From a6a0b312e403755b9d7b5f9a2a03d1b64d2f5998 Mon Sep 17 00:00:00 2001
From: Kibana Machine <42973632+kibanamachine@users.noreply.github.com>
Date: Thu, 21 Nov 2024 07:20:38 +1100
Subject: [PATCH] [8.16] update docs on automatically generating a report
 (#191067) (#201033)

# Backport

This will backport the following commits from `main` to `8.16`:
- [update docs on automatically generating a report
(#191067)](https://github.com/elastic/kibana/pull/191067)

<!--- Backport version: 9.4.3 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT [{"author":{"name":"Eyo O.
Eyo","email":"7893459+eokoneyo@users.noreply.github.com"},"sourceCommit":{"committedDate":"2024-11-20T19:49:37Z","message":"update
docs on automatically generating a report (#191067)\n\n##
Summary\r\n\r\nCloses
https://github.com/elastic/kibana/issues/188640\r\n\r\n\r\nUpdates steps
in docs for automatically generating a report to match the\r\nUI
expectation especially that the share experience got an
overhaul\r\nsince 8.14.\r\n\r\n<!--\r\n### Checklist\r\n\r\nDelete any
items that are not applicable to this PR.\r\n\r\n- [ ] Any text added
follows [EUI's
writing\r\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\r\nsentence case text and includes
[i18n\r\nsupport](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md)\r\n-
[
]\r\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\r\nwas
added for features that require explanation or tutorials\r\n- [ ] [Unit
or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [ ] [Flaky
Test\r\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\r\nused on any tests changed\r\n- [ ] Any UI touched in this PR is
usable by keyboard only (learn more\r\nabout [keyboard
accessibility](https://webaim.org/techniques/keyboard/))\r\n- [ ] Any UI
touched in this PR does not create any new axe failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[ ] If a plugin configuration key changed, check if it needs to
be\r\nallowlisted in the cloud and added to the
[docker\r\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\r\n-
[ ] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[ ] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n###
Risk Matrix\r\n\r\nDelete this section if it is not applicable to this
PR.\r\n\r\nBefore closing this PR, invite QA, stakeholders, and other
developers to\r\nidentify risks that should be tested prior to the
change/feature\r\nrelease.\r\n\r\nWhen forming the risk matrix, consider
some of the following examples\r\nand how they may potentially impact
the change:\r\n\r\n| Risk | Probability | Severity | Mitigation/Notes
|\r\n\r\n|---------------------------|-------------|----------|-------------------------|\r\n|
Multiple Spaces&mdash;unexpected behavior in non-default Kibana
Space.\r\n| Low | High | Integration tests will verify that all features
are still\r\nsupported in non-default Kibana Space and when user
switches between\r\nspaces. |\r\n| Multiple nodes&mdash;Elasticsearch
polling might have race conditions\r\nwhen multiple Kibana nodes are
polling for the same tasks. | High | Low\r\n| Tasks are idempotent, so
executing them multiple times will not result\r\nin logical error, but
will degrade performance. To test for this case we\r\nadd plenty of unit
tests around this logic and document manual testing\r\nprocedure. |\r\n|
Code should gracefully handle cases when feature X or plugin Y
are\r\ndisabled. | Medium | High | Unit tests will verify that any
feature flag\r\nor plugin combination still results in our service
operational. |\r\n| [See more potential
risk\r\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)
|\r\n\r\n\r\n### For maintainers\r\n\r\n- [ ] This was checked for
breaking API changes and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\r\n-->\r\n\r\nCo-authored-by:
Elastic Machine
<elasticmachine@users.noreply.github.com>\r\nCo-authored-by: Tim
Sullivan
<tsullivan@users.noreply.github.com>","sha":"3648a33adf952dac283f64b471e5903898f78b4e","branchLabelMapping":{"^v9.0.0$":"main","^v8.17.0$":"8.x","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:skip","v9.0.0","Team:SharedUX","backport:prev-minor","v8.16.0","Feature:Reporting:Framework","v8.17.0"],"title":"update
docs on automatically generating a
report","number":191067,"url":"https://github.com/elastic/kibana/pull/191067","mergeCommit":{"message":"update
docs on automatically generating a report (#191067)\n\n##
Summary\r\n\r\nCloses
https://github.com/elastic/kibana/issues/188640\r\n\r\n\r\nUpdates steps
in docs for automatically generating a report to match the\r\nUI
expectation especially that the share experience got an
overhaul\r\nsince 8.14.\r\n\r\n<!--\r\n### Checklist\r\n\r\nDelete any
items that are not applicable to this PR.\r\n\r\n- [ ] Any text added
follows [EUI's
writing\r\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\r\nsentence case text and includes
[i18n\r\nsupport](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md)\r\n-
[
]\r\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\r\nwas
added for features that require explanation or tutorials\r\n- [ ] [Unit
or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [ ] [Flaky
Test\r\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\r\nused on any tests changed\r\n- [ ] Any UI touched in this PR is
usable by keyboard only (learn more\r\nabout [keyboard
accessibility](https://webaim.org/techniques/keyboard/))\r\n- [ ] Any UI
touched in this PR does not create any new axe failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[ ] If a plugin configuration key changed, check if it needs to
be\r\nallowlisted in the cloud and added to the
[docker\r\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\r\n-
[ ] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[ ] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n###
Risk Matrix\r\n\r\nDelete this section if it is not applicable to this
PR.\r\n\r\nBefore closing this PR, invite QA, stakeholders, and other
developers to\r\nidentify risks that should be tested prior to the
change/feature\r\nrelease.\r\n\r\nWhen forming the risk matrix, consider
some of the following examples\r\nand how they may potentially impact
the change:\r\n\r\n| Risk | Probability | Severity | Mitigation/Notes
|\r\n\r\n|---------------------------|-------------|----------|-------------------------|\r\n|
Multiple Spaces&mdash;unexpected behavior in non-default Kibana
Space.\r\n| Low | High | Integration tests will verify that all features
are still\r\nsupported in non-default Kibana Space and when user
switches between\r\nspaces. |\r\n| Multiple nodes&mdash;Elasticsearch
polling might have race conditions\r\nwhen multiple Kibana nodes are
polling for the same tasks. | High | Low\r\n| Tasks are idempotent, so
executing them multiple times will not result\r\nin logical error, but
will degrade performance. To test for this case we\r\nadd plenty of unit
tests around this logic and document manual testing\r\nprocedure. |\r\n|
Code should gracefully handle cases when feature X or plugin Y
are\r\ndisabled. | Medium | High | Unit tests will verify that any
feature flag\r\nor plugin combination still results in our service
operational. |\r\n| [See more potential
risk\r\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)
|\r\n\r\n\r\n### For maintainers\r\n\r\n- [ ] This was checked for
breaking API changes and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\r\n-->\r\n\r\nCo-authored-by:
Elastic Machine
<elasticmachine@users.noreply.github.com>\r\nCo-authored-by: Tim
Sullivan
<tsullivan@users.noreply.github.com>","sha":"3648a33adf952dac283f64b471e5903898f78b4e"}},"sourceBranch":"main","suggestedTargetBranches":["8.16","8.x"],"targetPullRequestStates":[{"branch":"main","label":"v9.0.0","branchLabelMappingKey":"^v9.0.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/191067","number":191067,"mergeCommit":{"message":"update
docs on automatically generating a report (#191067)\n\n##
Summary\r\n\r\nCloses
https://github.com/elastic/kibana/issues/188640\r\n\r\n\r\nUpdates steps
in docs for automatically generating a report to match the\r\nUI
expectation especially that the share experience got an
overhaul\r\nsince 8.14.\r\n\r\n<!--\r\n### Checklist\r\n\r\nDelete any
items that are not applicable to this PR.\r\n\r\n- [ ] Any text added
follows [EUI's
writing\r\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\r\nsentence case text and includes
[i18n\r\nsupport](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md)\r\n-
[
]\r\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\r\nwas
added for features that require explanation or tutorials\r\n- [ ] [Unit
or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [ ] [Flaky
Test\r\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\r\nused on any tests changed\r\n- [ ] Any UI touched in this PR is
usable by keyboard only (learn more\r\nabout [keyboard
accessibility](https://webaim.org/techniques/keyboard/))\r\n- [ ] Any UI
touched in this PR does not create any new axe failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[ ] If a plugin configuration key changed, check if it needs to
be\r\nallowlisted in the cloud and added to the
[docker\r\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\r\n-
[ ] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[ ] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n###
Risk Matrix\r\n\r\nDelete this section if it is not applicable to this
PR.\r\n\r\nBefore closing this PR, invite QA, stakeholders, and other
developers to\r\nidentify risks that should be tested prior to the
change/feature\r\nrelease.\r\n\r\nWhen forming the risk matrix, consider
some of the following examples\r\nand how they may potentially impact
the change:\r\n\r\n| Risk | Probability | Severity | Mitigation/Notes
|\r\n\r\n|---------------------------|-------------|----------|-------------------------|\r\n|
Multiple Spaces&mdash;unexpected behavior in non-default Kibana
Space.\r\n| Low | High | Integration tests will verify that all features
are still\r\nsupported in non-default Kibana Space and when user
switches between\r\nspaces. |\r\n| Multiple nodes&mdash;Elasticsearch
polling might have race conditions\r\nwhen multiple Kibana nodes are
polling for the same tasks. | High | Low\r\n| Tasks are idempotent, so
executing them multiple times will not result\r\nin logical error, but
will degrade performance. To test for this case we\r\nadd plenty of unit
tests around this logic and document manual testing\r\nprocedure. |\r\n|
Code should gracefully handle cases when feature X or plugin Y
are\r\ndisabled. | Medium | High | Unit tests will verify that any
feature flag\r\nor plugin combination still results in our service
operational. |\r\n| [See more potential
risk\r\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)
|\r\n\r\n\r\n### For maintainers\r\n\r\n- [ ] This was checked for
breaking API changes and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\r\n-->\r\n\r\nCo-authored-by:
Elastic Machine
<elasticmachine@users.noreply.github.com>\r\nCo-authored-by: Tim
Sullivan
<tsullivan@users.noreply.github.com>","sha":"3648a33adf952dac283f64b471e5903898f78b4e"}},{"branch":"8.16","label":"v8.16.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"8.x","label":"v8.17.0","branchLabelMappingKey":"^v8.17.0$","isSourceBranch":false,"state":"NOT_CREATED"}]}]
BACKPORT-->

