How to Securely Schedule Reports and Notifications with Yurbi App Shield

Schedule Report with SecurityReport scheduling is a major time saver, whether you’re sending reports to customers, managers, or other people on your team. However, just because a report is automated and sent regularly doesn’t mean that the importance of security takes a back seat to ease of use — automated reports must remain secure.

Scheduling reports securely can be challenging if you have a Business Intelligence solution that employs hard-coded security policies because the security placed upon reports is done manually. That is why we developed dynamic, database-level security through Yurbi App Shield.

Why App Shield Makes Scheduling Secure Reports Easier

Yurbi App Shield is a security layer that sits underneath the entire Yurbi platform and protects all of the data within the connected data sources. The security policies created within Yurbi’s App Shield apply to every user activity within Yurbi, from viewing dashboards to generating reports. This type of security ensures that users can’t find back doors into data they are not supposed to view. And because Yurbi App Shield is such a dynamic, flexible form of security, automating secure reports is quite easy within Yurbi.

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How App Shield and Scheduled Reports Work Together

When a Yurbi admin provisions a user of Yurbi,  they are able to apply one or more security groups to that user profile.  Assigning a security group instructs Yurbi on the level of authorization a user has to view, modify, or delete the reports, dashboards, and folders within Yurbi.  You can learn more about security groups in this on-demand webinar.

App Shield security policies can also be applied via security groups,  and with the App Shield data security feature, the Yurbi admin can allocate a specific set of security constraints on exactly what data that user is allowed to see.   This is called an App Shield policy.  With one click of a checkbox, you can effectively grant or limit exactly what data a user can view in any report, dashboard, or scheduled notification within Yurbi.

Yurbi Security Groups

Once a user has access to Yurbi and permission to view a set of reports and dashboards they can then self-service schedule or subscribe to those reports to get automated delivery of the report to their email.   One of the benefits of the combination of Yurbi security and the Yurbi scheduler is that user’s are able to not only schedule reports to themselves,  but they can also schedule them for delivery to a set of team members or customers.

Users are able to select the frequency of delivery,  the recipients, configure the email subject and body, and set the output type to determine the file format the data is delivered in.   And if the report has been developed with prompts,  the user can define the specific prompt items like a data range so the report is pre-filtered for just that information.


With the combination of App Shield and the Yurbi scheduler,  if three people are defined as the recipient of a schedule report, dashboard, or notification all three users will receive the report, but each user has his own security policy which limits the information he or she can see within the larger report. User A’s security policy may only allow her to see only East Coast related information while User B’s security policy may only allow him to see West Coast info.   User C may not be able to see anything in this report in which case they would not get a notification.  Yurbi would never send someone a blank email,  that could be considered rude. 🙂

If the security policies aren’t defined in App Shield, the recipients will receive all of the data in the report.

Not only do security policies within App Shield increase scheduled report efficiency and ensure that the data within scheduled reports is secure, but App Shield also creates relevancy within the reports. In the above scenario, sending User B East Coast related information wouldn’t be relevant or helpful because they may only be concerned about client general inquiries.  So while we talk about security,  Yurbi App Shield could be used just to reduce the noise of data overload.

App Shield’s database-level security is a powerful feature that makes the lives of Yurbi admins and users much easier. Want to learn more about App Shield? Check out this article  or contact us!

Learn more about the features of Yurbi and how they may optimize the way your organization leverages data.  Check out our on-demand webinars.

Click here to see an online demo of Yurbi

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