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1. Ensure your report is Active (not in Draft Mode)
2. Click the Broadcast button in the ma= in navigation menu
3. Click Create New and select the
4. The Broadcast window will open, providing you = with the following options:
Note: this = step is not available for personal broadcasts.
1. Click in the Recipients box.
2. From here you are able to search through Yellowfin Users, Group= s, and Reports, or type in an external email address (external users requir= e a multicast licence)
User |
A person that is a registered user of Yellowf= in. |
---|---|
Group |
A group of users that have been setup within = Yellowfin. This option allows you to send a report to multiple users at onc= e. |
Email Address |
You can insert an external email address so t= hat the report can be sent to external users. Note: this function depends on your licen= ce options. |
Report |
A report can be created to list email address=
es for broadcasting. The email addresses don=E2=80=99t have to belong to Ye=
llowfin users. Other columns in this report can be linked to the main repor=
t as filters, resulting in a uniquely filtered report sent to each email ad=
dress. Note: the column that contains the email addresses =
in this report must be formatted as =E2=80=98Email=E2=80=99 to be displayed=
in the list. To do this: |
3. Once selected, your recipients will appear in the box.
1. Enter text to appear as the subject line.
2. Enter text you wish to use for the body of the email.
3. Select the format you wish the report to be sent as, from the f= ollowing:
The options include:
If your report uses Source Filters, the Broadcast Report will also be fi= ltered 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 d= efined Yellowfin user, the recipient will inherit the Source Filter from th= e user who defined the Broadcast.
Note: = in order for a user to Broadcast a Source Filter report to recipients not d= efined in the source filter, they will require the following role permissio= n to be enabled.
1. Click the Submit button to complete the b= roadcast setup.
2. You will now see your broadcast listed.