Feature Ideas

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  1. Goal Progress KPI Card

    A new KPI card type built around a single question: how close are we? Instead of a big number with the target off to the side, the Goal Progress card puts progress front and center — a clean ring (or bar) that fills as you approach your target, with the percentage as the headline and the goal value for context. Perfect for quota attainment, fundraising totals, project completion, SLA compliance, or any metric where "80% of the way there" tells the story better than the raw number does. Highlights: Ring or bar — pick the look that fits your dashboard. Smart targets — set a fixed goal, pull it from a report, or use a per-period target that moves with your date selection. Color that knows the difference — status thresholds turn green when you're winning, whether "winning" means going up (revenue) or down (churn, cost, defects). Overachievement handled properly — pass 100% and the ring shows you capped out while the headline still reports the real 130%. Fully themed — inherits your card styling, sizes cleanly from compact tiles to full-width panels.

    Yurbi Team

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  2. Modernized Gauge Visualization

    Updating the current linear gauge to support circular, bullet, and leverage the same data shape, drill-down, and design as the updated KPI and Calendar visualizations.

    Yurbi Team

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  3. Data merge with MS Word template

    Ability to leverage a highly formatted Microsoft Word template with tags that match to data stored in a dataset and have the export capability to create and export multiple pre-filled templates.

    Yurbi Team

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  4. Allow restoring a report to a prior version

    Right now there is no versioning of reports in the library, so if a mistake is made on an existing report there is no way to recover the prior version without database restores. Allow the versioning of reports so a user can go back to a prior version if needed.

    Yurbi Team

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  5. Enabled FastCache on multiple users at a time

    Currently to enable fast cache the admin must edit each user individually to turn on the feature and hit save. While there is an API/Server script to do enable multiple users at a time, it would be nice to have a way in the interface to multi-select or mass update the FastCache setting the way you can currently mass edit the Groups and App assignments.

    Yurbi Team

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  6. Make relative performance comparison columns easier

    When you have multiple values that you wish to compare to a baseline, provide an easier way to calculate the relative performance between columns.

    Yurbi Team

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  7. Make date range comparisons easier

    Currently, there are a few way to generate a data comparison dataset but it requires more effort than other report types. Since this is a common requirement, provide a simpler way to add a date driven column in the report dataset.

    Yurbi Team

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  8. Add trend line support in chart

    Add the ability to add a trend line to a chart the way that Microsoft Excel provides.

    Yurbi Team

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  9. FastCache based on user activity

    Add a setting to the fastcache so that caches are only built for users that have actively logged in within a certain period, or have logged in so many times within a certain period. This will reduce the total number of caches built and maintained and make the system more optimized.

    Yurbi Team

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  10. Provide users a password reset option

    Currently only admins are able to reset a users password if they forget it. Enable a forgotten password feature for agents and builders.

    Yurbi Team

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  11. Allow Guest Users To Have Default App Shield Policy

    Currently the report builder has full control of what report data can be shared as a Guest View or Public View Document. This feature is to include the Guest View or anonymous user as a reserved user type so that it can have App Shield policies attached. So regardless of what the Builder creates, the organization can set a policy on what data limits are. A secondary benefit of this feature will be to allow dashboard caching to apply to anonymous dashboards.

    Yurbi Team

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  12. Assign Reports and Dashboards to Users

    Currently only the actual user can add a dashboard or report to their favorites list. Developers can use the API to do this, but for normal admins provisioning users, they must log into each user account to set up the favorite/assigned dashboard and reports. Would be nice to have a way that builders or admins can assign on the user's behalf.

    Yurbi Team

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  13. Custom colors based on thresholds

    Add the ability to have chart elements change color if they are over or under a specific threshold.

    Yurbi Team

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  14. Sort order on saved views in dashboard

    Allow the arranging of saved fields in the same way you can re-organize and order your favorited dashboards.

    Yurbi Team

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  15. Allow copying from UI

    While this will need to be audited too, allowing copying text from the UI will be very beneficial when the requirement is to just gather data and not download reports.

    Yurbi Team

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