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Overview

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Report Annotation

With Yellowfin you can add specific comments to your reports in the form of annotations. There are three types of annotations to assist users of a report:

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1. Annotation Flag highlighting the date, or start of date range, on the time series x axis, with a descriptive roll over that is editable from the report page.
   Note: if the Annotation is set to Private the flag will be coloured red.
2. Highlighting on a time series chart when the annotation has been applied to a date range rather than a single date.
3. A descriptive roll over on the table displayed on the date, or start of the date range, that is editable from the report page.

Enabling Annotations

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Report Annotation

There are two things you must do in order to use annotations in Yellowfin;

1. You must get an administrator to enable annotation permissions for our role. There are *C*reate, *R*ead, *U*pdate, and *D*elete options available.
   1. The administrator should go to Administration > Role Management and edit your role
   2. They will need to ensure the Annotations role is enabled
      
2. The report you wish to view annotations on must be correctly enabled
   1. While the report is in draft mode, open the Display menu
   2. Ensure that Display on Charts and/or Display on Tables is set to Yes
      
   3. Activate the report

Creating Annotations

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Report Annotation

In order to create annotations you will need to complete the following:

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Note: Annotations will always be secured by Client Org (if implemented), so even if set to Public, only users and groups within the Org it was created in will have access. If your Annotation is Private the flag on a chart will be red, rather than grey.

Viewing Annotations

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Report Annotation

By default, a report will display an Annotation if the following criteria are met:

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The user can then specify which Annotations they wish to view by the tags that have been applied to them (or untagged as the case may be).

Global Annotations

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Report Annotation

When using the Client Organisations feature in Yellowfin, Administrators of the Primary Org will have the option enable Global Annotations. Enabling this feature means that all Annotations created at the Primary Org (Default Level) will be passed through and visible in all Client Orgs.

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Note: when Global Annotations are enabled, the Annotations at the Primary Org will be set to Public.

 

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Report Annotation

 

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