How to favorite a dashboard

Version: Yurbi v12

Role: Agent and higher

Permission:  agent with view permission or higher


Overview

Favoriting a dashboard gives the user an easy access of that dashboard as it is saved under the Favorites folder.

 

1. To mark a dashboard as a favorite, click on the Favorite button located at the upper right side of the dashboard main screen. It is represented by a star icon.

2. Once you click on the Favorite button, the star icon will be filled, indicating that you have successfully added the dashboard to your favorites list.

3. You can check the status of the dashboard by clicking on the drop-down arrow located on the upper left side of the dashboard, next to the dashboard name

4. Go to the Favorites section to see if the dashboard has been added.

5. If for some reason you cannot locate your dashboard, click on the Library section, and look for where you have saved the dashboard.

6. Find it either in the Team or Private folders

7. At the end of the reports, beside the Run button, just click the heart button and this will add the dashboard to your favorites section.

8. Check the Favorites section to confirm if the dashboard has been added to your list of favorites.


And there you have it! You can now favorite one or multiple dashboards you want!