Separate the CSV export role and report panel setting into CSV and TXT
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:
I like this idea 
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
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
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:
Let me know if this helps.
Regards,
Mark
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:
Let me know if this helps.
Regards,
Mark
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
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
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
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
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
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
Hi Dennis,
I hope all is well,
I come with news that we have since implemented said Enhancement within our latest release of 9.14 20241206;
'Split the CSV export role function and settings into separate settings in order to independently control CSV and TXT exports.'
More information about this release can be found here: https://community.yellowfinbi.com/announcement/yellowfin-9-14-has-been-published
In addition, we would be grateful if you could take a moment to provide your feedback by completing our Closed Request Survey. You should have received this on the closure of this ticket. It will take less than 15 seconds to complete and is vital in helping us to continually monitor and improve our levels of service to you.
Regards,
Mark
Hi Dennis,
I hope all is well,
I come with news that we have since implemented said Enhancement within our latest release of 9.14 20241206;
'Split the CSV export role function and settings into separate settings in order to independently control CSV and TXT exports.'
More information about this release can be found here: https://community.yellowfinbi.com/announcement/yellowfin-9-14-has-been-published
In addition, we would be grateful if you could take a moment to provide your feedback by completing our Closed Request Survey. You should have received this on the closure of this ticket. It will take less than 15 seconds to complete and is vital in helping us to continually monitor and improve our levels of service to you.
Regards,
Mark
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