scheduled broadcasting of only new events from the report

Liana Gelovani shared this question 15 days ago
Completed

I am working on setting up a broadcast for a report that shows visit cancellations, and I would like to run the report on a 2-hour schedule, but I want to avoid sending the same event multiple times. Is there a way to configure the broadcast so that it does not send an email if the event has already been broadcast previously?

Thanks!

Replies (7)

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Hello Liana Gelovani,


My name is Siddartha Pathi from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:

Ticket Number: #{31570}
Case Title: {scheduled broadcasting of only new events from the report}

To achieve this, you can use the delivery rule feature in Yellowfin's broadcasting functionality. Delivery rules allow you to set conditions under which a report will be sent. You can configure a rule to ensure that the report is only sent if certain criteria are met, such as new data being available that hasn't been broadcast before.


Here is a general approach to setting up a delivery rule:

  1. In the broadcast window, select the Alert icon.
  2. Click on the Add Alert Delivery Rules link.
  3. You will have the choice of building a rule based on either:One or more rows must match: This option allows you to specify a condition that must be met for the broadcast to be sent. For example, you could set a condition to check for new cancellations that haven't been sent yet.Aggregate against entire result set: This option allows you to set a condition based on aggregated data, such as the total number of new cancellations.

By setting up a delivery rule, you can ensure that the broadcast is only sent when there are new events that meet your specified criteria, thus avoiding sending the same event multiple times.

For more detailed information on setting up delivery rules, you can refer to the Yellowfin broadcasting documentation: Broadcast Documentation.

Is this what you are looking for? Please let us know if anything else comes up that we can help you with.

Sincerely,

Siddartha Pathi

Yellowfin Technical Support Engineer


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Hello Liana Gelovani

I wanted to follow up with you regarding the solution I provided in my last email. Did the solution we sent you resolve the issue?

Please let us know if you need additional support on this issue.

Thank you,

Siddartha Pathi

Yellowfin Technical Support

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Hello Siddartha, thank you for your suggestion.

I am still not sure this is working for me. We have different number of cancellations every time. Maybe I am not understanding how this works.

Here is an example of what I am trying to achieve. Say 3 services were scheduled for clients with different employees and for different days:

Client employee date

Client A employee 1 11/24/24

Client B employee 2 12/02/24

Client C employee 3 11/24/24


Report runs at 10 am and there are 3 cancellations for 3 different employees - list above. Say, if I run this report 2 hours later and there is one additional cancellation for Client C with Employee 1 for 12/05/24, I do not want duplicate e-mails sent to the employee from previous 3 lines, I need only the new line to trigger an e-mail to employee 1.

Any help is appreciated.

Thank you



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Hello Liana Gelovani

Thank you for your response and for providing a detailed example of your requirements. Unfortunately, it is not feasible to establish such criteria when broadcasting the report in Yellowfin. As an alternative, you may consider creating individual broadcasts for each user.

Please let us know if anything else comes up that we can help you with.

Sincerely,

Siddartha Pathi

Yellowfin Technical Support Engineer

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Hello Liana Gelovani

Greetings of the day!

I just wanted to check in to see if you had a chance to review the response below. Please let us know when you can. Thanks!

Regards

Siddhartha

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Hello Liana Gelovani

Greetings of the day!

I just wanted to check in to see if you had a chance to review the response below. Please let us know when you can

If you are unavailable right now, you can always contact us again at a later time by opening a new ticket. I will close this ticket by the end of business tomorrow if I do not receive a reply.

Please reply to this email and I will continue to work to resolve this issue.

Thank you,

Siddartha Pathi

Yellowfin Technical Support

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Hello Liana Gelovani

Greetings of the day!

Just wanted to let you know I'll be closing this request due to inactivity. However, if you ever want to revisit this or have anything else I can help you with, please let me know.

Thank you,

Siddartha Pathi

Yellowfin Technical Support

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