Page Comparison

Report Approvals

One of the process management features of Yellowfin is the option of setting up report approval processes. This means that if a user wishes to publish a report to a public directory and they are not authorised to do so the report can be routed to an approver for approval prior to going live.

To enable the approval you must set the policy on every report category that you want it applied to.

See Content Categories コンテンツカテゴリー for more information.

The approval process will determine if the user who wishes to save the report has the publish rights for that folder. If not, Yellowfin will determine an expert from the category and send that report for approval to the approver’s inbox. Once approved, the report will be available to all users that have appropriate security access.

See Report Approval レポートの承認 for more information.

Public Report Writers

Yellowfin allows you to designate users that are permitted to publish Public Reports. Public reports are reports which are shared by all users with access.

...

1. Functional access to the capability – i.e. their role must permit them to be able to publish Public reports.
2. They must be able to save reports as Public reports in the specified report folders that they have access to. This means that either the report category:
   1. allows all users with functional access to publish Public reports or
   2. only permits users specified as experts can publish Public reports to the category.
      Note: This option is used if you wish to restrict users from publishing Public reports in a specified category.

To restrict Public publish access either select a person or a group as the expert.

See Roles ロール for more information.