend to the top left of the chart below the title.
    • Top-Center - Places the legend to the top center of the chart below the title.
    • Top-Right - Places the legend to the top right of the chart below the title.
    • Bottom-Left - Places the legend to the bottom left corner of the chart.
    • Bottom-Center - Places the legend to the bottom center of the chart.
    • Bottom - Right - Places the legend to the bottom right corner of the chart.
  • Select the Auto Refresh every N seconds checkbox and then specify time in seconds to automatically refresh your view to show latest data.
  • You can choose to display a selective set of data in your embedded view using the Specify Filter Criteria option. To know how to specify filter criteria, refer here.

  • Select Toolbar, if you want to include the chart toolbar in the permalink. This option will be available only when you set this as an interactive chart.
  • Copy the generated permalink from the URL for accessing this view(/table) independently field.

When users visit the permalink it will prompt for login details as shown below, in case the user has not logged in already into SkyDesk Reports. On successful login they will be able to access the chart.

Creating Permalink for Charts with Private Access without Login

In case you want your chart to be accessed by the users to whom you share the permalink of the view and do not want them to login into SkyDesk Reports every time they access the URL, then you have to create it with private Access without Login setting. Both Interactive and image mode is supported in this model. When this setting is selected SkyDesk Reports will generate a permalinks which will contain a unique randomly generated private key (private link), making them secure and very hard (if not impossible) to guess.

To create permalink for the charts with Private Access with Login setting, follow the steps below:

    • Open the chart and invoke Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

    • Select Access without Login in the Access Permision section.

  • Customize the setting in the dialog as per your requirement. For more details about the setting refer to Creating Permalink for Chart with Private Access with Login section.
  • If you want to edit the permissions to be granted to this view, then click Editing Private Link Permissions link. The Edit Permissions for the selected tables/report dialog box will open.

  • Grant permissions you want to give for the chart. An alternative way to change permissions is described in the Editing Permissions of Created URL section .
  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

Note

    You can regenerate the random key, if you want to make the previously published link invalid for security reasons. To regenerate the random key, select Regenerate Random Key link in the dialog box. You have to share your permalink to your users again, if you want to continue your existing users to access the view without logging in.

Protecting Private URL (without Login) with a password

Now you can protect your private URLs (without Login)with password. When you generate a permalink with Private Access (Without Login) SkyDesk Reports will generate a private permalink making it secure and very hard to guess. You can also protect it with a password by selecting Set access password checkbox in Embed Snippet dialog. 

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Creating Permalink for Charts with Public Access

In case you want your chart to be accessible to all users who visits the permalink and do not require the random key based link generation (as in Private access without login option), then you have to create it with Public Access setting.

To do this:

    • Make the chart for which you want to create permalink public. Refer to the topic Making Views/Workspace Public for information on how to make a chart public and to grant the required permissions.
    • Click Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

Editing Permissions of Created Charts URL

You can edit permissions of the created URL of the chart anytime you want. Refer to the Editing Permissions for Created URL section to know how to edit permissions of the chart.

Creating Permalink for Tables, Pivots, Summary and Tabular Views

SkyDesk Reports supports creating permalink for all type of views such as Table, Query Table, Pivot Table, Summary View and Tabular View created in SkyDesk Reports.

You can choose one of the following three access models while creating permalink (similar to the options provided for the Charts discussed in the previous section):

  • Creating Permalink with Private Access with Login
  • Creating Permalink with Private Access without Login
  • Creating Permalink with Public Access

Creating Permalink for views with Private Access with Login

When you create a permalink for your view with Private Access with Login setting, then it would prompt for the users to login with SkyDesk Reports login ID to access the view. Also, only users to whom you have shared the view (Using the Share option) would be able to access the view, on successful login. This is the most secure way of sharing a view.

The following steps illustrates how to create a permalink for a table in SkyDesk Reports:

  • From the Explorer tab, open the corresponding table and invoke Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

  • Select the required options provided for the view.

The following table describes various options available for different types of views.

OPTION DESCRIPTION APPLICABLE TO
Width Allows you to set the width of the published view. Applicable for Tables, Query Tables, Pivots, Summary and Tabular views.
Height Allows you to set the height of the published view. Applicable for Tables, Query Tables, Pivots, Summary and Tabular views.
Auto Refresh Every N Seconds Allows you to automatically refresh your view at a set interval to display latest data. Applicable for Tables, Query Tables, Pivots, Summary and Tabular views.
Data Type Symbol Provides the data type symbol of the corresponding column in the header.
Symbols used e.g.:- for text data type, for date etc.

