How to copy a library report or dashboard

Version: Yurbi v12

Role: Agent and higher

Permission:  Agent and higher with view permission to the library folder


Overview

This article gives a step-by-step process for user's to copy a report or dashboard in their library and put it either in the same folder or a different one.

1. Click on the Library button, which is found below the Dashboard button    

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2. Choose between the Team or Private subsection.  

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3. Select the folder where the report or dashboard is nestled in

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4. Locate the report or dashboard you wish to copy.

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5. Click on the three dots button found at the end of the report or dashboard. A screenshot of a computerAI-generated content may be incorrect.

6. From the drop-down menu, select the Copy option.

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7. Type in the Report Name

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8. Select which folder location will it be saved in. 

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Note: You can only save it in a folder that the logged in user has a modify permission to it. However, you can always save it in your private library  

9. Select Report Permissions

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10. Click Save & Apply

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And there you have it! You now know how to copy a report!