Saving Versioning of Quicksight report is possible?

[bhumika18s]

Is it possible to save versioning of report ?
As in, i want to save every month output of report in respective folder.
March output of the report should go in March folder
April output of the report should go in April folder and so on and so forth

[Sanjeeb2022]

Hi @bhumika18s - I do not think it is possible within QuickSight. You have to develop a custom solution like export the report in csv or pdf and store externally.
let’s hear from other experts on this regards.
@DylanM @duncan any suggestion.

Regards - Sanjeeb

[bhumika18s]

Thanks for your response.

Therefore, I do not want to do anything manually, as sometimes my users may forget to do so. I like the report to be saved somewhere that can be accessed by users, either programmatically. Maybe a lambda function can create some folder or something like that ?

Please suggest ?

[duncan]

Hello @bhumika18s & @Sanjeeb2022

You can save dashboards/reports as JSON to an S3 bucket for version control (GitHub - aws-samples/amazon-quicksight-assets-as-code-sample).

If you simply want to pull the PDF every month and save them somewhere (not versioning) you could use the snapshot APIs:

Automate financial statements using Amazon QuickSight Snapshot Export APIs

Financial statements are a set of documents that contain formal records of financial activities of a business at a specific point in time. For example, a profit and loss (P&L) statement summarizes the revenues, expenses, and resulting net profit or loss of a business. It is a snapshot of the organization’s financial performance, starting from the organization’s total revenue, followed by the deductions for the costs of goods sold and operating expenses. By analyzing these profits, business leade…

You can then add these to folders in QuickSight:

Organizing assets into folders for Amazon QuickSight - Amazon QuickSight

Let me know if this is what you were looking for!

[andrepgn]

Hi @bhumika18s, do you mean something like this: StartDashboardSnapshotJob - Amazon QuickSight ?

Using the API you can schedule the export as you need, then you can download it and save it maybe in an S3 bucket for feature access.

Andrea

[bhumika18s]

Is it only available for accounts with Paginated report feature on ? Or can we do it for accounts which do not have paginated reports feature on and they want to download non-paginated reports in excel, pdf format etc to s3 bucket?

[duncan]

Hello @bhumika18s

You can use the snapshot API on accounts that don’t have Paginated reporting (Pixel Perfect reporting).