Options for retaining a report's history for auditing

Justin Alan Dobratz shared this question ago

Completed

Hello!

What options are available to me for retaining a history of a report's run?

As an example, say we need to keep track of how much we paid salesreps for commissions. Does Yellowfin have options for me to set up to automatically run and save a report on a schedule?

Simply broadcasting to an email won't be sufficient as that isn't reliable enough for archiving purposes

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Deepak Chaganti ●

Hello Justin,

My name is Deepak Chaganti 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: #32999
Case Title: Options for retaining a report's history for auditing

We have the option to save the report periodically, based on specific filters, to a designated directory via an FTP schedule.

Please refer to the below article for more information:
https://wiki.yellowfinbi.com/space/yfcurrent/2200545/FTP+Schedule

Kindly let me know if that helps.

Sincerely,

Deepak Chaganti

Yellowfin Technical Support Engineer

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Justin Alan Dobratz ●

Yes that will work for us, thank you!

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Deepak Chaganti ●

Hi Justin,

Thanks for confirmation.

I will now mark this as completed.

Thanks,

Deepak

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