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1. Content Settings

   or be resized to fit their content. Option Description Allow Share This will allow Private Report Writers to assign other users access to their report. Watermark Select an image to use as a watermark on Private Reports. Report Marker Enter text to be used as a marker below
   Yellowfin Guide 9 • 23 Jun, 2022

2. Available Security Functions

   Menu Share Private Content Allows users to share private reports with other users. Note that if disabled, private reports cannot be shared … . If you do not see a role, then ensure that you have the proper license for it. Function Description General Report Access CRUD Allows
   Yellowfin Guide 9 • 14 Dec, 2021

3. Folder & List Layouts

   Last Modified Date Status (Active, Draft) Access (Public, Private) Report Name Description Last Modified Date Display Type (Chart … either in the Name or Description of a Report, Dashboard, or Storyboard Content Type This allows you to restrict results to a specified type
   Yellowfin Guide 7.1 • 27 Aug, 2014

4. Roles

   has access to favourites, a dashboard and Private report creation. A Yellowfin report writer cannot produce reports with drill through, broadcast or MI … and other configuration parameters. It also has all the report writing and reading access supplied by the other roles below plus advanced functions, including
   Yellowfin Guide 7.1 • 19 Jan, 2015

5. Understanding Connection Parameters

   permissions to access and use this connection for view creation and freehand SQL reports. Private: allow only specified users, with required role permissions, to access and use this connection for view creation and freehand SQL reports. If you set the data source to private you will then need to define specific
   Yellowfin Guide 9 • 14 Nov, 2023

6. Content Settings

   . Option Description Allow Share This will allow Private Report Writers to assign other users access to their report. Watermark Select an image to use as a watermark on Private Reports. (Optional) Report Marker Enter text to be used as a marker below the description for all Private Reports
   Yellowfin Guide 8 • 29 Jan, 2020

7. Release Notes for Yellowfin 8

   create public reports with the "Save as" function. Resolved an issue that would prevent reports from being deleted in a batch selection when Share Private Content … cause a report broadcast to fail when a timestamp field was used as a filter. Resolved an issue where private reports would not broadcast to validated users
   Yellowfin Guide 8 • 06 Feb, 2023

8. Release Notes for Yellowfin 7

   in a report sub-query. Resolved an issue where the Share Private Report role would disappear after an incremental upgrade. Filtering We addressed lots … feature which allows for CSV file uploads. Added a background task to clean up thumbnails of deleted reports. UI Improved the UI by wrapping the View field
   Yellowfin Guide 7.4 • 16 Dec, 2020

9. Glossary

   . A common prefix to use is $. Prefixes can be defined at the view, report, and chart level. Private This is a piece of content that has access restrictions … by the user that created the tab. 15630910 - private reports can only be accessed by the user that created the report. 15630910 - private comments can only
   Yellowfin Guide 9 • 05 Jul, 2021

10. Glossary

    This is a symbol or character displayed before a value in a field. A common prefix to use is $. Prefixes can be defined at the view, report, and chart level. Private … : 15630910 - private dashboard tabs can only be accessed by the user that created the tab. 15630910 - private reports can only be accessed by the user that created
    Yellowfin Guide 8 • 14 Dec, 2020