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Display actions in your Report

You can display actions in a report and filter them as needed.

Add the Actions widget

  1. Open the slide in edit mode. Go to a slide and click the Click to edit icon in the upper right corner.

    Click to edit icon above a slide

  2. Add the Actions widget. Click the green plus button Add Widget and select Actions from the submenu.

    Green plus Add Widget button

    Actions in the Add Widget submenu

  3. Choose the type of actions. Choose All Actions From a Document or Individual Actions, then click Set up source documents.

    Action type options and the Set up source documents button

  4. Select the source documents. Select the source document(s) and use the filter below to set up the criteria.

    Source documents and the action filter

Please note that the Actions widget doesn’t display live data. It shows the latest status at the time the report was updated. To display the current status of the actions, refresh the widget.

Refresh the actions

  • Refresh a single widget

    You can update each Actions widget separately.

    Refresh option of a single Actions widget

  • Refresh all Actions widgets

    Or you can update all Actions widgets in your report at once with this function in the upper right corner of the report.

    Function for updating all Actions widgets in the report

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