Category
Administration
Product Version
9.0
Managing Broadcast distribution list
Completed
The Schedule Management page allows modifying Broadcast schedule but not the distribution list. To update the recipients we go back to the report itself to add/remove email addresses. It would be much preferable to update all details related to the broadcast from the Schedule Management page. I am looking at a migration from another BI system where that client has nearly 200 reports scheduled, having more than 3500 extrapolated recipient x delivery instances each month.
The same question
Hello Dennis Tuttle,
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: #{33102}
Case Title: {Managing Broadcast distribution list}
Currently, the Schedule Management page in Yellowfin allows you to view and delete scheduled tasks but does not support modifying the distribution list directly. To update recipients, you need to go back to the report itself. We previously had this idea with another client, and I kindly ask you to review the link provided below.
https://community.yellowfinbi.com/topic/broadcasts-option-to-edit-add-delete-the-recipients
If you need this option, please inform me, and I will discuss it with my product team as a potential enhancement. Should you have any additional questions or require assistance, do not hesitate to contact us. We are here to support you.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
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: #{33102}
Case Title: {Managing Broadcast distribution list}
Currently, the Schedule Management page in Yellowfin allows you to view and delete scheduled tasks but does not support modifying the distribution list directly. To update recipients, you need to go back to the report itself. We previously had this idea with another client, and I kindly ask you to review the link provided below.
https://community.yellowfinbi.com/topic/broadcasts-option-to-edit-add-delete-the-recipients
If you need this option, please inform me, and I will discuss it with my product team as a potential enhancement. Should you have any additional questions or require assistance, do not hesitate to contact us. We are here to support you.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Need is a subjective term. We want this and it would be a welcome addition. But it is not a hard requirement.
But if you have a list of companies requesting this feature, please do add us.
As we have not yet delved into the Repository data, that would be my next thought. Could we possibly update the distribution lists with SQL code.
Thanks, you can close this ticket if there is nothing further to add.
Need is a subjective term. We want this and it would be a welcome addition. But it is not a hard requirement.
But if you have a list of companies requesting this feature, please do add us.
As we have not yet delved into the Repository data, that would be my next thought. Could we possibly update the distribution lists with SQL code.
Thanks, you can close this ticket if there is nothing further to add.
Hello Dennis Tuttle,
Greetings of the day
Thank you for your response. I wanted to inform you that we have submitted a Jira task to the Product Team for further review and clarification. As soon as we receive a response from them, I will update you on this case. If you have any questions or concerns, please feel free to reach out; we are more than happy to assist you.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
Greetings of the day
Thank you for your response. I wanted to inform you that we have submitted a Jira task to the Product Team for further review and clarification. As soon as we receive a response from them, I will update you on this case. If you have any questions or concerns, please feel free to reach out; we are more than happy to assist you.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
Greetings of the day
Thank you for your patience. Could you please clarify whether the broadcasts for the 200 reports have already been set up, and you now only need to update or modify the recipients? Or are you looking to add multiple recipients to each broadcast?
In Yellowfin, user groups are collections of users that have been set up within the system. These groups allow you to send reports to multiple users at once, making it easier to manage and distribute content. For more detailed information, you can visit the Yellowfin documentation here.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
Greetings of the day
Thank you for your patience. Could you please clarify whether the broadcasts for the 200 reports have already been set up, and you now only need to update or modify the recipients? Or are you looking to add multiple recipients to each broadcast?
In Yellowfin, user groups are collections of users that have been set up within the system. These groups allow you to send reports to multiple users at once, making it easier to manage and distribute content. For more detailed information, you can visit the Yellowfin documentation here.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
As I mentioned, we are looking at migrating a client from another BI system to Yellowfin. I am doing a gap analysis so we can determine what changes would be needed to accommodate their needs and current capabilities using Yellowfin. Managing scheduled reports is a big part of their business and this aspect of Yellowfin appears to present challenges. Having 200+ schedules spread out across the landscape rather than only in a central location is a new concept for them (and us) plus working in two different places (with the report and the Schedule Manager) for updates to each schedule raises concerns.
