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Drawing ReportAdding Report CommentsSharing Broadcast reports Report Filters

You can use this section to manage your reports and charts using the dashboard.

 

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title
Draw on reports


Follow these steps to learn how to draw on a report or chart like on a whiteboard and email it.

  1. Open a report or chart.
  2. Tap on the drawing icon to activate the whiteboard feature.

    Image Added

  3. Now you will be able to draw directly on the report.
  4. You can then email this report screenshot by tapping on the Email option in the top-right corner of the screen.

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  5. In this next screen, provide the recipient's email and other details and then tap on Send.

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Expand
titleSubscribe to reports

You can subscribe to your reports and charts by scheduling them to be sent out at a pre-defined time, as frequently as required.

 

  1. Open a report or chart.
  2. Tap on the subscription icon in the bottom-right corner.

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  3. When the side panel expands, tap on the title field and provide a title for this subscription.

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  4. You can also use the next field to provide a description.

  5. Tap on the option to add a condition, if you would like to include one.

    Tip

    Conditions provide a unique way to set up a schedule, in that the report will only be sent out if the condition(s) become true.

     

    • Create a condition by choosing a field from the report, an operand that applies to this field, and finally entering a value. Then tap on Save. For example, you could select the invoice field, choose the greater than operand and set the value as 5000. So now your condition will become true if the invoice value surpasses the amount of $5000.

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  6. Next, choose the format in which to send out the report by tapping on the HTML option and making a selection.

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  7. Schedule the frequency with which to repeat this subscription. (E.g: If you subscribe for a weekly report, then select a week day.)
  8. You can also set up advanced scheduling options. Use the Advanced option to view additional scheduling options:
    • Choose a time zone.
    • Select the time at which to send out the report.
    • Then tap on Save.

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  9. Once all the details have been added, tap on Save to schedule this subscription.

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  10. Note: You will notice that the subscription icon in the report options will have turned blue. Image Added

 

Tip

You can always return to a subscription to update or delete it.

 

 

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favouritereport
favouritereport

Expand
titleFavouriting a
report
Here's how you can mark a report as a favourite item to make it appear in the Favourite panel:
  1. Click on a report
in the grid
  1. to access it
. (Note: To learn more about the features of this screen, click here
  1. .
)
Tap
  1. And simply tap on the
plus Now tap on the star button here to favourite this report
Image Removed
  1. favourite icon in the bottom-
left corner; a range of other options will appear
Image Removed
  1. right corner.

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  1. Once favourited, this button will turn blue

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  1. and the report will be added to the Favourite

grid

  1. panel on the home

screen

  1. page. Image Added

    Tip

    Tapping on a blue star button will unfavourite

that

  1. the report.

 

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title
Add and view comments and replies

The most basic method to add a new comment to your report is explained below:

Click on
  1. Open a report
in the grid to access it
  1. or chart.
  2. Tap on the
plus
  1. comment icon in the bottom
-left corner; a range of other options will appear
Image Removed
  1. -right corner (or the top-left side).

    Image Added

  2. A side panel will appear with a list of all comments added.

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  3. To add a new comment, tap on the text bar at the bottom of this panel and press Send.

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  4. To reply to a comment, tap on that comment and use the bottom text bar to enter your reply. Once a reply has been added, a reply notification will appear next to the avatar of the main commenter.

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  5. Similarly, you can also perform the following functions on a comment:

    IconFeatureDescription
    Image AddedInsightfulTo mark a comment as insightful.
    Image AddedCheckTo check a comment.
    Image AddedDeleteTo delete a comment.
Now tap on the comment button to add a comment
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Enter your comment in the pop-up that appears and tap on Ok to save it
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title
Share your reports and charts

Carry out the steps below to share a report with other Yellowfin users:

 

  1. Click on a report
in the grid
  1. to access it.
  2. Tap on the
plus
  1. share icon in the bottom-left corner; a
range of other
  1. menu with report sharing options will appear.
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  1. Image Added

  2. Select any of these options to share or distribute your report. This chart explains the main purpose of each of them:

    OptionDescription
    Share analysisTo email this report to recipients.
    Email to meTo email a copy of this report to yourself. Your email address will already by provided when you tap on this option.
    Distribute reportTo send a copy of the report to other Yellowfin users.
    Read laterTo save this report in your inbox to be accessed at a later time.

  3. In our example below, we will follow how to email a report to other people.

    1. Choose the Share Analysis option. An email composing screen will appear.

      Image Added

    2. Enter the email address of the recipient(s).
    3. Provide a subject.
Now tap on the share button to add a share this report with other users
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The following screen will appear
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Tap on Distribute to choose a distribution method
  • If you selected Email, follow these additional steps:
    • Enter a subject for the email
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      2. Tap on the HTML option to choose how to attach the report
    to the email
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  • Next, click on the Add Recipients link to add users with whom you wish to share this report
    • Then select individual Yellowfin users or groups and tap on Ok
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  • Returning back to the share screen, you can even include a message to share with the recipients
    • Finally, tap on Ok
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      1. .
      2. You can also enter a message by tapping on the main canvas of this screen.
      3. Finally, press Send.


