Page History
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Icon | Menu Item | Description |
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| Report | |
| Data | |
| Charts | |
| Related Reports | |
| Output | |
| Export | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print.
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| Hide Table | This allows you to hide the tabular display in the report, showing only chart(s). |
| Show Table | This allows you to display a hidden table in the report output, showing chart(s) and table. |
| Report Formatting | This menu allows you to apply formatting changes that affect the report as a whole.
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| Column Formatting | This menu allows you to apply formatting changes that affect a single field, rather than the whole report.
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| Conditional Formatting | This menu allows you to apply alerts to a field based on defined conditions.
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| Section Formatting | This menu allows you to apply formatting changes that affect to the way sections are displayed.
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| Related Reports Formatting | This menu allows you to apply formatting changes that affect the way Co-Display Reports are displayed.
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| Filter Formatting | This menu allows you to apply formatting changes that affect the way filters are displayed.
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| Annotation | This menu allows you to create annotations.
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| KPI | This menu allows you to change the output to a KPI report display for use on a KPI Dashboard Tab.
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| Summary | This menu allows you to create a summary of the report's key metrics and category breakdowns.
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| Details | This menu allows you to view a useful collection of report, column, and sql information.
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| Close Builder | This button closes the builder and returns you to your previous location. |
| Report List Panel | This panel allows you to view a list of reports to open, rather than having to navigate to the Browse Page. |
| Multi-Chart Canvas | This panel is available when multiple charts have been created on the Charts step of the builder. It allows you to configure your Multi-Chart Canvas.
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Icon | Menu Item | Description |
|---|---|---|
| Report | |
| Data | |
| Export | You can export your reports in a number of formats, including; CSV, DOC, PDF, RTF, Text, XLS, and Print.
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| Share |
See Filter Formatting Sharing for more information.|
| Broadcast |
See Broadcast for more information.|
| Favourite |
| Bookmark
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| Annotation |
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See Comments for more information.|
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Report
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This allows you to;
- Create a New report,
- Copy the current report,
- Delete the current report, or
- Edit the Name & Description
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Edit
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This allows you to place the report into draft mode and access each step of the report builder, as well as the chart builder.
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Export
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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.
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Share
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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.
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Broadcast
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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.
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Bookmarks
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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.
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Refresh
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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.
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Report Details
The Report Details button, found on an active report's menu bar, allows you to view a useful collection of information on the report.
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