How to use actions for report Personalization. From Tips & Tricks April 22

Sneak: Use Actions to personalize a Report

The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.

How to use actions to personalize a Report

Actions are a convenient and effective means of extending the classic flow of analytics. Use the Actions wizard to configure specified actions that will be triggered when a user clicks somewhere on the visual. You can jump to report, a URL, or execute a JavaScript.

  1. At the top of the Discover page, in the Report menu ribbon you will find the Actions button.

  2. In the Actions Wizard, you can define actions to take place within a Discover report.
    The beauty of this is that any discover whether used as a standalone or embedded can make use of this functionality. On top of that any discover that is used in a Present dashboard keeps these actions and more can be added on top from within the Present!

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