Schedule sending reports by email

Yhair Delgado Cruz shared this question 2 years ago
Answered

hi


I ask for your support to know how can I send a report by email from time to time and to users not registered within the application.


Thank you in advance for your help

Comments (11)

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Hi Hair,


In order to broadcast to external users you will need multi-cast license, and the report's broadcast setting must be set to "Unsecure".


I am not sure what the details of your account are, but it should say in your license whether or not you have multi-cast.


Regards,

Nathan

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Thanks Nathan


What I need more specifically is to schedule an hour of sending a report, example: I have a sales report that I want to send daily at 8 am how can I schedule that shipment?

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Hi Hair,


This can be found in the broadcast settings under frequency:


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Is this what you are referring to?


Regards,

Nathan

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Thanks Nathan


This is where I put the mails to which I want the report to arrive since these users do not have access to the application

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Hi Hair,


The frequency tab a the bottom, controls the schedule on which this report is ran and broadcasted, does this meet your needs?


Regards,

Nathan

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Thanks Nathan


Yes but there where I put the mails to which I want the report to arrive since these users do not have access to the application?

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Hi Hair,


As I mentioned in the original response you will need multi-cast in order to do this. Does this user have this in their license?:


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Regards,

Nathan

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Thanks Nathan


Ok, the license that is contracted has 8 multicast but appears disabled, what does that refer to or where can I enable them?


bc23add02f396decfabc288b21aaeabf

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Hi Hair,


I would recommend talking to your account manager about this. Typically multi-cast requires a pretty high level license, as once you have this ability you can essentially bypass the normal Yellowfin user limitations.


Regards,

Nathan

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Hi Nathan


Thanks for your help, I already speak with my sales executive and we will proceed to change the type of license, in advance I appreciate your support as always.


regards

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Hi Yhair,


That sounds good, and no problem! I am going to close this but let me know if there is anything I can do to help.


Regards,

Nathan