How to create a report widget

Version: Yurbi v12

Role: Agent or higher

Permission: Agent with modify access to the application


Overview

Reports Widget lets you pick any report you have permission to and add it to the dashboard, resize it, add filters to it, etc. For anyone who needs to view the reports, the user will need at least view permission to it.

1. Creating or Adding a Widget

Click on the Create a Widget button, located at the center of your dashboard.

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Click on the Add a Widget button, at the top-right corner of your dashboard.

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2. Setting Up the Report Widget

A pop-up on the right-side will appear where you can configure the widget you want to add.

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Enter your Widget Name

Select your Reports from the widget type drop-down menu.

Under Widget Content, click Select Target

Select a folder where the report is nestled in.

 

Click on the desired report to be used.

Click Select

Under Widget Permissions, tick off the Hide Title in Widget to hide the widget name in the dashboard.

You can see at the right side the preview of your widget.

Click Save & Apply

The report will then appear in the dashboard.

Remember to save your dashboard for each changes you make!


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