Buttons

Use the Button component to add interactivity to your dashboard. By itself, the component carries standard functions such as bookmark, reset filters, print report, or logout. Alternatively, a button can be coupled with a View Holder to create dynamic content.

On a View, you create a View Holder and assign it to a button.

  1. On the toolbar, click Button Button iconand drag it to the View.

    The Actions window appears.

  2. Click the drop-down to select an action such as bookmarks, close current view, data load, display URL, or log out.
    • Bookmarks: Saves your screen configuration for later use.

    • Data Load: Forces the Data mart refresh.

    • Display View: Display a pre-selected View in the View Holder.

      The Current View must have a Button and a View Holder.

    • Display URL: Tells the View Holder to load a given URL.

    • Display URL in new dialog box: Opens a View in a new dialog box instead of in a View Holder in the Current View.

    • Extract report and send by email: You can define an email address for emails containing the extracted reports.

    • Extract current view and send by email: You can define an email address for emails containing the extracted views.

    • Print Current View: The Current View that the Button is in would be formatted as a PDF document for the user to download. In the PDF document, the charts are displayed as images, and grids are presented in a text format.

    • Print Report: Generates a PDF of a report you have previously defined.

    • Reset Filters: Resets all filters to their default state.

    • Logout: The current user is logged out of the dashboard.

      If you want to redirect users back to your system instead of the default Insight logout page after a session is expired or after users log out, create a User Filter with a predefined name "LogoutUrl" and define the required absolute or relative URL in the request. After such filter is created, Insight redirects the users to the defined page. For details on how to create a User Filter, see Help for Insight Admin Console.

Change Button Text

  1. On the Property panel, select Other.
  2. In the Text field, enter a name for the button.

    The text appears on the button.

  3. Save your changes.