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Docs: improve reporting doc (#35187)

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* Docs: improve reporting doc

* Docs: small fixes

* Update docs/sources/enterprise/enterprise-configuration.md

Co-authored-by: achatterjee-grafana <70489351+achatterjee-grafana@users.noreply.github.com>

Co-authored-by: achatterjee-grafana <70489351+achatterjee-grafana@users.noreply.github.com>
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docs/sources/enterprise/enterprise-configuration.md
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@ -133,6 +133,10 @@ Maximum number of concurrent calls to the rendering service.
Scale factor for rendering images. Value `2` is enough for monitor resolutions, `4` would be better for printed material. Setting a higher value affects performance and memory.
### max_attachment_size_mb
Set the maximum file size in megabytes for the CSV attachments.
### fonts_path
Path to the directory containing font files.

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docs/sources/enterprise/reporting.md
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@ -51,6 +51,39 @@ Only organization admins can create reports by default. You can customize who ca
{{< figure src="/static/img/docs/enterprise/reports-create-new-8.0.png" max-width="500px" class="docs-image--no-shadow" >}}
### Choose template variables
> **Note:** Available in Grafana Enterprise version 7.5+ (behind `reportVariables` feature flag) and Grafana Enterprise version 8+ without a feature flag.
You can configure report-specific template variables for the dashboard on the report page. The variables that you select will override the variables from the dashboard, and they are used when rendering a PDF file of the report. For detailed information about using template variables, refer to the [Templates and variables]({{< relref "../variables/_index.md" >}}) section.
> **Note:** The query variables saved with a report might go out of date if the results of that query change. For example, if your template variable queries for a list of hostnames and a new hostname is added, then it will not be included in the report. If that happens, the selected variables will need to be manually updated in the report. If you select the `All` value for the template variable or if you keep the dashboard's original variable selection, then the report will stay up-to-date as new values are added.
### Render a report with panels or rows set to repeat by a variable
> **Note:** Available in Grafana Enterprise v8+.
You can include dynamic dashboards with panels or rows, set to repeat by a variable, into reports. For detailed information about setting up repeating panels or rows in dashboards, refer to the [Repeat panels or rows]({{< relref "../panels/repeat-panels-or-rows.md" >}}) section.
#### Caveats:
- Rendering repeating panels for dynamic variable types (e.g. `query` variables) with selected `All` value is currently not supported. As a workaround, it is possible to individually select all the values instead.
- If you select different template variables in a report for a dashboard with repeating rows, you might see empty space or missing values at the bottom of the report. This is because the dimensions of the panels from the dashboard are used to generate the report. To avoid this issue, use the dashboard's original template variables for the report, or make a copy of the dashboard, select the new set of template variables, and generate a report based on the copied dashboard.
- Rendering of the repeating panels inside collapsed rows in reports is not supported.
### Report time range
> Setting custom report time range is available in Grafana Enterprise v7.2+.
By default, reports use the saved time range of the dashboard. Changing the time range of the report can be done by:
- Saving a modified time range to the dashboard.
- Setting a time range via **Time range** field in the report form. If specified, then this custom time range overrides the one from the report's dashboard.
The page header of the report displays the time range for the dashboard's data queries. Dashboards set to use the browser's time zone will use the time zone on the Grafana server.
If the time zone is set differently between your Grafana server and its remote image renderer, then the time ranges in the report might be different between the page header and the time axes in the panels. To avoid this, set the time zone to UTC for dashboards when using a remote renderer. Each dashboard's time zone setting is visible in the [time range controls]({{< relref "../dashboards/time-range-controls.md/#dashboard-time-settings" >}}).
### Layout and orientation
> We're actively working on developing new report layout options. [Contact us](https://grafana.com/contact?about=grafana-enterprise&topic=design-process&value=reporting) if you would like to get involved in the design process.
@ -62,6 +95,18 @@ Simple | Landscape | v6.7+ | Generates an A4 page in landscape mode with a singl
Grid | Portrait | v7.2+ | Generates an A4 page in portrait mode with panels arranged in the same way as at the original dashboard. | {{< figure src="/static/img/docs/enterprise/reports_grid_portrait_preview.png" max-width="500px" max-height="500px" class="docs-image--no-shadow" >}}