Co-authored-by: Eyo O. Eyo <7893459+eokoneyo@users.noreply.github.com>
---
 docs/user/reporting/automating-report-generation.asciidoc | 8 +++-----
 1 file changed, 3 insertions(+), 5 deletions(-)

diff --git a/docs/user/reporting/automating-report-generation.asciidoc b/docs/user/reporting/automating-report-generation.asciidoc
index 9587674b59e61..b4334b7c7ea80 100644
--- a/docs/user/reporting/automating-report-generation.asciidoc
+++ b/docs/user/reporting/automating-report-generation.asciidoc
@@ -16,11 +16,9 @@ To create the POST URL for PDF reports:
 
 . Open the dashboard, visualization, or **Canvas** workpad you want to view as a report.
 
-. From the toolbar, click *Share > PDF Reports*, then choose an option:
+* If you are using *Dashboard* or *Visualize Library*, from the toolbar, click *Share > Export*, select the PDF option then click *Copy POST URL*.
 
-* If you are using *Dashboard* or *Visulize Library*, click *Copy POST URL*.
-
-* If you are using *Canvas*, click *Advanced options > Copy POST URL*.
+* If you are using *Canvas*, from the toolbar, click *Share > PDF Reports*, then click *Advanced options > Copy POST URL*.
 
 To create the POST URL for CSV reports:
 
@@ -28,7 +26,7 @@ To create the POST URL for CSV reports:
 
 . Open the saved search you want to share.
 
-. In the toolbar, click *Share > CSV Reports > Copy POST URL*.
+. In the toolbar, click *Share > Export > Copy POST URL*.
 
 [float]
 [[use-watcher]]