Overview
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Through Yellowfin you can distribute reports to other users inboxes. In this way you can share reports with people that need access to the same data as you have.
- To distribute a report click the Share button on the active report menu. This will open the Share window from which you can select to either Distribute, Email, or Embed the report.
- Click on the Distribute button.
- You can now select the required Recipients. Click on the + Add Recipients link.
- From here you are able to search through Yellowfin Users and Groups.
- Select the desired recipients. Once added, your recipients will be listed in the box
Note: reports will only be distributed to users that have the appropriate level of access for the report.
- Next you are given the option to provide a message to go with your distribution.
- You may also choose to provide the users with the Report URL, which provides them with a direct method of accessing the report.
- You may also choose to provide the users with the Report URL, which provides them with a direct method of accessing the report.
- Click the Ok button to confirm the distribution
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