Email

Overview

As a user of Yellowfin you may have permissions to send reports via email to other registered users or external parties.
Note: You will only be able to email a report once it is active. Draft reports cannot be emailed. Save your report prior to sending.

1. To distribute a report click the Share button on the active report menu. This will open the Share window from which you can select to either Distribute, Email, or Embed the report.
   
2. Click on the Email button.
   
3. You can now select the required Recipients. Click on the + Add Recipients link.
   1. From here you are able to search through Yellowfin Users and Groups.
   2. Select the desired recipients. Once added, your recipients will be listed in the box
      Note: Reports will only be distributed to users that have the appropriate level of access for the report.
4. Select the format you wish the report to be sent as, from the list of; HTML, PDF, CSV, DOC, XLS, RTF, TXT, and Link To Report.
5. Provide a file name (no file extension required, just the name, eg. SampleReport)
6. Next you are given the option to provide a message for the email.
   1. You may also choose to provide the users with the Report URL, which provides them with a direct method of accessing the report.
      
7. Click the Ok button to send the email