Like what you see? Have a play with our trial version.

Error rendering macro 'rw-search'

null

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This section provides an understanding of the Present builder, and its main features.

Image RemovedImage Added


1621
  • Enter Preview mode: Jump to this mode to preview and test the presentation in it’s working form, without publishing it.
  • Number

    Feature

    Description

    1

    Slide

    This is the content slide where content is added for the presentation. Each slide has a flexible layout, that allows you to drop and position objects anywhere. Learn more about managing presentation slides here.

    2

    Navigation arrows

    Arrows on either side of the slide that allows you to move back and forth between them.

    3

    Top navigation arrows

    Arrows on top of the slides that allows you to move back and forth between them.

    4

    Copy slide

    Creates a copy of the current slide next to it. Any styling or content applied on the slide, will also be copied.

    5

    Delete slide

    Deletes the current slide.

    6

    Slide number

    Displays the number of the presentation slide.

    7

    Slide name

    Shows the name of the slide. Double-click on it to update the name.

    8

    Left side navigation filters

    This button brings out a panel to apply filters. The panel shows all filters added to the presentation, and serves as an alternate style of displaying filters. Learn more.

    9

    Sub tabs

    Manage slides contained in this presentation. You can view a list of slides, reorder them, open another slide, or create a new one. Learn more.

    10

    Report Widgets

    Search for and add existing reports to the presentation. If the report has snapshots and bookmarks, you can add those too.

    11

    Filter Widgets

    Drag filter widgets from this panel, to add filters anywhere on the presentation. Learn more.

    12

    Text Widgets

    Drag in a Text Widget onto the presentation. Learn more.

    13

    Shape Graphic Widgets

    The Shape Widget Graphics panels allows you to include graphical elements, such as shapes, icons, and lines to your presentation. Learn more.

    14

    Image Widgets

    Allows you to add a pre-existing image or a new one through the Image manager. Learn more.

    15

    Blueprint

    Allows users to wireframe a presentation design, and upon further configuration, create Quick Charts directly on the presentation.

    Code WidgetsUsed to add Code Widgets or Action buttons to your presentation. This panel contains multiple out-of-the-box code widgets and action buttons, along with any custom ones added by the users.

    16

    Blueprint

    Allows users to wireframe a presentation design, and upon further configuration, create Quick Charts directly on the presentation. Learn more.

    17

    Presentation name

    Displays the name of the presentation. This can be edited by double-clicking on it, or via the Present properties panel.

    18

    Visual Mode button

    When editing a presentation, click on this button to view and edit the presentation visually. (As shown in the above example.)

    19

    Code Mode button

    Click on this button to view and edit the presentation’s code. Learn more.

    20

    Publish button

    Use this to publish the presentation, making it accessible to other users.

    Undo, RedoAllows you to undo or redo the last few changes done on the canvas.
    21Preview buttonJump into preview mode to preview and test the dashboard in its working form, without publishing it.
    22

    More button

    This button lets you perform other actions on the presentation. These include: 

    • Error check: This runs a check to see if report links are working.
    • Refresh presentation: This takes the presentation back to its default state.
    • Rollback: This option rolls back to the previous version of the presentation. 

    23

    Publish button

    Use this to publish the presentation, making it accessible to other users.

    24

    22

    Properties panel

    This panel displays configuration properties for the presentation or any selected object. You can use this to configure and customize the selected Present object, including changing color, font, background, positioning, size and other details.

    Note that this panel can be easily moved, hidden and expanded again.

    2325

    Activity Stream

    Allows users to collaborate with others on the presentation. Learn more.24

    26

    Exit button

    Exits the presentation builder. When existing, the following options will appear.

    • Discard draft: delete the draft presentation when closing itCancel: Cancel closing the presentation.
    • Publish: Publish the presentation. When publishing, you will need to define its name and description, select a folder to save it in, and specify user access details.
    • Close: Close the presentation builder. The presentation will be auto-saved as draft.

    ...