 

Applicable for Tables, Query Tables and Tabular views.
Toolbar Provides a toolbar of the corresponding view at the top, when published. Applicable for Tables, Query Tables, Pivots, Summary and Tabular views.
Search Box Provides a search box at the top of the view.
When you check the Toolbar option, this option becomes inactive. 
Applicable only for Tables.
Column Chooser Provides an option to show or hide columns from the view. Applicable for Table, Tabular view and Query Table,
Title Provides title of the View Pivot and Summary views.
Description Provides a brief description of the view Applicable for Pivot and Summary views.
Specify Filter Criteria Allows you to filter the data by specifying a filter criteria. Applicable for Tables, Query Tables, Pivots, Summary and Tabular views.

  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

When users visit the permalink it will prompt for login details as shown below, in case the user has not logged in already into SkyDesk Reports. On successful login they will be able to access the view.

Creating Permalink for views with Private Access without Login

In case you do not want all your users to login to SkyDesk Reports, but still want to share the view securely, then you can create a permalink for the view for the view with Private Access without Login setting. When this setting is selected SkyDesk Reports will generate a permalinks which will contain a unique randomly generated private key (private link), making them secure and very hard (if not impossible) to guess.

To create a permalink for a table with private access without login, follow the steps given below:

    • Open the corresponding table and then invoke Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

    • Select Access without Login in the Access Permision section.

  • Select/Edit the required options in the dialog box. For details about these options, refer to the Creating Permalink with Private Access with Login section.
  • If you want to edit the permissions to be granted to this view, then click Editing Private Link Permissions link. The Edit Permissions for the selected tables/report dialog box will open.

  • Grant or remove Read/Export permissions for the selected table by selecting/deselecting the corresponding check boxes and then click OK. An alternative way to change permissions is described under the Editing Permissions of permalink section.
  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

Note

    You can regenerate the random key, if you want to make the previously published link invalid for security reasons. To regenerate the random key, select Regenerate Random Key link at the bottom of the dialog box.

Creating Permalink for views with Public Access

If you want to create a permalink for a view which will be accessible to all users who visits the permalink and do not require the random key based link generation (as in Private access without login option), then you can create it with Public Access setting.

To do this:

    • Make the view for which you want to create permalink as public. Refer to the topic Making Views/Workspace Public for information on how to make a chart public and to grant the required permissions.
    • Click Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

  • Select/Edit the required options in the dialog box. For details about these options, refer to the Creating Permalink with Private Access with Login section.
  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

Editing Permissions of Created View URL

You can edit permissions of the URL anytime you want. Refer to the Editing Permissions for Created URL section to know how to edit permissions of the view.

Creating Permalink for Dashboards

You can create a permalink to the dashboards in SkyDesk Reports following the same steps as described for other types of views in the previous section.

Following are the three access models that you can choose while creating permalink for your dashboard (similar to options provided for the Charts discussed in the previous section):

  • Creating Permalink with Private Access with Login
  • Creating Permalink with Private Access without Login
  • Creating Permalink with Public Access

Creating Permalink for Dashboard with Private Access with login

When you create a permalink for your view with Private Access with Login setting, then users with whom you have privately shared this view can access these view after successful login.

To create a permalink to your dashboard:

    • Open the corresponding table and then invoke Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

    • Select the Auto Refresh every N seconds checkbox and then specify time in seconds to automatically refresh your view to show latest data.
    • You can choose to display a selective set of data in your embedded view using the Specify Filter Criteria option. To know how to specify filter criteria, refer here.

  • Select Toolbar, if you want to include the chart toolbar when embedded.
  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

When users visit the permalink it will prompt for login details as shown below, in case the user has not logged in already into SkyDesk Reports. On successful login they will be able to access the view.

Creating Permalink for Dashboard with Private Access without Login

You can create the permalink for your dashboard with Private Access without Login setting, if you do not want all your users to login to SkyDesk Reports, but still want to share the view securely. When this setting is selected SkyDesk Reports will generate a permalinks which will contain a unique randomly generated private key (private link), making them secure and very hard (if not impossible) to guess.

