Overview
The drag and drop report builder assists you to create both simple and sophisticated analytical reports. The steps available through the builder are determined by some of the options you choose along the way, including:
- The type of builder you use
- The data source you build on
- The fields you use in the report, and the layout defined by them
- The filters and/or sections you add to the report
- The addition of Related Reports, Drill Functionality, and Sub Queries
Included in the report builder are a number of possible steps:
Create
The first step in building any report is selecting the type of report you wish to run and the data source required. Your organisation may have many views and data sources so selecting the correct one is critical prior to building your report.
See Initialise Report for more information.
SQL
This allows you to define the SQL that the report will be based on, rather than using a Yellowfin view.
Note: This step will only be available if the Freehand SQL builder option was selected at the Initialise Report step.
See Freehand SQL Reports for more information.
Data
The report data section allows you to define the look and feel of your report, including the fields to be displayed, the filters to be used, and whether a chart or drill through should be displayed. Select the items from the view that you wish to include in your report and drag them into the appropriate section of the screen.
See Report Data for more information.
Charts
The Charts page
See Charts for more information.
Related Reports
One of the major features of Yellowfin is the ability to create drill through reports or display associated reports on the same page. This is done by linking reports together through related reports.
See Related Reports for more information.
Output
One of the major features of Yellowfin is the ability to create drill through reports or display associated reports on the same page. This is done by linking reports together through related reports.
See Output for more information.