Agents
Category
Broadcast & Report Export
Product Version
9.0
Linking Co-display and sections
Answered
Hi
I'm creating a co-display report that I would like to broadcast.
There are about 4 different reports. With two different views.
And I’m using sections to section the reports by sales reps.
When exporting/broadcasting I would like the report to the codisplay report to look like this
Sales Rep A
- Report 1
- Report 2
- Report 3
- Report 4
Sales Rep B
- Report 1
- Report 2
- Report 3
- Report 4
But right now it's like this.
Report 1
- Rep A
- Rep B
Report 2
- Rep A
- Rep B
Report 3
- Rep A
- Rep B
Report 4
- Rep A
- Rep B
Am I able to do something like this? I know I can filter on each rep and broadcast it that way – but I would prefer one broadcast email to go out instead of one broadcast email for each rep
The same question
Hi Dylan,
Thank you for your question and apologies for the delay. To clarify, you are looking to use the Sales Rep as the Section, and then display the 4 reports underneath each specific user? Can you confirm which version of Yellowfin of Yellowfin you are using?
I will need to do some testing over the next day or so on this to see if this is possible, without filtering per Sales Rep.
Cheers,
Neal
Hi Dylan,
Thank you for your question and apologies for the delay. To clarify, you are looking to use the Sales Rep as the Section, and then display the 4 reports underneath each specific user? Can you confirm which version of Yellowfin of Yellowfin you are using?
I will need to do some testing over the next day or so on this to see if this is possible, without filtering per Sales Rep.
Cheers,
Neal
Hi Neal
Yes that's correct and I'm using version: 9.3.1
Hi Neal
Yes that's correct and I'm using version: 9.3.1
Hi Dylan,
Sorry, I have not had a chance to test this yet as we've had a few critical system down's to manage. I will take a run at this in the morning and let you know how I go.
Cheers,
Neal
Hi Dylan,
Sorry, I have not had a chance to test this yet as we've had a few critical system down's to manage. I will take a run at this in the morning and let you know how I go.
Cheers,
Neal
Great Thanks, Simon. I actually started creating a dashboard with sub-tabs but was hardcoding the filters. Your way of creating separate filer for each sub-tab will be easier as there are more than 2 reps. I just used 2 reps as an example.
Thanks for your input.
Regards
Dylan
Great Thanks, Simon. I actually started creating a dashboard with sub-tabs but was hardcoding the filters. Your way of creating separate filer for each sub-tab will be easier as there are more than 2 reps. I just used 2 reps as an example.
Thanks for your input.
Regards
Dylan
Thanks, Simon - you can mark as answered
Thanks, Simon - you can mark as answered
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