Embedding text across multiple reports

Anna Banana shared this question 14 months ago
Completed

Hello,

We want to use the report feature to create many personalised monthly reports. In each of these reports, we want to include a piece of text that is the same across all reports, however changes from month to month. We want to write that piece of text and embed across all reports so that we can update only this text once per month, but it is updated across all reports. Is this possible in the reports function and if so, how can we do this? We are also exploring the use of the stories feature, the same question applies there too.

Thanks!

Replies (3)

photo
1

Hi Anna,


Thanks for reaching out. We have a function called text widgets that may be able to achieve this, does this look viable?


https://wiki.yellowfinbi.com/display/yfcurrent/Text+Widget+Parameters


Thanks


Eric

photo
1

Hi Anna,

Just wanted to check in to see if you had a chance to review my reply at this time.

Thanks,

Eric

photo
1

Hi Anna,

I'm going to go ahead and mark this ticket as Completed due to inactivity at this time. Feel welcome to reach out in the future.

Thanks,

Eric

Leave a Comment
 
Attach a file