Separate the CSV export role and report panel setting into CSV and TXT

Dennis Thornton shared this idea 9 months ago
Idea Logged

As it stands we have the option to assign what type of file format can be reported at Default level, we can also assign what we want to appear as an export option at configuration level for Roles, however by doing so this is not unique to specific Reports.

We would like the idea to have each individual report have a specific report file type export option that would suit the report needs.

Why?

For example, we have a report with 15 columns; there is no way that it will render correctly as PDF, and we only want to provide CSV/Excel as the export option. We have another report with four columns that displays beautifully in PDF/DOCX/CSV/EXCEL, so we want all options present.

Flexibility with setting this at Report level would be ideal.

Examples of what we could implement are as follows:

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Replies (5)

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Hi Dennis,

I hope all is well,

I have gone ahead and requested this with our Development Team. I will update you as and when I can.

Regards,

Mark

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Hi Dennis,

I hope all is well,

I have since discovered that this already exists within Yellowfin (not an area I have used, hence missing this one). Please see below steps on how to achieve:

  • Navigate to Admin Console > Roles.
  • Navigate to General > Enable 'Export Report Settings'
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  • This produces an extra Tab where one can set the Export File type visibility when publishing.
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Let me know if this helps.

Regards,

Mark

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Hi Mark,

The steps below worked for us. I do see that both CSV and TEXT options are tied together. Could we add a feature request to allow “text” to be controlled independently from CSV export?

Thank you

Dennis

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Hi Dennis,

I am pleased the steps worked. Going forward and with regard to the new request. I have raised this with our wider team here at Yellowfin. Please allow me some time to discuss further and we can move forward with this request.

I hope this is ok. If you have any other concern please do not hesitate to reach out to the team, we are always happy to help where we can.

Regards,

Mark

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Hi Dennis,

I hope all is well,

I have gone ahead and raised a separate Enhancement for;

'Separate the CSV export role and report panel setting into CSV and TXT'

You should have received an email for this ticket, if not reply in here and I will forward you the link.

Regards,

Mark

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