Broadcasting only to employees that populate within the report

Trey Grimes shared this question 21 days ago
Answered

I have a handful of reports that only need to be sent to employees that populate within the report. Is there a way for me to setup a broadcast or share report that will only be sent to them each time the report is run?

Comments (10)

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Hi Trey Grimes,


Thanks for reaching out to Yellowfin Support


After reviewing your problem, we found that Yes you may set up a broadcast or share report so that it is only delivered to them when the report is run.


Here are the two links you can use:

https://wiki.yellowfinbi.com/display/yfcurrent/Broadcast

https://wiki.yellowfinbi.com/display/yfcurrent/Schedule+Management


All reports are displayed in Schedule Management, and you can schedule reports according to the situation.


Note: You must create a users/employees, using Admin console>users>add


Let me know if this works


Regards,

Yamini Naidu

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Hi Trey Grimes,

Hope you are doing well.

I just want to touch base to see if you had chance to read through my response. If you can let me know that would be great. Thank you!

Regards

Yamini Naidu

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I can’t seem to login. The website says no account has been setup for this email address.

On Wed, Nov 16, 2022 at 5:36 PM Yellowfin Support <support@yellowfin.bi> wrote:

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Hello Trey,

Would you mind sharing a screen capture/recording of the activity you are performing? Understanding your specific issue and conducting troubleshooting will be very beneficial.

Regards,

Yamini Naidu

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I’m sorry but I can’t login with this email address for some reason.

On Thu, Nov 17, 2022 at 12:06 PM Yellowfin Support <support@yellowfin.bi> wrote:

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Hi Trey,

Would you mind sharing the email address you're trying to use to log in?

Regards,

Yamini

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5b7a431b2220fd8599c157f089433ff1

On Thu, Nov 17, 2022 at 1:24 PM Yellowfin Support <support@yellowfin.bi> wrote:

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Hi Trey,

Hope you are doing well

You can now check out the pdf I provided as I converted the file to PDF and let me know if it works for you.

Regards,

Yamini

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Sorry for the delayed response. It worked perfectly. Left the email addresses hidden and added the report to the recipients portion of the broadcast. Thanks for the assistance.

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Hi Trey,

Thanks for the confirmation.

I'll go ahead and mark this ticket as completed.

Happy to help


Regards,

Yamini Naidu