Broadcasting only to employees that populate within the report

Hi Trey Grimes,

Thanks for reaching out to Yellowfin Support

After reviewing your problem, we found that Yes you may set up a broadcast or share report so that it is only delivered to them when the report is run.

Here are the two links you can use:

https://wiki.yellowfinbi.com/display/yfcurrent/Broadcast

https://wiki.yellowfinbi.com/display/yfcurrent/Schedule+Management

All reports are displayed in Schedule Management, and you can schedule reports according to the situation.

Note: You must create a users/employees, using Admin console>users>add

Let me know if this works

Regards,

Yamini Naidu

Hi Trey Grimes,

Hope you are doing well.

I just want to touch base to see if you had chance to read through my response. If you can let me know that would be great. Thank you!

Regards

Yamini Naidu

I can’t seem to login. The website says no account has been setup for this email address.

On Wed, Nov 16, 2022 at 5:36 PM Yellowfin Support <support@yellowfin.bi> wrote:

Hello Trey,

Would you mind sharing a screen capture/recording of the activity you are performing? Understanding your specific issue and conducting troubleshooting will be very beneficial.

Regards,

Yamini Naidu

I’m sorry but I can’t login with this email address for some reason.

On Thu, Nov 17, 2022 at 12:06 PM Yellowfin Support <support@yellowfin.bi> wrote:

Hi Trey,

Would you mind sharing the email address you're trying to use to log in?

Regards,

Yamini

On Thu, Nov 17, 2022 at 1:24 PM Yellowfin Support <support@yellowfin.bi> wrote:

Hi Trey,

Hope you are doing well

You can now check out the pdf I provided as I converted the file to PDF and let me know if it works for you.

Regards,

Yamini

Sorry for the delayed response. It worked perfectly. Left the email addresses hidden and added the report to the recipients portion of the broadcast. Thanks for the assistance.

Hi Trey,

Thanks for the confirmation.

I'll go ahead and mark this ticket as completed.

Happy to help

Regards,

Yamini Naidu