How to send a library report or dashboard via email [v11]

Version: Yurbi v11
Role: Agent and higher
Permission:  Agent with view permission to the report or dashboard

Accessing the Report

Click on the Library button, which is found next to the Home button.

Choose between the Public or Private subsection.

Select the folder where the report or dashboard is nestled in

Locate the reports or dashboards you wish to export.

Sending via Run

Here is the 1st method to use when sending a report or dashboard via email. We use the Run option found in the action menu.

Click the down arrow at the end of a report.

Select Run

Click on the Export icon

Select a format, then choose Export in Email.

<i>Choosing export in email option gives you a — *Choosing export in email option gives you a "real-time" email once*

Here is an in-depth article about exporting a report or dashboard

Sending via Schedule

Here is the 2nd method to use when sending a report or dashboard via email. We use the Schedule option found in the action menu

Click the down arrow at the end of a report.

Click Schedule from the action menu

<i>Choosing schedule gives you a repeating, regular email due to the option of frequency.</i> — *Choosing schedule gives you a repeating, regular email due to the option of frequency.*

Here is an in-depth article about scheduling a report or dashboard

Sending via Share

Here is the 3rd method to use when sending a report or dashboard via email. We use the Share option found in the action menu.

Click the down arrow at the end of a report.

Click Share from the action menu

Select Schedule

Here is an in-depth article about scheduling a report or dashboard

Or, Select Export

Select a format, then choose Export in Email.

Here is an in-depth article about exporting a report or dashboard

Managing Scheduled Reports

To manage scheduled report, locate the User Menu found on the upper right beside the help icon.

Follow the steps under this article to be able to edit your scheduled report

Configuring Schedule Groups

To access this, locate the User Menu found on the upper right beside the help icon.

Select My Schedule

Click Schedule Group

Click Create Group

Type in Schedule Group Name

Configure the start on date, execution time and frequency of the scheduled group.

Click Next

Select your recipients.

To add a recipient, select them from the left panel and then click the right arrow. This will move them to the right panel and add them to receive the scheduled item.

<i>Add one user from the left panel to the right panel</i> — *Add one user from the left panel to the right panel*

<i>Adds bulk or every user from the left panel to the right panel</i> — *Adds bulk or every user from the left panel to the right panel*

To remove a recipient, select them from the right panel and click the left arrow. They'll be moved back to the left panel, effectively removing them from the recipients list.