diff --git a/_docs/v0.63/ai/overview.md b/_docs/v0.63/ai/overview.md index f1ccaa387a..d7ac321162 100644 --- a/_docs/v0.63/ai/overview.md +++ b/_docs/v0.63/ai/overview.md @@ -33,7 +33,7 @@ Metabot is Metabase's built-in AI agent. Metabot can help you with most daily ta **Provider**: Choose from: - Metabase's own AI Service (available as an add-on exclusively for Metabase Cloud) -- Third-party models via an API key (Anthropic models only for now). +- Third-party models via your own [provider API key](settings#bring-your-own-api-key) **Plans**: available on all plans. You can only use Metabase's AI Service on Metabase Cloud. diff --git a/_docs/v0.63/ai/settings.md b/_docs/v0.63/ai/settings.md index 79fbfba12f..0b665effed 100644 --- a/_docs/v0.63/ai/settings.md +++ b/_docs/v0.63/ai/settings.md @@ -61,9 +61,15 @@ To disable Metabase AI provider and stop charges: ### Bring your own API key -You can specify your own API key and model for Metabot from one of the supported providers. Currently, Metabase only supports models from Anthropic. +You can specify your own API key and model for Metabot from one of the supported providers. When you connect a provider, the **Model** dropdown lists the supported models that your API key can access. -If you're interested in Metabase supporting more AI providers, let us know by submitting a [feature request](../troubleshooting-guide/requesting-new-features). +- **Amazon Bedrock**: Claude and GPT models. +- **Anthropic**: Claude models (Opus, Sonnet, Haiku, and Fable). +- **Microsoft Azure**: Your own Azure deployments of Claude or GPT models. Enter the deployment name you configured in Azure. +- **OpenAI**: GPT models. +- **OpenRouter**: Claude and GPT models. + +If you're interested in Metabase supporting more AI providers or models, let us know by submitting a [feature request](../troubleshooting-guide/requesting-new-features). To enable AI features with your own API key: diff --git a/_docs/v0.63/dashboards/introduction.md b/_docs/v0.63/dashboards/introduction.md index 6e6092f485..7378ba6313 100644 --- a/_docs/v0.63/dashboards/introduction.md +++ b/_docs/v0.63/dashboards/introduction.md @@ -338,6 +338,8 @@ Public links can be viewed by anyone, even if they don't have access to Metabase You can export the entire dashboard as PDF, or export results of individual questions on the dashboard. See [Exporting results](../questions/exporting-results). +To get a PDF of a dashboard delivered on a schedule, [attach a PDF to a dashboard subscription](./subscriptions#attach-a-pdf-of-the-dashboard). + ## Configuring a dashboard through its URL You can amend the URL of a dashboard to automatically enter fullscreen or auto-refresh the dashboard. Customizing the dashboard's URL allows you to configure the dashboard - even when you do not have any input access to the device where the dashboard will be displayed, like scripted screens, for example. diff --git a/_docs/v0.63/dashboards/subscriptions.md b/_docs/v0.63/dashboards/subscriptions.md index 9abbb1d015..a81ca19be7 100644 --- a/_docs/v0.63/dashboards/subscriptions.md +++ b/_docs/v0.63/dashboards/subscriptions.md @@ -86,8 +86,6 @@ This is helpful for dashboards that are displaying time-limited results (for exa When configuring an email subscription, you can tell Metabase if it should attach results to the email as a file, in addition to displaying the table in the email body. -Currently, you can only send attachments with question results. You can't send the whole dashboard as a PDF attachment. - If you've added filters to your dashboard and set default values for those filters, Metabase will apply those default values to your subscriptions, filtering the results of all questions that are connected to those filters when the subscriptions are sent. To learn more, check out [dashboard filters](./filters). ### File format @@ -111,6 +109,20 @@ The attached files will include up to 1 048 575 rows by default (Excel's row lim You can toggle on "Send only attachments (no charts)" if you want to receive just the .csv or .xlsx files without the charts. Remember to select the results you want to attach in "Questions to attach" above the toggle. +## Attach a PDF of the dashboard + +To attach a PDF of the dashboard to your subscription, enable the **Attach a PDF of the dashboard** toggle in the subscription settings. When the subscription runs, Metabase generates the PDF and attaches it to the email or Slack message. + +The PDF attachment follows the layout of your dashboard. Cards appear in the same arrangement as the dashboard, and each tab starts a new page. Some cards may display differently than they do in your browser. For example, tables that scroll on the dashboard may display all of their columns in the PDF. + +Metabase generates the PDF on the Metabase server, which means: + +- Generating the PDF can take a minute or more. +- The PDF uses a light theme. It doesn't follow the theme you set in your browser. +- The PDF can differ in small ways from the dashboard in your browser. For example, map legends may display in a different position, and charts with many small segments may hide some labels. + +Iframe cards created from a URL display as links. Iframe cards created from embed code display "Unable to render this card". + ## Adding multiple subscriptions You can add multiple subscriptions to a single dashboard. To add a subscription, click on the **+** icon in the dashboard subscription panel. diff --git a/_docs/v0.63/questions/exporting-results.md b/_docs/v0.63/questions/exporting-results.md index 9d533f82df..2b1b79bc14 100644 --- a/_docs/v0.63/questions/exporting-results.md +++ b/_docs/v0.63/questions/exporting-results.md @@ -116,6 +116,8 @@ You can export a dashboard as a PDF. Click on the **Sharing** button, then selec The PDF will only include screenshots of the charts as they are visible on the dashboard. +To get a PDF of a dashboard delivered on a schedule, [attach a PDF to a dashboard subscription](../dashboards/subscriptions#attach-a-pdf-of-the-dashboard). + ### Exporting results of a dashboard card To export the results of a particular card, hover over the dashboard card, click on the three dot menu (**...**), and select **Download results**. @@ -135,7 +137,7 @@ If you don't see this option, you may not have [permissions to download results] ### Exporting results of a dashboard via dashboard subscriptions -You can use [dashboard subscriptions](../dashboards/subscriptions) to regularly export data from all questions on a dashboard, and include those results as an attachment. +You can use [dashboard subscriptions](../dashboards/subscriptions) to regularly export data from all questions on a dashboard, and include those results as an attachment. You can also [attach a PDF](../dashboards/subscriptions#attach-a-pdf-of-the-dashboard) of the entire dashboard. ## Remove Metabase branding from exports