Report Access CRUD
Allow users to log in to Yellowfin and view, edit, create, and delete reports
Allow users to update their user profile
Draft Content List
Shows a list of draft content on the Dashboard and Browse pages.
Allow users to add reports to their favourites list
Export Reports to CSV
Allow users to export report results to CSV
Export Reports and Dashboards to DOC
Allow users to export content items to DOC
Export Content to PDF
Allow users to export content items to PDF
Export Reports and Dashboards to XLS
Allow users to export content items to XLS
Bookmarks and Snapshots
Allows users to create and use bookmarks and snapshots
|Hide Print on Reports & Dashboards||Hides the Print option on the Report and Dashboard pages.|
Personal Dashboard CRUD
Gives users access to the dashboard page, and allows them to create their personal dashboard, visible only to them.
Hide Dashboard Maximise Report
Hide the maximise option on dashboard reports
Hide Dashboard Report Menu
Hide the drop-down menu on reports on the dashboard
Refresh Dashboard Reports
Allow users to set a refresh period on Dashboard reports.
Public Dashboards CRUD
Allows users to create and edit Public dashboards.
Disable Add Existing Tab
Prevents users from adding existing tabs from the Browse Page or the Pre-Built Tab option to their dashboard.
|Show Draft Dashboards||Shows Dashboards being edited by other users.|
Hide Browse Page
Hide the report browse page
Hide Advanced Report Search
Hide the advanced search on the report list page
Hide Columns Option (Browse Page)
Hide the columns option on the report list page. Users will not be able to change the columns displayed
Hide Report Details (Browse Page)
Hide the report details on the report list page
Allow users to see outstanding report approvals
Draft Public Reports
Allow users to see draft versions of public reports created by other users
Allow users to create freehand SQL reports, and Jasper reports
Public Reports CRUD
Allow users to create and edit public reports
Allows users to archive report result sets, dependent on Content Category Version History settings
Allow users to create sub query reports
Ad Hoc Reports
Allows users to create Ad Hoc reports
Allow users to set or change the access filter on reports
Allow users to set up co-display, drill down and drill through functionality
Allow users to write reports based on CSV files
Advanced CSV Functionality
Allow users to perform advanced operations on CSV reports such as selecting the data source
Custom Query Filters
Allow users to create user prompt drop down filters populated by custom SQL queries
Min/Max default filter values
Allows users to set default values for cached filters to the minimum and maximum cached value.
Disable Cached Filter Values
Disable users from caching report filter values
Allows users to create SSRS Reports
|Allow Freehand SQL Calculated Fields||Allows users to create Freehand SQL Calculated Fields in reports.|
Allow users to broadcast reports on a one off or scheduled basis
Allow users to distribute reports on dashboard tabs to other users
Allow users to send an adhoc email copy of a report
Hide Open Report
Hide the open report menu item
Hide Report Details (Report Menu)
Hide the report details item on the report menu
Hide report SQL from users.
Allow users to broadcast reports to external users
Multicast Access Filter Reports
Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users.
Hide Report Refresh
Hide the report refresh menu item
Hide Embed Links
Hide External Links
Removes external direct links to reports and dashboards
Allows users to view, create, edit or delete Storyboards.
Allows users to edit and delete any private or public Storyboard.
Allows users to make a Storyboard public.
Storyboard Global Filters
Allows users to set global filters on Storyboards.
|Hide Comments||Hides the comment functionality from Reports, Storyboards, and Dashboards.|
Allow users to Create, Read, Update, or Delete
Allows users to access their timeline.
Allows users to connect to other users through their timeline.
Discussion Topics CRUD
Allows users to browse and contribute to discussion topics.
Allow users full administration access to discussion streams, comments, and tasks both public and private.
|Activity Stream||Allows users to access the activity stream.|
|Enable Tasks||Allow users to see and be assigned tasks.|
|Personal Tasks||Allow users to create and assign tasks to themselves.|
|Public Tasks||Allow users to create and assign tasks to themselves and others.|
|System Task Admin||Allow users to approve or reject the completion of system tasks.|
Allow users to modify Yellowfin site parameters
Configure Logon ID
Allow users to specify how users are authenticated
Configure Page Format
Allow users to configure the page layout (integration settings, etc)
Configure Support Email
Allow users to set the support email address
Allow users to import content from XML files
Allow users to export content to XML files for backup or transfer to another system
Allow users to configure report categories
Allow admin users to view system information
Allow users to view Yellowfin licence details and upload new licence files
Create and Edit Tags
Allow users to create and edit tags used in discussions
Client Organisation Management
Allow users to set up and manage client organisations.
Filter Period Management
Allow users to choose which Predefined Date Filters are available
Allows users to translate user entered data on dashboards, reports and views.
Allows users to manage Storyboard Themes.
Geometry Pack Management
Allows users to import and delete GeoPacks.
|Background Execution Management||Allows users to view the current background execution queue, cancel current queries, and force start queued items.|
|View and Field Categories||Allows users to manage View and Field Categories from the Admin Console.|
|Org Reference Codes||Allows users to manage Org Reference Codes from the Admin Console.|
|Plugin Management||Allows users to manage plugins including Third Party Source Conncetions, JDBC Drivers, and Advanced Functions.|
Data Sources & Views
Data Sources CRUD
Allow users to create, edit, and delete data source connections
Allow users to connect to OLAP data sources
Data Source Admin CRUD
Allow users to create, edit, and delete all data sources regardless of security restrictions
Allow users to create data source filters
Database Views CRUD
Allow users to create, edit, and delete Yellowfin views
|Freehand SQL Views||Allow users to create Freehand SQL views.|
Show Draft Views
Allow users to see views being edited by other users
Allow users to create views against stored procedures
Force Clone Views
Removes the option to edit existing views directly - users are forced to clone views to edit them
Hide DBMS Messages
Replaces error messages from DBMS with generic messages
Create CSV Table
Allow users to create CSV tables within a view
Allows users to create Composite Views.
|Skip Schema Check||Bypass schema check when using CheckSchemaForUser functionality.|
|Report as a Datasource||Allows reports to be written aginst the results of another report|
User Management CRUD
Allow users to create, edit, and delete user accounts
Group Management CRUD
Allow users to create, edit, and delete user groups
Allow users to create, edit, and delete security roles
Hide profile password
Removes the password reset option in My Profile
Disable profile email change
Stops users from changing their email address in My Profile
Hide profile User ID
Removes the User ID option in My Profile
Allows a user to bypass concurrent logon limitations.
Restrict Visible Roles
Restricts the Roles that are visible to a user when adding new users and groups.
This function is required for a user account that will be used to log in to Yellowfin web services
Disable Mobile Access
Stops a user from accessing reports via a native mobile application.
|Subscribe to Broadcast||Allows users to subscribe to report broadcasts.|