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The following is a list of security functions available in Yellowfin and their associated definitions. They have been grouped into sub sections to assist you to identify how and when these functions are used.





Report Access CRUD

Allow users to log in to Yellowfin and view, edit, create, and delete reports

User Profile

Allow users to update their user profile

Draft Report List

Shows a list of draft reports on the user dashboard page


Allow users to add reports to their favourites list

Export Reports to CSV

Allow users to export report results to CSV

Export Reports to DOC

Allow users to export report results to DOC

Export Reports to PDF

Allow users to export report results to PDF

Export Reports to RTF

Allow users to export report results to RTF

Export Reports to XLS

Allow users to export report results to XLS

Bookmarks and Snapshots

Allows users to create and use bookmarks and snapshots



Dashboard CRUD

Allow users to access the dashboard page and create their personal dashboard

Hide Dashboard Maximise Report

Hide the maximise option on dashboard reports

Hide Dashboard Report Menu

Hide the drop-down menu on reports on the dashboard

Public Dashboards CRUD

Allows users to create and edit Public dashboards.

Report List


Hide Report List

Hide the report list page

Hide Advanced Report Search

Hide the advanced search on the report list page

Hide Columns Option (Report List)

Hide the columns option on the report list page. Users will not be able to change the columns displayed

Hide Report Details (Report List)

Hide the report details on the report list page

Approval Administration

Allow users to see outstanding report approvals

Draft Public Reports

Allow users to see draft versions of public reports created by other users

Report Builder


Report Types

Allow users to create freehand SQL reports, and Jasper reports

Public Reports CRUD

Allow users to create and edit public reports

Versioned Reports

Allows users to archive report result sets, dependent on Content Category Version History settings

Sub Queries

Allow users to create sub query reports

Ad Hoc Reports

Allows users to create Ad Hoc reports

Access Filter

Allow users to set or change the access filter on reports

Related Reports

Allow users to set up co-display, drill down and drill through functionality

Refresh Dashboard Reports

Allow users to set a refresh period on dashboard reports

CSV Reports

Allow users to write reports based on CSV files

Advanced CSV Functionality

Allow users to perform advanced operations on CSV reports such as selecting the data source

Custom Query Filters

Allow users to create user prompt drop down filters populated by custom SQL queries

Min/Max default filter values

Allows users to set default values for cached filters to the minimum and maximum cached value.

Disable Cached Filter Values

Disable users from caching report filter values

SSRS Reports

Allows users to create SSRS Reports

Report Menu


Broadcast Reports

Allow users to broadcast reports on a one off or scheduled basis

Distribute Reports

Allow users to distribute reports on dashboard tabs to other users

Email Reports

Allow users to send an adhoc email copy of a report

Hide Comments

Hide the comments menu item. Access to report comments will be removed.

Hide Open Report

Hide the open report menu item

Hide Report Details (Report Menu)

Hide the report details item on the report menu

Hide SQL

Hide report SQL from users.

Multicast Reports

Allow users to broadcast reports to external users

Multicast Access Filter Reports

Allows users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast will be used to send the report to external users.

Hide Report Refresh

Hide the report refresh menu item

Hide Embed Links

Removes links to embed reports and dashboards using the Javascript API

Hide External Links

Removes external direct links to reports and dashboards



Storyboards CRUD

Allows users to view, create, edit or delete Storyboards.

Storyboard Admin

Allows users to edit and delete any private or public Storyboard.

Public Storyboards

Allows users to make a Storyboard public.

Storyboard Global Filters

Allows users to set global filters on Storyboards.



Annotations CRUD

Allow users to Create, Read, Update, or Delete


Allows users to access their timeline.


Allows users to connect to other users through their timeline.

Discussion Topics

Allows users to browse and contribute to discussion topics.

Discussion Admin

Allows users full access to all discussion topics, including private topics.




Allow users to modify Yellowfin site parameters

Configure Logon ID

Allow users to specify how users are authenticated

Configure Page Format

Allow users to configure the page layout (integration settings, etc)

Configure Support Email

Allow users to set the support email address




Allow users to import content from XML files


Allow users to export content to XML files for backup or transfer to another system

Category Access

Allow users to configure report categories

System Information

Allow admin users to view system information

Licence Management

Allow users to view Yellowfin licence details and upload new licence files

Create and Edit Tags

Allow users to create and edit tags used in discussions

Client Organisation Management

Allow users to set up and manage client organisations.

Filter Period Management

Allow users to choose which Predefined Date Filters are available

Translate Content

Allows users to translate user entered data on dashboards, reports and views.

Themes CRUD

Allows users to manage Storyboard Themes.

Data Sources & Views


Data Sources CRUD

Allow users to create, edit, and delete data source connections


Allow users to connect to OLAP data sources

Data Source Admin CRUD

Allow users to create, edit, and delete all data sources regardless of security restrictions

Source Filters

Allow users to create data source filters

Database Views CRUD

Allow users to create, edit, and delete Yellowfin views

Show Draft Views

Allow users to see views being edited by other users

Stored Procedures

Allow users to create views against stored procedures

Force Clone Views

Removes the option to edit existing views directly - users are forced to clone views to edit them

Hide DBMS Messages

Replaces error messages from DBMS with generic messages

Create CSV Table

Allow users to create CSV tables within a view

Composite Views

Allows users to create Composite Views.

User Administration


User Management CRUD

Allow users to create, edit, and delete user accounts

Group Management CRUD

Allow users to create, edit, and delete user groups

Roles Management

Allow users to create and edit security roles

Hide profile password

Removes the password reset option in My Profile

Disable profile email change

Stops users from changing their email address in My Profile

Hide profile User ID

Removes the User ID option in My Profile

Named User

Allows a user to bypass concurrent logon limitations.

Restrict Visible Roles

Restricts the Roles that are visible to a user when adding new users and groups.

Web Services


Web Services

This function is required for a user account that will be used to log in to Yellowfin web services

Disable Mobile Access

Stops a user from accessing reports via a native mobile application.