Page History

Report

This link will take you to the Report Initialisation page where you can build reports.

Dashboard Tab

This link allows you to create a new Dashboard Tab, selecting from Standard, KPI, and Pre-Built.

Storyboard

This link allows you to create a new Storyboard.

Discussion

This link will take you to the Discussion area, if enabled, where you can create a new Discussion Thread.

View

This link will take you to the Initialise View page, where you can build a view using several different builder types.

General

This link will take you straight to the main Administration page, rather than providing a short cut to one of the main admin components.

Configuration

This link will take you to the Configuration page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.

Source Systems & Views

This link will take you to the Source Systems & Views page, allowing you to manage the way Yellowfin connects to your databases, and define the meta data layers that sit between them and your reports.

Export

This link will take you to the Export page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin.

Import

This link will take you to the Import page, allowing you to select and xml file that defines pieces of content you wish to add to the system.

My Profile

Define user options that relate to their user account and location.

Preferences

Define user preferences that relate to how the user interacts with Yellowfin

My Groups

Provides the user with a list of Yellowfin User Groups they belong to.