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Overview

The Output step of the Report Builder has two different functions, based on the status of the report:

  1. Draft: when a report is in draft mode, the Output step provides formatting functionality to allow the report writer to change the display of the table, and define the multi-chart canvas if required.
  2. Active: when a report is active, the Output step of the builder provides report action functionality, along with the option for appropriate users, based on role permissions, to place the report back into draft mode and edit various components. Report actions include exporting, sharing, and broadcasting the report.

Draft Output Step

Icon

Menu Item

Description

 

Report

 

Data

 

Charts

 

Related Reports

 

Output

Export

Hide Table

Show Table

Report Formatting

Column Formatting

Conditional Formatting

Section Formatting

Filter Formatting

Annotation

KPI

Summary

Details

Close Builder

Report List Panel

Multi-Chart Canvas

Active Output Step

Icon

Menu Item

Description

 

Report

 

Data

Export

Share

Broadcast

Favourite

Bookmark

Annotation

Details

Close Builder

Report List Panel

Comments Panel

Report


This allows you to;

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

Edit


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

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.

Share

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.

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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