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[8.x] update docs on automatically generating a report (#191067)#201034

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kibanamachine merged 1 commit intoelastic:8.xfrom
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Nov 20, 2024
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[8.x] update docs on automatically generating a report (#191067)#201034
kibanamachine merged 1 commit intoelastic:8.xfrom
kibanamachine:backport/8.x/pr-191067

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Backport

This will backport the following commits from main to 8.x:

Questions ?

Please refer to the Backport tool documentation

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## Summary

Closes elastic#188640

Updates steps in docs for automatically generating a report to match the
UI expectation especially that the share experience got an overhaul
since 8.14.

<!--
### Checklist

Delete any items that are not applicable to this PR.

- [ ] Any text added follows [EUI's writing
guidelines](https://elastic.github.io/eui/#/guidelines/writing), uses
sentence case text and includes [i18n
support](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md)
- [ ]
[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)
was added for features that require explanation or tutorials
- [ ] [Unit or functional
tests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)
were updated or added to match the most common scenarios
- [ ] [Flaky Test
Runner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1) was
used on any tests changed
- [ ] Any UI touched in this PR is usable by keyboard only (learn more
about [keyboard accessibility](https://webaim.org/techniques/keyboard/))
- [ ] Any UI touched in this PR does not create any new axe failures
(run axe in browser:
[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),
[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))
- [ ] If a plugin configuration key changed, check if it needs to be
allowlisted in the cloud and added to the [docker
list](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)
- [ ] This renders correctly on smaller devices using a responsive
layout. (You can test this [in your
browser](https://www.browserstack.com/guide/responsive-testing-on-local-server))
- [ ] This was checked for [cross-browser
compatibility](https://www.elastic.co/support/matrix#matrix_browsers)

### Risk Matrix

Delete this section if it is not applicable to this PR.

Before closing this PR, invite QA, stakeholders, and other developers to
identify risks that should be tested prior to the change/feature
release.

When forming the risk matrix, consider some of the following examples
and how they may potentially impact the change:

| Risk | Probability | Severity | Mitigation/Notes |

|---------------------------|-------------|----------|-------------------------|
| Multiple Spaces&mdash;unexpected behavior in non-default Kibana Space.
| Low | High | Integration tests will verify that all features are still
supported in non-default Kibana Space and when user switches between
spaces. |
| Multiple nodes&mdash;Elasticsearch polling might have race conditions
when multiple Kibana nodes are polling for the same tasks. | High | Low
| Tasks are idempotent, so executing them multiple times will not result
in logical error, but will degrade performance. To test for this case we
add plenty of unit tests around this logic and document manual testing
procedure. |
| Code should gracefully handle cases when feature X or plugin Y are
disabled. | Medium | High | Unit tests will verify that any feature flag
or plugin combination still results in our service operational. |
| [See more potential risk
examples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx) |

### For maintainers

- [ ] This was checked for breaking API changes and was [labeled
appropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)
-->

Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Tim Sullivan <tsullivan@users.noreply.github.com>
(cherry picked from commit 3648a33)
@kibanamachine kibanamachine added the backport This PR is a backport of another PR label Nov 20, 2024
@kibanamachine kibanamachine enabled auto-merge (squash) November 20, 2024 19:54
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A documentation preview will be available soon.

Request a new doc build by commenting
  • Rebuild this PR: run docs-build
  • Rebuild this PR and all Elastic docs: run docs-build rebuild

run docs-build is much faster than run docs-build rebuild. A rebuild should only be needed in rare situations.

If your PR continues to fail for an unknown reason, the doc build pipeline may be broken. Elastic employees can check the pipeline status here.

@kibanamachine kibanamachine merged commit 18d4a5a into elastic:8.x Nov 20, 2024
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