Category
Dashboards
Product Version
9.0
Templates for Reports and Dashboards
Idea Logged
Hi,
I would like to raise an idea to create templates based on Reports and Dashboards.
For example, if I have Dashboard with 6 reports and I want to change the column name of the reports based on different clients we have. Currently, I can make a copy of the Reports and Dashboards, where I would then need to replace the modified Report onto Dashboard. Instead, I would prefer just to make changes to a templated Report and where it should reflect on the Dashboard.
I like this idea 
Hi Simon,
Currently, I am exporting and importing the dashboard to make changes, which is slightly better than the way I used to do before.
However, the new feature that your developers trying to implement will be the best option. Thanks for the follow up.
Regards,
Shahul Hameed| BI Developer & QA Engineer | Summit Innovations Pty Ltd
61-63 Mills Road | Braeside VIC 3195 | P: 03 9798 2512 | F: 03 9798 5731 | M: 0417192447| E:shahul@summitaustralia.com.au | Sales or Service 1300 4 Summit (1300 478 664) |
Service and Support: support.summitqsr.com | www.summitaustralia.com.au
Disclaimer:
Please note that this correspondence is for the named person's use only and may contain information that is confidential and privileged. If you received this correspondence in error, please immediately delete it from your system and notify the sender. Please ensure that you do not disclose, copy or rely on any part of this correspondence if you are not the intended recipient. Summit Innovations Pty Ltd disclaims liability for the content of private emails.
From: Yellowfin Support <support@yellowfin.bi>
Sent: Wednesday, 7 July 2021 12:18 PM
To: Shahul Samad <shahul.samad@summitaustralia.com.au>
Subject: New Comment in "Templates for Reports and Dashboards"
Hi Simon,
Currently, I am exporting and importing the dashboard to make changes, which is slightly better than the way I used to do before.
However, the new feature that your developers trying to implement will be the best option. Thanks for the follow up.
Regards,
Shahul Hameed| BI Developer & QA Engineer | Summit Innovations Pty Ltd
61-63 Mills Road | Braeside VIC 3195 | P: 03 9798 2512 | F: 03 9798 5731 | M: 0417192447| E:shahul@summitaustralia.com.au | Sales or Service 1300 4 Summit (1300 478 664) |
Service and Support: support.summitqsr.com | www.summitaustralia.com.au
Disclaimer:
Please note that this correspondence is for the named person's use only and may contain information that is confidential and privileged. If you received this correspondence in error, please immediately delete it from your system and notify the sender. Please ensure that you do not disclose, copy or rely on any part of this correspondence if you are not the intended recipient. Summit Innovations Pty Ltd disclaims liability for the content of private emails.
From: Yellowfin Support <support@yellowfin.bi>
Sent: Wednesday, 7 July 2021 12:18 PM
To: Shahul Samad <shahul.samad@summitaustralia.com.au>
Subject: New Comment in "Templates for Reports and Dashboards"
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