Version: Yurbi v11
Role: Agent and higher
Permission: Agent with view permission to the folder
Click on the Library button, which is found next to the Home button.
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Choose between the Public or Private subsection.
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Select the folder where the report or dashboard is nestled in
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Locate the report or dashboard you wish to run, and click the down arrow button at the end of it.
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Select Run
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Or, select the lightning icon beside the down arrow icon.
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Another option would be clicking the report name and a menu will appear. Then, select Run Report.
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After these steps, depending on your selection:
- If it's a dashboard, you will be redirected to the Dashboard View.
- If a report is run, a pop-up will appear for you to view the report.
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And there you have it! You now know the different ways of running a report within your library folders!