Grid | Landscape | v7.2+ | Generates an A4 page in landscape mode with panels arranged in the same way as at the original dashboard. | {{< figure src="/static/img/docs/enterprise/reports_grid_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}}
### CSV export
> **Note:** Only available in Grafana Enterprise v8.0+, with the [Grafana image renderer plugin](https://grafana.com/grafana/plugins/grafana-image-renderer) v3.0+.
You can attach a CSV file to the report email for each table panel on the selected dashboard, along with the PDF report. By default, CSVs larger than 10Mb won't be sent to avoid email servers to reject the email. You can increase or decrease this limit in the [reporting configuration]({{< relref "#rendering-configuration" >}}).
This feature relies on the same plugin that supports the [image rendering]({{< relref "../administration/image_rendering.md" >}}) features.
When the CSV file is generated, it is temporarily written to the `csv` folder in the Grafana `data` folder.
A background job runs every 10 minutes and removes temporary CSV files. You can configure how long a CSV file should be stored before being removed by configuring the [temp-data-lifetime]({{< relref "../administration/configuration/#temp-data-lifetime" >}}) setting. This setting also affects how long a renderer PNG file should be stored.
### Scheduling
Scheduled reports can be sent on a monthly, weekly, daily, or hourly basis. You may also disable scheduling for when you either want to send it via the API.
@ -119,39 +164,6 @@ The last saved version of the report will be sent to selected emails. You can us
{{< figure src="/static/img/docs/enterprise/reports_send_test_mail.png" max-width="500px" class="docs-image--no-shadow" >}}
### Report time range
> Setting custom report time range is available in Grafana Enterprise v7.2+.
By default, reports use the saved time range of the dashboard. Changing the time range of the report can be done by:
- Saving a modified time range to the dashboard.
- Setting a time range via **Time range** field in the report form. If specified, then this custom time range overrides the one from the report's dashboard.
The page header of the report displays the time range for the dashboard's data queries. Dashboards set to use the browser's time zone will use the time zone on the Grafana server.
If the time zone is set differently between your Grafana server and its remote image renderer, then the time ranges in the report might be different between the page header and the time axes in the panels. To avoid this, set the time zone to UTC for dashboards when using a remote renderer. Each dashboard's time zone setting is visible in the [time range controls]({{< relref "../dashboards/time-range-controls.md/#dashboard-time-settings" >}}).
### Choose template variables
> **Note:** Available in Grafana Enterprise version 7.5+ (behind `reportVariables` feature flag) and Grafana Enterprise version 8+ without a feature flag.
You can configure report-specific template variables for the dashboard on the report page. The variables that you select will override the variables from the dashboard, and they are used when rendering a PDF file of the report. For detailed information about using template variables, refer to the [Templates and variables]({{< relref "../variables/_index.md" >}}) section.
> **Note:** The query variables saved with a report might go out of date if the results of that query change. For example, if your template variable queries for a list of hostnames and a new hostname is added, then it will not be included in the report. If that happens, the selected variables will need to be manually updated in the report. If you select the `All` value for the template variable or if you keep the dashboard's original variable selection, then the report will stay up-to-date as new values are added.
### Render a report with panels or rows set to repeat by a variable
> **Note:** Available in Grafana Enterprise v8+.
You can include dynamic dashboards with panels or rows, set to repeat by a variable, into reports. For detailed information about setting up repeating panels or rows in dashboards, refer to the [Repeat panels or rows]({{< relref "../panels/repeat-panels-or-rows.md" >}}) section.
#### Caveats:
- Rendering repeating panels for dynamic variable types (e.g. `query` variables) with selected `All` value is currently not supported. As a workaround, it is possible to individually select all the values instead.
- If you select different template variables in a report for a dashboard with repeating rows, you might see empty space or missing values at the bottom of the report. This is because the dimensions of the panels from the dashboard are used to generate the report. To avoid this issue, use the dashboard's original template variables for the report, or make a copy of the dashboard, select the new set of template variables, and generate a report based on the copied dashboard.
- Rendering of the repeating panels inside collapsed rows in reports is not supported.
## Pause report
> **Note:** Available in Grafana Enterprise v8+.
@ -181,6 +193,8 @@ concurrent_render_limit = 4
# Set the scale factor for rendering images. 2 is enough for monitor resolutions
# 4 would be better for printed material. Setting a higher value affects performance and memory
image_scale_factor = 2
# Set the maximum file size in megabytes for the CSV attachments
max_attachment_size_mb = 10
# Path to the directory containing font files
fonts_path =
# Name of the TrueType font file with regular style