Overview
Rather than creating an email broadcast, you are able to schedule a task to be assigned to a user or group, attaching the report content to the task instead of an email.1. Click in the Assignee box.
2. From here you are able to search through Yellowfin Users and Groups
User | A person that is a registered user of Yellowfin. |
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Group | A group of users that have been setup within Yellowfin. This option allows you to send a report to multiple users at once. |
3. Once selected, your assignees will appear in the box.
4. You can then add users to the subscribers box, which will ensure that they are notified when the task is created, without assigning it to them.
Filters
If your report contains filters you will have the option to select which of these are applied to the Broadcast Report.
Source Filters
If your report uses Source Filters, the Broadcast Report will also be filtered by the Source Filter, as well as whatever filters were defined above. If the report has been sent to an external email address, rather than a defined Yellowfin user, the recipient will inherit the Source Filter from the user who defined the Broadcast.
Note: in order for a user to Broadcast a Source Filter report to recipients not defined in the source filter, they will require the following role permission to be enabled.