How to use widget actions

Version: Yurbi v12

Role: Agent and higher

Permission: Agent with view permission or higher


Overview

In this article, the user can understand how each widget action functions.

Each widget has a menu with different actions:

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Info Hover

The info hover over will display the description of the report.

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View 

This displays the widget in the Report Details view where a user can focus on the report, print, export, and have access to more data options like the data visualization.

 

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Reorder 

This is only available to users that have modification permission to the dashboard. Not shown to view only users

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Three dots button

This provides additional widget action options 

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Action Menu

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Edit Widget – Edit widget settings and such name type. This is only available to users that have modification permission to the dashboard.  Not shown to view only users.

Delete Widget¬ – Deletes a widget. This is only available to users that have modification permission to the dashboard.  Not shown to view only users.

Refresh Widget – Reloads the data in the widget.


And there you have it! You now know the functions of each widget action and how you can use them based on your needs!