The File tab in Canvas ribbon provides essential options for managing the Canvas, ensuring smooth saving, opening, importing, exporting, and publishing of reports. This tab allows users to efficiently handle report files, customize their formats, and enhance their functionality using advanced features.
Below is an overview of the key options available in the File tab:
Basic File Operations
Save / Save As
Store the current workbook or save a copy under a new name to preserve different versions.
Close
Exit the active workbook without closing Jedox Reports, allowing continued access to other files and functionalities.
Create / Open
Start a new Workbook/Canvas or open an existing one to continue working on reports.
Recent
Quickly access recently used Canvas for faster retrieval and continued editing.
Data Import and Export
Import
Use the Import tab to upload pre-built content into your Canvas. Currently, only .xlsx files are supported.
Export
The Export tab allows you to save your Canvas as a PDF file. This is ideal for sharing static versions of your dashboard with others or archiving snapshots of key reports.
Publish
Share and distribute reports within the organization, ensuring accessibility and collaboration.
Advanced Workbook Features
Workbook Event
Configure automated actions based on workbook events and improve workflow efficiency by triggering predefined processes.
Updated June 13, 2025