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[en] Opening reports in a new tab in Sales Portal

[en] The text, image, chart, control menu, row input form, metric, list, and callout objects in Presenter Adaptive reports can be set up to open in a new tab in Sales Portal. This can be useful to provide better visibility, especially for complex or large reports. You may also want to compare the report with data from another tab.

  1. [en] From the Reports module, click the Reports tab.

  2. [en] Create a new Presenter Adaptive report, or click an existing report. Read Creating a Presenter Adaptive report to learn more.

  3. [en] Click the Add object Add icon icon.

  4. [en] Select a report object noted above.

  5. [en] From the Data tab, click + Add link.

  6. [en] Under Options, turn on the Open link in new tab toggle.

  7. [en] Under Destination, select one of the following options:

    [en] Web/Web address

    [en] Under Destination, click Web. Under Web address, click data--set.png Insert value and select the value. Click Add.

    [en] Email

    [en] Under Destination, click Email. Follow the steps outlined here: プレゼンターアダプティブオブジェクトでのmailtoリンクの作成.

    注記

    [en] This option might not be visible to all objects mentioned.

    [en] Report

    [en] Under Destination, click Report. Under Report type, select Presenter Adaptive. Under Report name, select the report you want to add. If a report has more than one assigned web tab, select a web tab and add any necessary parameters, and click Add.