Page History

This allows you to;

• Create a New report,
• Copy the current report,
• Delete the current report, or
• Edit the Name & Description

This allows you to place the report into draft mode and access each step of the report builder, as well as the chart builder.

Using Yellowfin you can export your reports in a number of formats. These include printing your report, exporting it into a PDF format or exporting the data into Excel / CSV (Comma Separated Values).

See Exporting Your Report for more information.

Yellowfin allows you to share reports with others on an ad hoc basis, through the use of internal Yellowfin Inbox Distribution, Ad Hoc Email Distribution, and Embedding into HTML, wiki, or blog pages.

See Sharing for more information.

A report can be setup to have more than one broadcast and subscription process. This allows you to have varying schedules for the same report - for example: you may wish to send a sales report out on a weekly as well as a monthly basis.

See Broadcasting for more information.

Users can store the current drill paths and filter values applied to a report as a Bookmark, or can save the current result set (with drill and filters applied) as a Snapshot.

See Bookmarks & Snapshots for more information.

Some reports do not run automatically and require you to refresh the data contained in them. If your report is not refreshed automatically the data you see when you open the report may be relatively old.

See Refreshing Report Data for more information.

The Report Details button, found on an active report's menu bar, allows you to view a useful collection of information on the report.

See Report Details for more information.