Enabling broadcasting

If you need to send report-related updates at regular intervals, you can schedule broadcasts for specific reports.

To set the broadcast schedule for a report, the administrator and report writer must perform the following procedures:

Task

Action

Who

Reference

1

Configure the SMTP settings. 

Administrator

Configuration in the Yellowfin documentation

2

Enable Broadcasting on the Data Source Connection.

Administrator

The procedure below

3

Enable the Broadcasting Role Permissions for User Roles that require it.

Administrator

4

Enable broadcasting on the report.

Report writer

As an administrator, you can manage the scheduled broadcast tasks.

To enable broadcasts on a data source connection

  1. Log in to Remedy Smart Reporting as an administrator.
  2. From the left side panel, select Administration > Admin Console.
  3. Open the Data Sources panel.
  4. Click the connection that is used for creating the report.
  5. On the Connection page, open the Usage Parameters panel.
  6. Enable the Broadcast and Subscribe options.
  7. Click Save.

 

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