Page Comparison

Overview

Access Filters are used to restrict data based on the user running a report. A manager may only be allowed to see employee details from his or her own department, for example. Access Filters match users within Yellowfin to an arbitrary Reference Id. The Reference Id for the user can then be used as a filter when they run reports.
The steps for setting up Access Filters are:

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1. From the Source entry page you will see the Available filter types on the right hand side of the page. Click Edit to add new filter types.
   
2. From the popup click the add link to add a new filter type. This will open a section at the bottom of the popup. Enter a code and description of the filter type you are creating.
   
3. Once you have created a new type click the add link and then the OK link to save all your changes. This will take you back to the main access filter page and you should see a filter type specified in the available list.
   

Note: If you wish to delete a filter type then from the edit popup select a type and click the delete link. You will be prompted to click OK to save your changes. If you delete a type which is in use this may impact your reporting filter process.

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When you create an Access Filter manually, you will be presented with a list of records to fill in. Initially the page displays three records, but you can add more records by clicking the “More” link underneath. When you save the filter, empty records will be discarded.

Note: If records exist you can view these by clicking the view record link located at the bottom of the entry section.

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If you select a filter, it will be applied to the results for each user when they run the report.

Note: that only users with the appropriate security access level will be able to change the Access Filter on a report.