Skip to main content
Report Builder normally captures a Tableau dashboard by asking Tableau for a static image of that dashboard’s URL. That request applies every filter in the workbook to every sheet in the workbook, regardless of whether an individual filter was configured to apply only to selected worksheets. As a result, a filter that was deliberately excluded from a dashboard can still appear to have been applied in the captured slide. The Capture Slides Using Custom Views setting switches Report Builder to an alternative capture method that preserves the exact filter state the user is looking at, so filter exclusions are honored in the captured slide.

​
When to Use This Setting

Enable this setting if your users report that captured slides show filtered data they did not expect, and the filters in question were configured to apply to only some of the worksheets in the workbook. For example:
  • A workbook contains Dashboard A and Dashboard B.
  • Dashboard A has a “Region” filter that is excluded from Dashboard B.
  • A user sets “Region = West” on Dashboard A, then captures Dashboard B as a slide.
  • With the standard capture method, the slide for Dashboard B is filtered to “Region = West” even though the filter was excluded from that dashboard.
  • With Capture Slides Using Custom Views enabled, the slide for Dashboard B is captured unfiltered, matching what the user sees on screen.
If snapshots do not match the dashboard view for a different reason — for example, filters applied inside the dashboard are not being captured at all — see Troubleshooting: Snapshot Does Not Match the Dashboard View first. This setting only addresses filters being applied to sheets that excluded them.

​
Requirements

  • Report Builder must be enabled.
  • The Tableau connection must use Connected Apps authentication, which captures each slide under the viewing user’s identity. See Embed Authentication for setup instructions.
  • Scheduled Reports must be turned off. See the restrictions below.

​
Restrictions

Scheduled Reports and Capture Slides Using Custom Views cannot both be enabled. This is enforced in Portal Settings: while Scheduled Reports is on, the Capture Slides Using Custom Views toggle is displayed but cannot be changed. Scheduled Reports must be turned off and saved before the toggle becomes editable. The two are mutually exclusive because this capture method requires a signed-in user viewing the dashboard in their browser at the moment the slide is captured. Curator’s scheduled sends run unattended, with no user session to capture from, so a scheduled report cannot produce slides this way. Users can still build reports and email them manually with this setting enabled — it is only the recurring, unattended delivery of Scheduled Reports that is unavailable.
Capture Slides Using Custom Views uses an undocumented Tableau method to capture slides. Because that method is not part of Tableau’s documented API, its behavior can change in a future Tableau version. Treat this as a legacy option: enable it only when honoring filter exclusions in captured slides matters more to your users than Scheduled Reports, and prefer the standard capture method otherwise.

​
Enable Capture Slides Using Custom Views

  1. Navigate to the backend of the system (e.g. http://curatorexample.com/backend).
  2. Log in if prompted.
  3. Click on Settings > Curator > Portal Settings in the left navigation.
  4. Click on the “Features” tab at the top of the main page content.
  5. Scroll down to, and expand, the “Toolbar Buttons (Curator Actions)” section.
  6. Confirm that the “Scheduled Reports Option” setting is toggled off, and click the “Save” button.
  7. Click on the “Report Builder” tab at the top of the main page content.
  8. Scroll down to the “Tableau Settings” section.
  9. Click to toggle on the “Capture Slides Using Custom Views” setting and click the “Save” button.
If the toggle cannot be changed at step 9, the “Scheduled Reports Option” setting is still enabled. Return to step 4, turn it off, save, and then reload the Report Builder tab.