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15 changes: 6 additions & 9 deletions explore-analyze/report-and-share.md
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Expand Up @@ -59,11 +59,6 @@ Anonymous users can also access the link if you have configured [Anonymous authe

## Export as a file [manually-generate-reports]

::::{note}
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@florent-leborgne did you remove this because you don't think it's helpful or necessary? I'm not against deleting it. Just trying to understand the reasoning.

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It's linking to the same file

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Oh, indeed it is. I believe it should be pointing this page instead: https://www.elastic.co/docs/deploy-manage/kibana-reporting-configuration

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Ah yes! I'm adding this instead

For more information on how to configure reporting in {{kib}}, refer to [Configure reporting in {{kib}}](/explore-analyze/report-and-share.md)
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Create and download PDF, PNG, or CSV reports of saved Discover sessions, dashboards, visualizations, and workpads.

* **PDF** — Generate and download PDF files of dashboards, visualizations, and **Canvas** workpads. PDF reports are a [subscription feature](https://www.elastic.co/subscriptions).
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2. Choose a file type for the report.

* {applies_to}`stack: ga 9.0` From the toolbar, click **Share** > **Export** tab, then choose a file type. Note that when you create a dashboard report that includes a data table or Discover session, the PDF includes only the visible data.
* {applies_to}`stack: ga 9.1` From the toolbar, click the {icon}`download` **Export** icon, then choose a file type.
* {applies_to}`stack: ga ` From the toolbar, click the {icon}`download` **Export** icon, then choose a file type.

::::{note}
When you create a dashboard report that includes a data table or Discover session, the PDF includes only the visible data.
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3. Click the button that generates or exports the report. A message appears, indicating that the report is in the export queue.

::::{note}
To generate the report from outside of {{kib}} or from {{watcher}}, use the POST URL, then submit an HTTP `POST` request using a script or {{watcher}}. In {{stack}} 9.1, you can schedule a recurring task in {{kib}} that generates reports on a repeating basis. Refer to [Automatically generate reports](report-and-share/automating-report-generation.md) to learn more.
To generate the report from outside of {{kib}} or from {{watcher}}, use the POST URL, then submit an HTTP `POST` request using a script or {{watcher}}.

{applies_to}`stack: ga 9.1` You can schedule a recurring task in {{kib}} that generates reports on a repeating basis. Refer to [Automatically generate reports](report-and-share/automating-report-generation.md) to learn more.
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Go to the **Reporting** page to access all of your reports. To find the page, navigate to **Stack Management > Alerts and Insights > Reporting** in the main menu, or use the [global search field](find-and-organize/find-apps-and-objects.md).

::::{note}
In self-managed and Cloud hosted deployments, reports are stored in {{es}} and managed by the `kibana-reporting` {{ilm}} ({{ilm-init}}) policy. By default, the policy stores reports forever. To learn more about {{ilm-init}} policies, refer to the {{es}} [{{ilm-init}} documentation](/manage-data/lifecycle/index-lifecycle-management.md).
In self-managed installations and {{ech}} deployments, reports are stored in {{es}} and managed by the `kibana-reporting` {{ilm}} ({{ilm-init}}) policy. By default, the policy stores reports forever. To learn more about {{ilm-init}} policies, refer to the {{es}} [{{ilm-init}} documentation](/manage-data/lifecycle/index-lifecycle-management.md).
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### CSV report limitations [csv-limitations]
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::::{note}
:name: reporting-on-cloud-resource-requirements

For Elastic Cloud hosted deployments, {{kib}} instances require a minimum of 2GB RAM to generate PDF or PNG reports. To change {{kib}} sizing, [edit the deployment](https://cloud.elastic.co?page=docs&placement=docs-body).
For {{ech}} deployments, {{kib}} instances require a minimum of 2GB RAM to generate PDF or PNG reports. To change {{kib}} sizing, [edit the deployment](https://cloud.elastic.co?page=docs&placement=docs-body).
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