Email a Report to an External Party

Carly Duncan shared this question 10 months ago
Completed

How do I email a report to an email address/non-yf user? The documentation says something about being able to email reports to external parties. I assume external party means someone who is not a yellowfin user, correct?


Thanks!

Replies (5)

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Hello Carly,

Thanks for reaching out to Yellowfin Support

As a user of Yellowfin you may have permissions to send reports via email to other registered users or external parties. You will only be able to email a report once it is active. Draft reports cannot be emailed; therefore save your report prior to sending. Note: These emails are sent using the logged in user’s email address. (This requires the domain to be authenticated within the mail server).

This wiki link is provided for your reference.

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

If you have a multicast license, you can email reports to un-named users. Information on this can be found on this page: Understanding the license details page. Without the multicast license, you will only be able to broadcast/schedule reports to Yellowfin users. Please let me know if you require more info on this, or if there was anything else you were after.

Regards,

Yamini Naidu

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Thank you so much for the quick reply!

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Hello Carly,

Happy to help! I believe I have addressed your question, so I'll close this ticket now. Feel free to contact us anytime, we would be happy to assist.

Regards,

Yamini Naidu

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Yes, you are right! "External Party" generally refers to individuals who are not users of the Yellowfin system. To email a report to a non-Yellowfin user or to an external email address, you may need to follow certain steps described in the documentation. It's great that Yellowfin offers this feature because it allows you to share important insights and data with stakeholders outside of your organization. Also, if you are studying, we can use it together https://essaypro.com/assignment-writing-service. Following the instructions in the documentation should help you easily email reports to third parties, enabling effective communication and collaboration between different groups. If you have any difficulties or questions, don't hesitate to contact Yellowfin Support.

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