Appearance
Click Actions and Visibility
About 530 wordsAbout 2 min
2026-10-09
Click actions
Text, Rich text, Image, Icon and Shape have Actions → Click action → On click. The Action button has the same actions, with the same names, under Actions → Action → Click action.
| Action | What it does | Settings |
|---|---|---|
| Go to report | Opens another report or a URL | Drill-through settings: target, how it opens, parameters |
| Open link | Opens a web address | Link URL, Open in: Current tab, New tab (default), Tooltip, Pop-up |
| Switch tab | Shows a tab of a Tabs component | Tabs component, Switch to |
| Reset filters | Returns all filters to their opening values | – |
| Clear filters | Sets clearable filters to All | – |
| Refresh data | Re-queries all data components; the page is not reloaded | – |
| Export PDF | Exports the page | – |
| Full screen | Shows the page full screen; click again to leave | – |
| Open AI insight | Opens an AI reading of the data | Analysis scope: Whole page, Current tab page, Selected components |

- Actions run in the report (Preview and view mode). In the editor a click selects the component.
- The pointer turns into a hand only when the action is complete, for example Open link with a URL.
- Links, inputs and buttons inside the component keep their own behaviour.
- A Shape without an action lets clicks pass through to the components below, so it can be used as a background panel.
Reset filters and Clear filters work like the Filter button.
Visibility
Actions → Visibility → Show is available on Text, Rich text, Image, Icon, Shape, Action button, Web page and AI insight.

| Show | The component is visible |
|---|---|
| Always (default) | Always |
| Hidden in preview | Only in the editor, for notes to other authors |
| By report parameter | When Report parameter meets the Condition for the Values |
| By current user | For the users you list |
| By current role | For the roles you list |
Condition: Is one of, Is not any of, Is empty, Is not empty. A rule that is not complete has no effect. The parameter value comes from a filter bound to the parameter, then the URL, then the parameter's default; components show and hide as it changes.
In the editor, hidden components are drawn semi-transparent and marked Hidden in preview or Conditional.

Visibility is a layout tool, not security: hidden components still belong to the report. Use permissions and row-level security for data access.
Disable an Action button
The Action button also has Actions → Disable condition → Disable: Never (default), When there is no data (when the button is bound to data and the result is empty), or By report parameter. A disabled button shows its disabled style and does nothing.
Related: Assist Components · Dynamic Values · Tabs