To create a permalink to your dashboard with Private Access without Login:

    • Open the corresponding table and then invoke Publish > URL/ Permalink to this view option in the toolbar. The Access URL dialog will open.

    • Select Access without Login in the Access Permision section.

  • Select/Edit the required options in the dialog box. For details about these options, refer to the Creating Permalink with Private Access with Login section.
  • If you want to edit the permissions to be granted to this view, then click Editing Private Link Permissions link. The Edit Permissions for the selected tables/report dialog box will open.

  • Grant or remove Read/Export permissions for the selected table by selecting/deselecting the corresponding check boxes and then click OK. An alternative way to change permissions is described under the topic Editing Permissions of permalink section.
  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

Creating Permalink for Dashboard with Public Access

If you want to create a permalink for your dashboard which will be accessible to all users who visits the permalink and do not require the random key based link generation (as in Private access without login option), then you can create it with Public Access setting.

    • Open the corresponding table and then invoke Publish > URL/ Permalink to this view option in the toolbar.

  • Select/Edit the required options in the dialog box. For details about these options, refer to the Creating Permalink with Private Access with Login section.
  • Copy the generated permalink from the URL for accessing this view(/table) independently field and then click Close.

Editing Permissions of Created Dashboard URL

You can edit permissions of the created URL of the dashboard anytime you want. Refer to the Editing Permissions for Created URL section to know how to edit permissions of the dashboard.

Editing Permissions of the Created Permalink

SkyDesk Reports allows you to edit the previously granted permissions of the permanent URL (both private and public). You can also completely remove access to the link.

  • Open the corresponding view and invoke the Share > Edit Existing Shared Details option in the toolbar. The Edit Existing Shared Details dialog will open.

  • Click the Edit Permission link adjacent to the appropriate option.
  • To edit permissions granted for the created URL with private access without login, click the link adjacent to Private Link.
  • To edit permissions granted for the created URL with private access without login, click the link adjacent to the shared users' name.
  • To edit permissions granted for the created URL with public access, click the link adjacent to Public Visitor.
  • ThEdit Permission for the selected table/report dialog will open. Modify the permission granted and then click Ok.

You can grant new permissions or revoke permissions for the selected table by selecting/deselecting the corresponding check box in the Edit Permission dialog box. Click OK to complete the process. If you want to remove access to the private/public or shared users for the URL, click on the corresponding Remove link adjacent to each shared member and then click Close.

Applying Filters on the Views

SkyDesk Reports allows you to apply dynamic filters to your views when sharing it to your users. These filters gets applied on the fly over the data displayed as part of the view, when users access it using its permalink. Using this feature, you can share the same permalink to different set of users by applying different set of filter criteria, to suit the allowed permission, context and profile of the user who is accessing the URL.

Filters can be applied by passing the required filter criteria to the parameter named ZOHO_CRITERIA and appending it as a part of the URL/Permalink. The view's data is filtered and displayed based on the criteria specified, whenever a user access the link.

Example:

The generated Permalink/URL for a chart would look like as shown below.

http://reports.skydesk.jp/ZDBDataSheetView.cc?OBJID=29406000000445889&STANDALONE=true&privatelink=63b5c6b5fa2091af20e1b57243cd4c26&LP=RIGHT&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true
The above URL displays Store Sales bar chart when accessed by the users. To limit the view to just show the Store Sales for the year 2008, add &ZOHO_CRITERIA=year("Date")='2008' to the URL as shown below. Here in the example Year function is used to extract year from the column Date.

http://reports.skydesk.jp/ZDBDataSheetView.cc?OBJID=29406000000445889&ZOHO_CRITERIA=Year("Date")='2008'&STANDALONE=true
&privatelink=63b5c6b5fa2091af20e1b57243cd4c26&LP=RIGHT&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true

Now, the URL displays Store Sales chart containing only the values matching the year 2008 as shown below, when accessed by the users.

Filter Criteria Format

Filter criteria will exactly follow the same format as that given in Applying Filters on Embedded Views section of Embedding View in Web pages topic.

Related Topics

Sharing Views to a User l Sharing Views to a Group l Accessing Shared Views l Making Views/Workspace Public l Multiple Workspace Owners

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