How to favorite a library report or dashboard

Version: Yurbi v12

Role: Agent and higher

Permission:  Agent with view permission to the library folders


Overview

This article gives the user a step-by-step process on how one can favorite a report or dashboard within the library for the user's ease of access.

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 favorite, and click on the heart icon beside the three dots button

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5. A successful favorite will be indicated by the heart icon changing to a filled icon.

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6. Your newly favorited report or dashboard will then appear within the Favorites subsection.

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And there you have it! You can now favorite reports and dashboards in the library!