     

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    Expand
    title
    • Choose a time zone for the broadcast schedule
    • Select the time at which to broadcast the report
  • Tap on Save to schedule the broadcast
  • Note: You will notice that the broadcast icon in the report options will have turned blue. Image Removed
    •  
    Sorting report content

     

    You can

    schedule your reports to be broadcasted to selected users at a specific time, as frequently as required. The following procedure shows you how to do this:

     

  • Click on a report in the grid to access it
    • Tap on the plus icon in the bottom-left corner; a range of other options will appear
    Image Removed
    Now tap on the broadcast button
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    The following screen will appear
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    Tap on the first text field to change the subject of this broadcast
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  • Choose how to attach the report to the broadcast message by tapping on the HTML option and making a selection
    • Enter a message that will be broadcasted with the report
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    Schedule the frequency with which to repeat this broadcast. (E.g: If the broadcast is set to be sent weekly, then select a week day)
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    You can also set up advanced scheduling options. First, select the Advanced checkbox; a range of new fields will appear
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    sort your report or chart according to any data type, provided it can be sorted.

    Note

    Not all reports or charts will contain content that can be sorted, in which case this option will be disabled.

     

    1. Tap on the sort icon in the top-right corner.

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    2. Select a data column according to which you wish to sort your report, by scrolling through the list.

      Image Added

    3. Choose either the ascending or descending order to display the data in.

      OrderExplanation
      Image AddedDisplays data in ascending order.
      Image AddedDisplays data in descending order.
    4. Tap on Done.

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    Expand
    titleInformation on report

     

    You can view quick details on your report with this simple option.

     

    1. Tap on the information icon in the top-right corner.

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    2. Information on your report will appear.

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    Expand
    title
    		Viewing Report Comments
    Access quick dashboard panel

     

    You can pop open a side panel to your dashboards, directly on your report screen.

     

    1. Tap on the expand icon in the top-right corner.

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    2. A dashboard on the left side will appear.

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    Expand
    titleDrill through the report

     

    If your report or chart has any drill through information, you can easily view it.

    Note: This icon Image Added will indicate if your report has drill through information. Tapping on it reveals the following message:

    Image Added

     

    1. Simple tap on a drill through link in your report.

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    2. You can then view a further breakdown of the information.

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    3. If there are any reports related to this one, a Related Reports button will appear at the bottom.

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    4. Tap on it to view thumbnails of all related reports. You can then easily access these reports directly from here.


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    Follow the steps below to view and manage report comments:

  • Click on a report in the grid to access it
    • Access the report menu on the left side
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    Choose the Comments option
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    All the report comments will appear, provided there are any added
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  • You can perform the following additional tasks on these comments:

     

    IconFeatureDescription
    Image RemovedNew commentTap on this button on the top-left side of the comments panel to add a new comment to the report.
    Image RemovedReplyUse this button to add a reply to a comment.
    Image RemovedInsightfulMark a comment as insightful by tapping on this comment.
    Image RemovedCheckTap on this button to check a comment.
    Image RemovedDeleteUse this to delete a comment.
    Image RemovedView repliesUse this button to view all the replies and responses made on a comment.
    Image RemovedExit panelTap on this button on the top-right side of the comments panel to close it.

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    Expand
    titleUsing
    report filters

    Here is how you can access report filters, provided

    that

    they are added by the creator of the report through the Yellowfin

    's main system

    platform.

     

    1. Open a report.
    2. Tap on the
    report menu on
    1. filter icon in the top-left
    side
    1. corner of the screen
    Select Filters from the expanded menu
    1. . (Note: This option will only appear if there are any filters included in
    this
    1. the selected report.)
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    1. Image Added

    2. A panel with filters will appear on the side, as shown in the example below.

      Note

      These filters will differ according to

    what has been

    1. the data added to the filter field when the report was created in the

    main

    1. Yellowfin

    system

    1. platform.

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    1. Image Added

    2. You can start

    applying these filters to your report.

     

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    1. selecting filters now.

    2. Once added, tap on Go to apply them to your report.

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    Expand
    titleOperating the time slider

     

    Using the time slider feature, you can adjust the report content according to a specified time mark.

    Note

    This option only appears if the report creator has included a time slider field in the report.

     

     

    1. Open a report with the time slider feature.
    2. Tap on the time slider option. The slider will appear in a new panel.

      Image Added

    3. Drag either one or both of the adjustment buttons to set a time interval.

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    4. The report content will be filtered according to the selected time interval.


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    Expand
    titleApplying map layers

     

    If your map has data layers, you can use a layer to view its data, as located on the map.

     

    1. Access a GIS map on your device.
    2. Tap on the map layers icon on the top-left side.

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    3. When the side panel expands, choose a layer and then tap on Go.

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    4. You will be able to view the data records belonging to that layer on the map.

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    Related links:

    Connect to Yellowfin on your iOS Device

    Tour the iOS App

    Performing Basic iOS App Functionalities

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