Page Comparison

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

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1. Click the Grant Access button and then select a user or group to whom you want to allow access.

2. Drag that username or group into the Shared With column.

3. Choose to place it in one of the areas: Read Only, Read and Write, or Deny.
   The choices shown here are based on the selected user's or group's rights to the underlying data.

4. To change the share settings, right-click the group or user name in the Shared With column.
   Set the rights to Read Only, Read and Write, Deny, or Inherit Folder Rights.

5. Click Share underlying source entities.

6. Click Share.

Sharing object via Email

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 If you share a PDF or CSV file, you can attach it or send a link to it.

4. Choose the object to Attach as Do not include additional attachments, Include a PDF version of this document , or Include the data from this document as a CSV file.
   The CSV option is available only if the Cross-Tabular option is enabled on your Dashboard/ Worksheet.

5. If you share a dashboard, you will also see the Include an Image version of this document option.

6. If you choose PDF, CSV, or Image, select Settings and specify further details.

   1. For PDF, you can specify the following:

      1. Export View options: By default Export visualization with Tabular view is selected. If exporting a crosstab or table, you can view the number of Selected Columns and their details by clicking the drop-down list. If there is not currently a crosstab view, the Cross-Tabular option is disabled.

      2. By default, the file is exported as a Zipped folder. Clear the checkbox if you want the unzipped file.

      3. If exporting a dashboard, you can specify to Include Dashboard Title and Include Card Information.

         NOTE:

         • You will see the PDF option only if WORKSHEET_EMAIL_SCHD_PDF_FORMAT property is enabled from the olapengine.properties in Kyvos Manager > Manage Kyvos > Properties.

         • You will see the PDF option only if WORKSHEET_EMAIL_SCHD_PDF_FORMAT property is enabled from the olapengine.properties in Kyvos Manager. Please contact Kyvos Support to set this up for you.

   2. For CSV, you can specify the following:

      1. Export View options: If you are exporting a crosstab, by default Tabular is selected and you can view the number of Selected Columns and their details by clicking the drop-down list. If you are exporting a crosstab, then the Cross-Tabular option is disabled.

      2. You can use the default formatting choices or change the line separator, field separator, and enclosed by characters.

      3. Specify whether to include the header.

      4. By default, the file is Zipped. To send the file as a CSV file, clear the checkbox. You can choose to keep the measure formatting by selecting the checkbox. To learn more, click thei icon or see the Exporting data from a crosstab section.
         Ensure that only CSV formatted worksheets can be scheduled for email. 

   3. For Image (only for dashboards),  you can specify the following:

      1. Select the corresponding checkboxes if you want to Include Dashboard Title.
         When exporting the dashboard as an image, you cannot select the Include Card Information option.
         

      2. Specify if the image is to be sent as a Zipped, Unzipped, or Inline image.

      3. Choose the Image Format from PNG and JPEG.

   4. Click Apply.

7. Click Preview to view the message before sending it.

8. To grant access before sending via email, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.

9. After everything is verified and completed, Once you are ready to send the message, click Send.

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1. Follow the instructions for sharing via Email.

2. On the Email Data dialog box, click Schedule Email to create a schedule for when it should be sent.

   1. Choose Run once or Recurring.

   2. For Run once:

      1. Set the date and time zone. 

      2. Click Apply.

   3. For Recurring:

      1. Set a start and end date.

      2. Set a frequency: daily, weekly, monthly.

      3. Select the number of days to build process on.

      4. Specify once per day or repeat. 

      5. For repeat, specify the details: set an interval of how many hours and minutes, and what time it starts and ends.

      6. Select the time zone.

      7. Click Apply.

3. Click Preview to view the message before sending it.

4. To grant access before sending via email, click Grant Access at the bottom of the dialog and follow the instructions shown earlier in this topic.

5. Once you are ready to send the message, click Send.

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