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This section covers multiple options to manage objects on a dashboard.

Widget menu

Hovering your cursor over a widget brings up a widget menu on the top-right corner of the object, with multiple options depending on the selected objects. Note that the report objects have additional options.

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Description

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This brings up another menu to perform numerous actions on the selected object. See here for more information. It can also be used to drag the widget.

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This option only appears for report objects. This button allows you to carry out the following options.

  • Print: Print the specific report.
  • Export: Export the report content to a number of file formats, including PDF, DOCX, XLSX, CSV, and Text.
  • Share: Share the reports with other users.
  • Information: View the report information that contains sections on Report Details, Columns, and SQL Statement.

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This option only appears for report objects. It displays the report in a tabular form.

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This option only appears for report objects. It displays the report’s chart.

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This option only appears for report objects. It navigates to the Report’s output page, where you can edit the report and re-publish it.


Object actions

Right-click on any object to display a menu of actions you can perform on it. These . Alternatively, you can click on the Image Added icon that pops over the object to bring up this menu. The options and their functionality are explained below:

Note that reports have additional options. Refer to this section for information on them.

Section


Column


Column


Option

Description

Copy

Copy the selected object, or multiple objects to the clipboard.

Paste

Paste the copied object(s) onto the dashboard.

Branch ReportThis option creates a copy of the selected report, along with any filters applied to it. However the SQL query is only run once. You can then display a different chart of the same report, or even a chart and a table.
Edit Report

Allows you to edit the selected report in the Report Builder, by navigating to the selected report step. Options include:

  • Data: Navigates to the report’s data step.
  • Chart:
  Navigates to the report’s chart step.

Align

Aligns the selected object(s) on the canvas according to the following options:

  • Left: aligns selected objects on their left side.
  • Centre Vertically: centred vertically, but doesn’t change position horizontally.
  • Right: aligns objects on their right side.
  • Top: aligns objects to top.
  • Centre Horizontally: centered horizontally, but doesn’t change position vertically.
  • Bottom: aligns objects to bottom.
  • Centre: centrally aligns object.

Duplicate

Creates a duplicate copy of  selected object(s) and displays it onto the dashboard.

Arrange

Change the arrangement of the selected object by moving it to the foreground or background. Options are:

  • Bring to Front: moves the selected object to the front of all other objects if multiple are stacked on top of one another.
  • Bring Forwards: moves the selected object a step forward, when multiple objects are stacked on top of one another.
  • Send Backwards: moves the selected object to the back of other objects if multiple are stacked on top of one another.
  • Send to Back: moves the selected object a step backward, when multiple objects are stacked on top of one another.

Transform

Apply quick rotation options to the selected widget. Options include:

  • Rotate 180: Rotates the object 180 degrees, so if its upright, it rotates upside down.
  • Rotate 90 CW: Rotates the object 90 degrees in a clockwise motion.
  • Rotate 90 CCW: Rotates the object 90 degrees in a counterclockwise motion.
  • Clear Transform: Remove any type of the above transforms applied to the object.
DeleteDeletes the selected object(s).



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