New Topic

Community Topic Question Broadcast & Report Export

Nathan Schroeder

NA Business Team

Assigned

Category Broadcast & Report Export

Product Version 7.2

Schedule sending reports by email

Yhair Delgado Cruz shared this question ago

Answered

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

The same question

Replies (3)

Nathan Schroeder ●

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

Reply URL

Yhair Delgado Cruz ●

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?

URL

Nathan Schroeder ●

Hi Hair,

This can be found in the broadcast settings under frequency:

ca275fd104bbf22587130289a1d336cc

Is this what you are referring to?

Regards,

Nathan

URL

Yhair Delgado Cruz ●

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

URL

Nathan Schroeder ●

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

URL

Yhair Delgado Cruz ●

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?

URL

Nathan Schroeder ●

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?:

8f4b245e0628822ef99c40a97a9ee58e

Regards,

Nathan

URL

Yhair Delgado Cruz ●

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

URL

Nathan Schroeder ●

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

URL

Yhair Delgado Cruz ●

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

Reply URL

Nathan Schroeder ●

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

Reply URL