Feature Ideas
Submit IdeaForce password change and user lock-out/disable
This will allow the admin to force a user to change their password on next login. Also, the admin will be able to disable or permanent lock-out a user account without deleting it. They can later unlock the account.
Yurbi Team0
Save to Server Scheduler Updates
Allow the use of datatags to determine subpaths on a server directory that the scheduler has access to so that scheduled items can be stored on the server. In addition to the enhancement of the save to server feature, the ability to append data/time stamps to the saved filename will be included.
Yurbi Team0
Enterprise SSO (SAML 2.0 & OIDC)
Let organizations sign in through their own identity provider via SAML 2.0 and OIDC, with automatic exclusion from local password flows and no impact to existing local-login users.
Yurbi Team0
Two Factor Authentication (2FA) support
Admin can control via branding and server settings, but if enabled and user has defined emails and SMTP gateway, and customer SMS API is configured, the admin will be able to force 2FA methods or the user can optionally configure 2FA options (email, sms, authenticator app).
Yurbi Team0
Self-Service Password Reset and Magic Link Login Feature
Admin can control via branding and server settings, but if enabled and user has defined emails and SMTP gateway is configured, users will be able to reset their password or login via magic link.
Yurbi Team0
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 Team0
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 Team0
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 Team0
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 Team0
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 Team0
Add trend line support in chart
Add the ability to add a trend line to a chart the way that Microsoft Excel provides.
Yurbi Team0
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 Team0
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 Team0
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 Team0
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 Team0