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Action Buttons

The Report Workspace includes multiple action buttons used to preview reports, save changes, share reports, access keyboard shortcuts, and configure slide settings.

Preview Mode​

Preview Mode allows you to view and interact with the report as it will appear to end users when shared. Click Preview to open the report in fullscreen preview mode, where you can:

  • View the report in fullscreen.
  • Interact with widgets, dashboards, and report elements.
  • Navigate between slides using the next and previous controls.
  • Review the overall report presentation and user experience.

To exit Preview mode, click Exit Fullscreen in the bottom-right corner, or press Esc on your keyboard.

Save Changes​

caution

Changes are not saved automatically. Always save your changes before exiting the workspace.

  1. Click Save Changes in the bottom-left corner of the workspace.
  2. A confirmation message is displayed once the save is complete.

Share Report​

The Share Report feature grants report access to stakeholders and end users.

Requirements​

  • The intended user must already exist in the project with the ReportViewer (RV) role assigned.

Steps​

  1. Click Share Report from the bottom-left toolbar.
  2. In the Share Report dialog, locate the intended user.
  3. Enable sharing for that user using the toggle.
  4. Click Save — the report becomes accessible to the selected user and they receive an email notification.

Keyboard Shortcuts​

The Keyboard Shortcuts button displays a list of available keyboard shortcuts for navigating and interacting within the Report Workspace.

  1. Click Keyboard Shortcuts from the bottom-left toolbar.
  2. Review the listed shortcut actions and key combinations.

Slide Settings​

The Slide Settings button opens the slide configuration settings in the right-side Settings Panel. When selected, the Settings Panel switches to the currently selected slide's settings, where you can configure:

  • Slide title.
  • Background settings.
  • Header settings.
  • Icons.
  • Other slide-level configurations.