Page History
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Function | Description |
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General |
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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 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. |
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 Reports | 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 creating functionality on their chart canvas. (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 |
|
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 |
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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 |
Administration |
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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 | 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 Conncetions, 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. |
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 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. |
Other | |
Subscribe to Broadcast | Allows users to subscribe to report broadcasts. |
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