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- Click on the + Add Recipients link
- From here you are able to search through Yellowfin Users, Groups, and Reports, or type in an external email address (external users require a multicast licence)
User
A person that is a registered user of Yellowfin.
Group
A group of users that have been setup within Yellowfin. This option allows you to send a report to multiple users at once.
Email Address
You can insert an external email address so that the report can be sent to external users. Note: this function depends on your licence options.
Report
A report can be created to list email addresses for broadcasting. The email addresses don’t have to belong to Yellowfin users. Other columns in this report can be linked to the main report as filters, resulting in a uniquely filtered report sent to each email address.
Select the report you wish to use. Note: the column that contains the email addresses in this report must be formatted as ‘Email’ to be displayed in the list. To do this:
a. Select the column in the Columns format menu.
b. Open the Display menu for the column
c. Set the Format option to be Email - Once added, your recipients will be listed in the box (see below)
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If your report uses Source Filters, the Broadcast Report will also be filtered by the Source Filter, as well as whatever filters were defined above. If the report has been sent to an external email address, rather than a defined Yellowfin user, the recipient will inherit the Source Filter from the user who defined the Broadcast.
Note: in order for a user to Broadcast a Source Filter report to recipients not defined in the source filter, they will require the following role permission to be enabled.
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