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