As I mentioned, we are looking at migrating a client from another BI system to Yellowfin. I am doing a gap analysis so we can determine what changes would be needed to accommodate their needs and current capabilities using Yellowfin. Managing scheduled reports is a big part of their business and this aspect of Yellowfin appears to present challenges. Having 200+ schedules spread out across the landscape rather than only in a central location is a new concept for them (and us) plus working in two different places (with the report and the Schedule Manager) for updates to each schedule raises concerns.
Hello Dennis Tuttle,
I hope you are doing well.
Thank you for your response. I will verify this with my product team and notify you as soon as I receive a response from them.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
I hope you are doing well.
Thank you for your response. I will verify this with my product team and notify you as soon as I receive a response from them.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
I hope you are doing well.
Thank you for your patience. We have received an update from our Product Team that the best approach is to efficiently manage report distribution using user groups, as they are a vital element of Yellowfin security and broadcast processes.
1) Organize users into relevant groups, such as "Weekly_report_recipients" or "Marketing_report_recipients." and Use the Admin Console to add or remove users from these groups as needed, allowing easy updates to who receives specific reports.
2) Choose the report or dashboard you want to broadcast and Click on the Broadcast option and create a new broadcast. Instead of adding individual users, select the user group as the recipient, ensuring all members of the group receive the broadcast.
3) Modify group memberships by adding or removing users, automatically updating the broadcast recipients and we can easily update the recipient list by modifying group memberships without changing the broadcast settings. For more detailed information, you can visit the Yellowfin documentation
https://wiki.yellowfinbi.com/space/yfcurrent/2202616/User+Groups
Please let me know if this is not helps that your requirement and If you have any questions or concerns, please feel free to reach out; we are more than happy to assist you.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
I hope you are doing well.
Thank you for your patience. We have received an update from our Product Team that the best approach is to efficiently manage report distribution using user groups, as they are a vital element of Yellowfin security and broadcast processes.
1) Organize users into relevant groups, such as "Weekly_report_recipients" or "Marketing_report_recipients." and Use the Admin Console to add or remove users from these groups as needed, allowing easy updates to who receives specific reports.
2) Choose the report or dashboard you want to broadcast and Click on the Broadcast option and create a new broadcast. Instead of adding individual users, select the user group as the recipient, ensuring all members of the group receive the broadcast.
3) Modify group memberships by adding or removing users, automatically updating the broadcast recipients and we can easily update the recipient list by modifying group memberships without changing the broadcast settings. For more detailed information, you can visit the Yellowfin documentation
https://wiki.yellowfinbi.com/space/yfcurrent/2202616/User+Groups
Please let me know if this is not helps that your requirement and If you have any questions or concerns, please feel free to reach out; we are more than happy to assist you.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
I hope you are doing well.
I wanted to check in to see if you had reviewed the response below. Please let us know when you can.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
Hello Dennis Tuttle,
I hope you are doing well.
I wanted to check in to see if you had reviewed the response below. Please let us know when you can.
Sincerely,
Siddartha Pathi
Yellowfin Technical Support Engineer
We manage the schedules with group in the other system and I know we can do that with Yellowfin too. There are several reasons why this approach is less effective and I would be happy to explain how this and other Yellowfin improvements would make using and managing the system much more effective. As the feedback from development is how to live within the existing limits, I will accept that this is how Yellowfin works and move on. You are welcome to close the ticket. Thanks.
We manage the schedules with group in the other system and I know we can do that with Yellowfin too. There are several reasons why this approach is less effective and I would be happy to explain how this and other Yellowfin improvements would make using and managing the system much more effective. As the feedback from development is how to live within the existing limits, I will accept that this is how Yellowfin works and move on. You are welcome to close the ticket. Thanks.
Hello Dennis Tuttle,
I hope you are doing well.
Thank you for confirming and giving us the opportunity to assist you with this case. If you have any other issues, please contact us again by opening up a new ticket, and we will provide additional support.
Thank you,
Siddartha Pathi
Yellowfin Technical Support
Hello Dennis Tuttle,
I hope you are doing well.
Thank you for confirming and giving us the opportunity to assist you with this case. If you have any other issues, please contact us again by opening up a new ticket, and we will provide additional support.
Thank you,
Siddartha Pathi
Yellowfin Technical Support
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