Intelligence360 Reports consider data first and visualization second. That means you can establish the data you want to see and then decide which visual(s) represent it best. Since data come first, start with Creating & Editing Reports, then come back to this article to set up the Actions List visualization.
Actions List reports display a version of your Actions Feed that allows you to view, complete, and track actions that need attention...like a convenient & interactive to do list. Imagine logging in every morning, your default dashboard providing insight into what needs to be done today, a quick view of your favorite reports, and anything else you want to be aware of when you start your day. You click an action, complete it, and POOF, it's off your to do list and you're already making this day productive!
Watch below as we click on an action, open the action and have the chance to complete the action! Boom, done.
Visualization Type: Actions List
In the visualization section of the report editor, select Actions List as the visualization type.
Click in the text box to enter your subheading content. This information is a brief set of information you wanted relayed about the report; the text you enter will be displayed as it's written while you can include a specified data by adding subheading variables that will update with the rest of the data.
To enter subheading variables within your text, click the second + button and choose from the populated list of variables based on the report's content.
Basic styling allows you to customize your text & add hyperlinks to the subheading.
Select Which Actions to Show
You can select specific action types if you want to narrow down what populates on the list. You can also select the number of actions to show on a report.
Select How to Sort the Actions
You can allow the platform to intelligently sort actions by relevance or sort by property.
Once you have completed the visualization section, click Save in the report editor. If you want to make changes to other sections of the report editor, return to Creating & Editing Reports.
If you run into any issues, please contact support.
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