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Export

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.

Distribute & Schedule

Yellowfin allows you to schedule and publish reports externally to support your information collaboration needs by allowing you to deliver your business information to a mass audience via email or the file transfer protocol (FTP).

See Distribution & Scheduling for more information.

Subscription

You can subscribe to reports and choose how often and when you want to have a report sent to you. A subscription is similar to broadcast except that only a single user (You) will be the recipient of the report.

See Subscribe for more information.

Broadcast

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.

Bookmarks

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.

Refresh

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.

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.

See Report Details for more information.

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