Linking Co-display and sections

Dylan Cooke-Tonnesen shared this question 3 years ago
Answered

Hi


I'm creating a co-display report that I would like to broadcast.


There are about 4 different reports. With two different views.


And I’m using sections to section the reports by sales reps.


When exporting/broadcasting I would like the report to the codisplay report to look like this


Sales Rep A

  • Report 1
  • Report 2
  • Report 3
  • Report 4

Sales Rep B

  • Report 1
  • Report 2
  • Report 3
  • Report 4

But right now it's like this.


Report 1

  • Rep A
  • Rep B

Report 2

  • Rep A
  • Rep B

Report 3

  • Rep A
  • Rep B

Report 4

  • Rep A
  • Rep B


Am I able to do something like this? I know I can filter on each rep and broadcast it that way – but I would prefer one broadcast email to go out instead of one broadcast email for each rep

Replies (5)

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Hi Dylan,

Thank you for your question and apologies for the delay. To clarify, you are looking to use the Sales Rep as the Section, and then display the 4 reports underneath each specific user? Can you confirm which version of Yellowfin of Yellowfin you are using?

I will need to do some testing over the next day or so on this to see if this is possible, without filtering per Sales Rep.

Cheers,

Neal

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Hi Neal

Yes that's correct and I'm using version: 9.3.1

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Hi Dylan,

Sorry, I have not had a chance to test this yet as we've had a few critical system down's to manage. I will take a run at this in the morning and let you know how I go.

Cheers,

Neal

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Great Thanks, Simon. I actually started creating a dashboard with sub-tabs but was hardcoding the filters. Your way of creating separate filer for each sub-tab will be easier as there are more than 2 reps. I just used 2 reps as an example.

Thanks for your input.

Regards

Dylan

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Thanks, Simon - you can mark as answered

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