Overview
Note: If broadcasting or sharing reports with tabbed co-display content, you must first export the report into an XLSX file, and then schedule the broadcast. You need not use the exported file, but simply create a copy.
Administrators must configure the sender’s email address for content scheduled for broadcasts. This is done via the Email settings on the Configuration page.
Broadcast a Report
Recipients
Note: this step is not available for personal broadcasts.
1. Click in the Recipients field.
2. From here, you can search through Yellowfin users, groups, and reports, or type in an external email address (external users require a multicast licence).
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. |
Email Address | You can insert an external email address so that the report can be sent to external users. Ensure that it is a valid email address. Note: this function depends on your licence options. |
Report | You can select a report that already contains email addresses for broadcasting. The email addresses don’t have to belong to Yellowfin users. To fully customize the list of recipients, you can perform further filtering by clicking on the Advanced button and adding a report there instead. Here, other columns in this report can be linked to the main report as filters, resulting in a uniquely filtered report sent to each email address. Note: the column that contains the email addresses in a report must be formatted as ‘Email’ to be displayed in the list. To do this: |
3. Click on the intended recipients from the drop-down.
Notes:
Broadcast reports are run for each of the multiple recipients separately, taking into account their access filters, languages or other factors. However, to conserve memory usage and system performance, you can configure it so that each recipient’s report is delivered as soon as it’s generated (instead of waiting for all the recipients’ reports to get done before sending them together). See the configuration to do this here.
- For multiple recipients that have access to the same data, you can set up a ‘carbon copy’ configuration. This allows a single email to be generated and sent to the first user, with the remaining recipients being sent a carbon copy. Note that all recipients will be visible to one another. See the configuration to do this here.
Filters
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.
Delivery Rule
Schedule
The frequency is highly flexible. For example, monthly reports can be based on a certain day of the month, like this:
...or a certain day of a certain week within the month, like this:
Broadcast a Dashboard
In the Admin console, check the box for Broadcast Dashboards for each user role that needs to broadcast dashboards.
Once this box is checked, the Broadcast button will appear in the top right corner of a published dashboard, where users can create broadcasts of dashboards using the same steps as they would for reports.