Everything You Need to Know About Yurbi’s Embeddable Reports

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At 5000fish, we’re all about you – the business user. Our goal is to make your job easier and more effective through business intelligence, which is why we have worked hard to create easily embeddable reports for you to share to whomever you need.  With Yurbi you make the decision if reports are embeddable and if they can be shared as Guest View (no Yurbi login required) or with Yurbi security enabled.  This gives you the ability to designate any Yurbi report as embeddable which can then be distributed via different applications or links as you decide.  Embeddable reports and dashboards are very important for Independent Software Vendors (ISVs) who are looking to OEM or White Label Yurbi,  but we think they can be equally powerful for everyday business use to increase the adoption of business intelligence.

We believe this is one of Yurbi’s most valuable features, so we decided to fill you in on how embeddable reports work within Yurbi. Keep reading to discover everything you need to know about Yurbi’s embeddable reports.

How to Build an Embeddable Report

After a user builds and saves a report within Yurbi, making it embeddable is easy. The only thing the user must do is to check the box that allows embedding of that report after the report has been built. This permission is up to the builder’s discretion as he or she determines whether the report is appropriate to share publicly (you can audit this and schedule automatic notifications of any new or modified embeddable reports for an extra level of protection).

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How to Build an Embeddable Dashboard

Yes,  entire dashboards are embeddable as well and it’s as easy as with the report method.  A few key distinctions,  to make a dashboard embeddable you must check the box that allows embedding on the dashboard preferences screen.

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If you make a dashboard embeddable there is no need to make all the reports within that dashboard separately embeddable.  This is a planned feature because it allows you to share reports within the frame of a dashboard but not allow users to share reports individually if you do not explicitly designate that report as embeddable.   It is important to note, however,  if you make the dashboard Guest View,  all the reports within that dashboard will need to be designated as Guest View in order for non-authenticated Yurbi users to view it (no security holes here).

How to Share Embeddable Reports and Dashboards

After building an embeddable report or dashboard, the user can go to his or her library to view the complete list of reports. If the user has granted embedding permissions on a report or dashboard, the user can select the “Embed” option from the “Actions” menu, which will then open a popup screen that provides different sharing options, including embedding.

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When the user selects the “Embed” sharing option, a window opens with two options for embedded report sharing: embedded iFrame code and an embedded share URL. The embedded frame code allows a user to embed the report within another application, such as WordPress or Sharepoint, via a simple copy and paste.

Within the embeddable code, users are able to change the dimensions of the report.  There are other parameters which can be passed, for example, developers can pass a security token to provide pass-through user authentication.

The second way to share embedded reports via the share embed URL enables users to send reports via simple email links, without attachments. The advantage of the share URL is that the recipients of the link have access to a live report with live data. Similarly to embedded reports, this type of linked report also provides functionality and interactivity access to link recipients.  For developers, this is a great way to insert live reports into the header menu of an application.

It’s important to note that Yurbi’s embeddable reports and dashboards are not simple screen shots or static images of a report – they are dynamic reports that allow users to access Yurbi’s chart wizard view, export and print the report, and all of the additional reporting functions that users can perform within Yurbi. However, if a user doesn’t want the embedded report to be interactive, the user can customize the functionality of the report display using our CustomJS feature. CustomJS allows users to insert custom JavaScript that will hide the features the user chooses (without fear that those customizations will be overwritten when you upgrade Yurbi to a newer version) .

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Yurbi Guest Library

As we mentioned above when designating a report as embeddable you also have to option to determine if they are Guest View (no Yurbi login required) or if they still require all the dynamic and personal elements of Yurbi security.

The Guest View option is a perfect fit when you have data that needs to be shared to a large audience and the contents of the dashboards or report doesn’t contain sensitive information.   This could be for an internal use like sharing summary performance data to your entire company without requiring the entire company to have a user license to Yurbi.  Another example is embedding data on your public website where you could literally be getting millions of hits per month.  And yet one more example could be sharing a live dynamic link of data to external vendors or partners where the data is not sensitive, perhaps inventory data so they can prepare to replenish supplies.

With the options discussed above you could easily embed a Yurbi report or dashboard into one of your existing web pages, or you could email a direct link to the report of dashboard.   But we also provide a much easier way if desired, the Yurbi Guest Library.

On the login page of Yurbi you can see a link to the Guest Library and by clicking that it will take un-authenticated user of Yurbi into a library view very similar to the library view of a logged in user.

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Here you can setup a folder structure, save Guest View reports, and give your team, whether internal or external, the full ability to search, run, and export data (again you can limit them leveraging our CustomJS methods).

The main things that Yurbi cannot provide on Guest View reports and dashboards are:  dynamic security,  scheduling via email, or allowing users to save any personalization on prompts and output types.  They are anonymous to Yurbi, so without knowing who they are there’s no way we can do this.   But keep in mind you can build all your security criteria in the builder to limit Guest View reports to only what you want to share. We’ve seen that Guest View reports are incredibly useful for our customers because they are viewable by anyone, and are sold in packs of ten for $1,495 per year.

Here’s a nice touch, when you designate a Guest View report in the builder, you decide if you want to save it in the Guest Library or not.  Guest View reports don’t automatically go into the Guest Library.   This means you can publish a dashboard in your Guest Library without having to make the underlying Guest View reports accessible.   So in the example above if you did have a Public View report for Vendor ACME to see inventory levels,  their competitors couldn’t just find your Yurbi Guest Library and view the data,  they would need the shared hyperlink that you emailed to that vendor.

Bottom Line

Embeddable reports are incredibly value for business users who need to share and distribute reports to colleagues and other stakeholders. And with Yurbi, embedding and sharing reports is simple. Have additional questions about embeddable reports or about Yurbi in general? Contact us or request a demo today and let us show you.

 

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Business Intelligence For Companies Ready To Grow