Everything You Need to Know about Yurbi’s Guest View Reports

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At 5000fish, we work to put the business user at the center of how Yurbi functions. One set of functionalities we have built to be both powerful and flexible for business users is Yurbi’s different types of report views. There are many use cases surrounding how stakeholders within a company need to interact with data. Sometimes Yurbi report builders must distribute sensitive data, which should only be seen by specific stakeholders and requires explicit permission. And other times, report builders need to share information publicly and security isn’t a high concern.

In the first scenario, we provide user licensed access reports that allow report builders to password-protect reports that are being distributed. For the latter scenario, we developed guest view report licenses that enable our customers to easily distribute reports, which is what we’ll focus on in this article.

How to Build Guest View Reports

We currently sell our guest view report licenses in packs of ten reports for $1,495 per year. This type of license allows anyone in an organization to view a report without requiring a Yurbi login. This license makes sense when a Yurbi user needs to share reports with a large audience, but does not need dynamic data-level security applied to the report.

When a builder wants to build a guest view report, all of the builder has to do is select the option to “allow guest view,” which transforms the report into a guest view report that is available to anyone with access to the report.

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How to Distribute Guest View Reports

Guest view reports, like Yurbi’s other report types, are still very dynamic and accessible. One way Yurbi users can distribute guest reports is via the Yurbi Guest Library. Yurbi users have the ability to create public report libraries where non-Yurbi users can view reports and search for reports..

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Within the reports themselves, guests can print, export, and access Chart Wizard features. The only functionalities guest viewers lose are the ability to save preferences on dashboard prompts and report scheduling.

The second way Yurbi users can distribute guest view reports is by publishing the reports in private folders, and then sharing the reports via embedded reports. Embedded reports can be placed in more secure locations. The third way Yurbi users can distribute guest view reports is via hyperlinks. By saving reports in a private folder and not a guest library, guest viewers are only able to see the report if they have access to the hyperlink or web page where the report is embedded.   This is very useful for organization that want to share reports within an existing portal such as Microsoft SharePoint.

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Yurbi users have complete control over how they want to allocate report licenses, which means users can reallocate guest view licenses from one report to another without the need to purchase another set of guest view licenses. Yurbi users can run audits on guest view reports to see which are being used and identify whether the guest view license would be better used elsewhere.

The Bottom Line

Our goal is to provide an affordable solution for companies of all sizes, and projects of all scopes and magnitudes. If a Yurbi user is working on a large project and has a need to send reports to a massive audience, we will not require the user to purchase additional individual Yurbi user licenses. Instead, users can share powerful data and reports via guest view reports because guest view report licenses allow Yurbi users to share necessary data affordably.

Have questions about guest view reports or just want to learn more about Yurbi’s business intelligence capabilities? Contact us!

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