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title: "Present Reports"
canonical: "https://wiki.yellowfinbi.com/space/yfcurrent/2197345/Present%20Reports"
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# Overview
Showcase live report data on your presentations. Add pre-existing reports, snapshots and bookmarks by accessing the Reports panel, which appears by clicking on the **Reports** button on the left side.
## Report branching
You can include multiple copies of a report, such as its individual charts, table, or even the report canvas, to the presentation. This holds true for live reports, snapshots, and bookmarks. Adding multiple copies of the same report provides further flexibility to the design.
> ℹ️ During report branching, the system *runs the SQL only once*. This limits resource consumption and increases performance.
Note: Report branching is possible if your selected report contains multiple types of content.
## Multiple report versions
You can also add multiple versions of the same report onto your presentation; this means snapshots, bookmarks, and the live report itself. For any of these versions, you can choose the content type you display them in. This is ideal if you wish to add various bookmarks of the same report, or want to add different charts, or even the same chart multiple times, and provide different filters on each.
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# How to add reports to a presentation
This tutorial is suitable for pre-existing reports, and also works if your report contains snapshots or bookmarks.
1. Click on the Reports button on the left side, to bring up the Reports panel.
2. To search for a report, enter the report name into the second Search bar.
3. Alternatively, use the first search dropdown to look up reports that were recently accessed, are newly created, or are in your favorite content list.
4. You may also click on **Advanced** to use additional search filters to find your report.
5. Drag a report on the presentation’s content area to add it. If it contains multiple content types, multiple charts, or even bookmarks or snapshots, then the following **Choose Report Type** popup will appear. (But if it doesn’t contain multiple content types, then the selected report will simply be added to the tab).
6. You can use this popup to change the default report display type. This popup divides the report content into 3 tabs: one for all individual charts, tables, and canvas of the report, another for similar content of its snapshot, and a third for bookmarks.
7. Switch to a tab by clicking on its name. For example, to add a snapshot, click on the **Snapshots** tab. Then choose name of snapshot from the list on the left.
8. Next, select the content type you want to display this snapshot as by clicking on it.
9. After adding the report item, you can further customize it. To do so, bring up to report properties panel on the right side by clicking on the report widget, and use the configurations to customize it. Refer below to learn about the type of customization done on a report widget.
10. You can also add an action event that will be triggered when this report is clicked. See the *Actions* section in the report's property table below for more information.
11. You can further manage this widget by right-clicking on it, and using the menu that appears. Learn more about the menu options [here](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198417/Present+Objects#PresentObjects-manageobjects).
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# Report properties
Click on a report to bring up its properties in the **Properties** panel.
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# Report access
Presentation designers, and end users alike will not be able to view reports that they do not have access to. The following image will appear in place of 'secure' reports:
# Report object menu
Hover over or right-click on a report object to bring up a menu with multiple options.
| **Menu icon** | **Description** |
| --- | --- |
| ![image]() | This brings up another menu to perform numerous actions on the selected object. See [here](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2199466/Dashboard+Objects#DashboardObjects-Managingdashboardobjects) for more information. It can also be used to drag the widget. |
| ![image]() | This button allows you to carry out the following options.
- **Print:** Print the specific report.
- **Export:** Export the report content to a number of file formats, including PDF, DOCX, XLSX, CSV, and Text.
- **Share: **Share the reports with other users.
- **Information: **View the report information that contains sections on Report Details, Columns, and SQL Statement. |
|  | Displays the report in a tabular form. |
| ![image]() | Displays the report’s chart. |
|  | Allows you to drill up from a drilled down report. This option only appears for report objects, when a drill interaction has been performed on it. |
|  | Allows you to reset a drill interaction on a report. This option only appears for report objects, when a drill interaction has been performed on it. |
| ![image]() | Navigates to the Report’s output page, where you can edit the report and re-publish it. |
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## Report menu visibility
You can control the visibility of this menu that pops up on report objects for presentation users. By default, this setting is set to appear on Hover, but it can be completely hidden or made to always appear.
Note that users can control this setting at the global level or the individual report object level.
- **Admin level: **This controls the menu visibility from the global level, for all report widgets on presentations. Navigate to Administration > Content Setting > Dashboard Settings > Portlet Settings and enable or disable the Action Buttons toggle. If enabled, the menus will appear all the time; but if disabled, they only appear if the users hover over the report. By default this is set to appear on hover.
- **Slide level:** This controls the menu visibility from the slide level for all report objects on the slide. This is controlled through the Slide's sub-tab properties panel. Note that this setting will override the specified admin level setting, but not the individual report level setting. By default this is set to Never.
- **Individual report level: **This controls the menu visibility for the selected report. Note that this setting will override admin level and slide level settings. By default this is set to Inherit. See below for more information.
### How to change menu visibility
1. To change the menu visibility for an individual report, open a report object's property panel and jump to the **Report Menu** section.
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2. Select visibility option from the **Show Report Menu** dropdown**.** Options include:
1. **Inherit: **(Default selection) The object menu will inherit this setting from a higher level. Note that this menu visibility is also controlled at the admin level, and slide level.
2. **Never:** The report menu will never appear in a published presentation, however will still appear when hovered on in edit mode.
3. **Always:** The report menu will always appear in published presentation.
4. **Hover:** The report menu will only appear when hovered on. Use this to make the menu appear only as long as users hover over it.
3. Note that the individual report level setting will override menu visibility setting at the slide and admin levels.
4. You can further control each of the report menu options by choosing to display or hide them using the following configurations.
Refer the to **Report Menu** section in the report's [property table](#PresentReports-reportproperties) above for further information.
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# Sorting Report Columns
You can sort a column in a report table on your presentation in an ascending or descending order.
1. Add a report to the presentation. In case of a multi chart report, choose *report table* as the display type.
2. Click on the arrow menu icon of the column you wish to sort. This will bring up a menu.
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3. Select **Sort** and then choose how to sort the column values, in ascending or descending order.
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4. Your column will be sorted, and the selected sort order will be visible in the column name.
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