Click actions

Image, Icon and Shape have Actions → Click action → On click (Text and Rich text do not). 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 page	Jump settings: target page, how it opens (current tab, new tab, tooltip, pop-up), Pass filters by matching field names, Pass report parameters, and a target field or Do not pass for each page filter
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, except on the Action button, which also runs its action in the editor (report pages and links open in a new tab there; Reset and Clear filters only work in the report).
• Go to report passes the current selections of the page's filters to the target report. With Pass filters by matching field names on (the default), each filter goes to the field with the same name, so a target on the same analysis model needs no mapping; otherwise pick a target field for each page filter, or Do not pass. Pass report parameters sends the report parameters to the parameters with the same names. Date filters pass their start and end; hierarchy tree filters with several selected paths, numeric ranges and advanced filter expressions are not passed.
• 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) or By report parameter. A disabled button shows its disabled style and does nothing. The Data button (legacy) keeps When there is no data for buttons bound to a field whose query returns nothing.

Related: Assist Components · Dynamic Values · Tabs