Overview
Function | Description |
|---|---|
General |
|
Report Access CRUD | Allow users to log in to Yellowfin and view, edit, create, and delete reports. |
User Profile | Allow users to update their user profile. |
Draft Content List | Shows a list of draft content on the Dashboard and Browse pages. |
Favourites | Allow users to add reports to their favourites list. |
| Export Report Settings | Allows users to define the export settings for a report through the save menu, rather than relying on the system default. |
Export Reports to CSV | Allow users to export report results to CSV. |
| Error Email Link | Does not show a link to send an email on the error page when something goes wrong. |
| Error Stacktrace | Shows a stack trace on the error page when something goes wrong. |
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. |
Dashboard |
|
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. |
Browse |
|
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. |
Approval Administration | Allow users to see outstanding report approvals. |
Draft Public Reports | Allow users to see draft versions of public reports created by other users. |
Report Builder |
|
Report Types | Allow users to create freehand SQL reports, and Jasper reports. |
Public Reports CRUD | Allow users to create and edit public reports. |
Versioned Reports | Allows users to archive report result sets, dependent on Content Category Version History settings. |
Sub Queries | Allow users to create sub query reports. |
Ad Hoc Reports | Allows users to create Ad Hoc reports. |
Access Filter | Allow users to set or change the access filter on reports. |
Related Content | Allow users to set up co-display, drill down and drill through functionality. |
CSV Reports | 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. |
SSRS Reports | Allows users to create SSRS Reports. |
| Allow Freehand SQL Calculated Fields | Allows users to create Freehand SQL Calculated Fields in reports. |
| JavaScript Charts | Allows users to switch on the JavaScript chart creation functionality in the report builder. (Learn more about this here.) |
Report Menu |
|
Broadcast Reports | Allow users to broadcast reports on a one off or scheduled basis. |
Distribute Reports | Allow users to distribute reports on dashboard tabs to other users. |
Email Reports | 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 SQL | Hide report SQL from users. |
Multicast Reports | 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 | Removes links to embed reports and dashboards using the Javascript API. |
Hide External Links | Removes external direct links to reports and dashboards. |
Storyboard |
|
| Distribute Storyboards | Allows users to distribute Storyboards to other users. |
| Email Storyboards | Allows users to send an adhoc email copy of a Storyboard. |
Storyboards CRUD | Allows users to view, create, edit or delete Storyboards. |
Storyboard Admin | Allows users to edit and delete any private or public Storyboard. |
Public Storyboards | Allows users to make a Storyboard public. |
Storyboard Global Filters | Allows users to set global filters on Storyboards. |
Collaboration |
|
| Hide Comments | Hides the comment functionality from Reports, Storyboards, and Dashboards. |
Annotations CRUD | Allow users to Create, Read, Update, or Delete. |
Timeline | Allows users to access their timeline. |
Connections | Allows users to connect to other users through their timeline. |
Discussion Topics CRUD | Allows users to browse and contribute to discussion topics. |
Collaboration Admin | 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. |
Configuration |
|
Configuration | 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. |
| Header/Footer Admin | Allows users to edit the header and footer on their system. |
Administration |
|
| Approval Admin | Allows users to manage outstanding content approvals without having to be specified as the approver. |
Import | Allow users to import content from XML files. |
Export | Allow users to export content to XML files for backup or transfer to another system. |
Folder Access | Allow users to configure report categories. |
System Information | Allow admin users to view system information. |
Licence Management | 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 CRUD | Allow users to set up and manage client organisations. |
Filter Period Management | Allow users to choose which Predefined Date Filters are available. |
Translate Content | Allows users to translate user entered data on dashboards, reports and views. |
Themes CRUD | 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 Connections, JDBC Drivers, and Advanced Functions. |
Data Sources & Views |
|
Data Sources CRUD | Allow users to create, edit, and delete data source connections. |
OLAP | 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. |
Source Filters | 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. |
Stored Procedures | 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. |
Composite Views | Allows users to create Composite Views. |
| Data Transformations | Allows you to access the Data Transformation module. |
| Skip Schema Check | Bypass schema check when using CheckSchemaForUser functionality. |
| Report as a Datasource | Allows reports to be written against the results of another report. |
User Administration |
|
User Management CRUD | Allow users to create, edit, and delete user accounts. |
Group Management CRUD | Allow users to create, edit, and delete user groups. |
Roles Management | 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. |
Named User | 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. |
Web Services |
|
Web Services | 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. |
| Augmented Data Discovery | |
| Assisted Discovery | Allows you to access the Smart Analysis button in the report builder. |
| Instant Insight | Allows you to access the Auto Analyze option on charts. |
| Instant Insight Settings | Allows you to access the insight setting button in the view builder. |
| Other | |
| Subscribe to Broadcast | Allows users to subscribe to report broadcasts. |