How to run a library report or dashboard

Version: Yurbi v12

Role: Agent and higher

Permission:  Agent with view permission to the folder


Running a Report or Dashboard

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

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 run

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5. Click the three dots button at the end of it.

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6. Select Run

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7. Another option would be clicking the report name 

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8. After these steps, depending on your selection:

  • If it's a dashboard, you will be redirected to the Dashboard View.
  • If a report is run, a pop-up will appear for you to view the report.

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And there you have it! You now know the different ways of running a report within your library folders!