Articles in this category

Differentiate Public, Private, and Favorite Library [v11]

Learn how the difference between public, private, and favorite library subsections

How to Data Blend Multiple Reports via Union or Join [v11]

Learn how to use the link report option to data blend multiple reports via union or join

How to Rename and Change Permissions For an Existing Report [v11]

Learn how to use the rename and change permission in an existing report via report options

How to add a widget [v11]

Learn the steps on how to add a widget

How to add and configure report headers [v11]

Learn how to configure report headers and footers

How to change the name of a library folder [v11]

Learn how to edit the name of a library folder

How to configure Add Criteria with No Prompt (Hardcoded and Complex / Boolean) [v11]

Learn what is a add criteria option and how to configure it without any prompt

How to configure Add Criteria with Prompt and Sort Option [v11]

Learn how to configure an add criteria with prompt and use the sort option

How to configure Add Criteria with Prompt and Target List Report [v11]

Learn how to configure an add criteria with prompt and target list report and use the display/values option

How to configure Add Formula options [v11]

Learn what add formula option is and how to configure it in your reports

How to configure Add Hierarchy option [v11]

Learn what add hierarchy option is and how to configure it in your reports

How to configure Add Totals [v11]

Learn what is add totals option and how to configure it in your reports

How to configure an Advanced Pivot Grid Report [v11]

Learn how to configure an advanced pivot grid report

How to copy a library report or dashboard [v11]

Learn how to copy a report or dashboard

How to create a bar/column chart visualization report [v11]

Learn how to create a bar/chart chart visualization report

How to create a dashboard [v11]

Learn the process of creating a dashboard

How to create a dashboard date type filter [v11]

Learn how the process of creating a dashboard date type filter

How to create a dashboard numerical type filter [v11]

Learn how to create a numerical type of filter for your dashboards

How to create a guest library folder [v11]

Learn how to create a guest library

How to create a hidden library folder [v11]

Learn how to create a hidden folder within the library

How to create a library folder (and sub-folder) [v11]

Learn how to create library folders and sub-folders

How to create a new Aggregate Grid report [v11]

Learn how to create a new Aggregate Grid report

How to create a new dashboard filter [v11]

Learn how to create a new dashboard filter

How to create a new data grid report from scratch [v11]

Learn how to create a data grid report from scratch

How to create a new pivot table analysis report [v11]

Learn how to create a pivot table analysis report from scratch

How to create a text-type dashboard filter [v11]

Learn the process of creating different text-type dashboard filter

How to delete a library folder (and sub-folder) [v11]

Learn how to delete a folder and/or sub-folder in the library

How to delete a schedule of a library report or dashboard [v11]

Learn how to delete a schedule of a library report or dashboard

How to delete a widget [v11]

Learn the process on how to delete a widget

How to delete an existing add criteria [v11]

Learn how to delete an existing add criteria

How to delete one or more library reports or dashboards [v11]

Learn how to delete one or more report or dashboard

How to edit an existing add criteria [v11]

Learn how to edit an existing add criteria

How to edit an existing report in builder [v11]

Learn how to edit an existing report

How to edit dashboard name [v11]

Learn the steps to change the name of a saved dashboard

How to edit library reports [v11]

Learn how to edit a library report or dashboard

How to edit the schedule of a library report or dashboard [v11]

Learn how to edit the schedule of a library report or dashboard

How to embed a dashboard or generate a direct share link [v11]

Learn the steps on how to embed a saved dashboard

How to enable fast cache on the dashboard [v11]

Learn the function of Fast Cache and how to enable it on the dashboard

How to export a library report [v11]

Learn how to export a report or dashboard

How to favorite a dashboard [v11]

Learn the process on how to favorite your dashboard

How to favorite a library report or dashboard [v11]

Learn how to favorite a library report or dashboard within the library

How to make a dashboard anonymous/public view [v11]

Learn the steps to make a saved dashboard accessible to the public

How to make a dashboard your primary home view [v11]

Learn the process of how to make a dashboard your Home View

How to modify library folder options [v11]

Learn the different library folder options

How to modify library folder permissions [v11]

Learn how to modify library folder permissions

How to move one or more library reports or dashboards [v11]

Learn how to move a report or dashboard

How to print a dashboard [v11]

Learn the process of printing a dashboard

How to print a widget from the dashboard [v11]

Learn how to print a widget from the dashboard

How to re-arrange/move a widget [v11]

Learn how to re-arrange or move a widget

How to re-size a widget [v11]

Learn the process on how to re-size your widgets

How to run a library report or dashboard [v11]

Learn how to run a library report or dashboard

How to save a report [v11]

Learn how to save a report in builder

How to save or overwrite an existing dashboard saved view [v11]

Learn how to save as or overwrite an existing dashboard saved view

How to schedule a dashboard [v11]

Learn how to schedule a dashboard

How to schedule a library report or dashboard [v11]

Learn how to schedule a library report or dashboard

How to schedule a report in builder [v11]

Learn how to schedule a report in builder

How to search for a library report [v11]

Learn how to search for a library report

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

Learn how to send to email a report or dashboard

How to set a default saved view [v11]

Learn how to default a saved view

How to set a default to top option filter [v11]

Learn the function of default to top option or values sort order for your filters and how you can set them up

How to set the order of dashboard filters [v11]

Learn the process on setting the order of your dashboard filters

How to setup a smart filter [v11]

Learn the function of a smart filter and how to set it up

How to sort library reports [v11]

Learn how to sort library reports

How to turn a dashboard filter on/off [v11]

Learn the process of how to turn a filter on and off in your dashboard

How to use a values list report for dashboard filter options [v11]

Learn how to use a values list report for your dashboard filter options

How to use color conditional row highlighting in the Aggregate Grid [v11]

Learn how to use data conditional row highlighting in the aggregate grid

How to use reports with prompts on a dashboard [v11]

Learn the use of report prompts and how to set it up

How to use widget actions [v11]

Learn the functions of each widget actions

Understanding Your Preview Section [v11]

Learn the different options under your preview section

Understanding the Different Yurbi Data Type [v11]

Learn the different data types within Yurbi

Understanding your Add Criteria Operators [v11]

Learn the different add criteria operators when building your report

What is the Guest Library [v11]

Learn about the Guest Library feature

How to reset dashboard filters back to the original saved view [v11]

How to reset the state of dashboard filters back to the original view configuration

Difference between global view and personal view [v11]

Differentiate global and personal views

How to export a widget from the dashboard [v11]

Learn how to export a widget from the dashboard