Overview

At the core of your dashboards are your reports that provide the analytical view of your data. Pre-existing reports can easily be added to the dashboard, accessible via the Reports panel, which appears by clicking on the Reports button on the left side.

Report branching

You can include multiple copies of a report, such as its individual charts, table, or even the report canvas, to the dashboard. This holds true for live reports, snapshots, and bookmarks. Adding multiple copies of the same report provides further flexibility to the design.

During report branching, the system runs the SQL only once. This limits resource consumption and increases performance.

Note: Report branching is possible if your selected report contains multiple types of content.

Multiple report versions

You can also add multiple versions of the same report onto your dashboard; this means snapshots, bookmarks, and the live report itself. For any of these versions, you can choose the content type you display them in. This is ideal if you wish to add various bookmarks of the same report, or want to add different charts, or even the same chart multiple times, and provide different filters on each.

How to add reports to a dashboard

This tutorial is suitable for pre-existing reports, and also works if your report contains snapshots or bookmarks.

Click on the Reports button on the left side, to bring up the Reports panel.
To search for a report, enter the report name into the second Search bar.
Alternatively, use the first search dropdown to look up reports that were recently accessed, are newly created, or are in your favorite content list.

You may also click on Advanced to use additional search filters to find your report. See below for details on these search filters.

Option	Description
Shared	Select whether to look up public, or private, or any shared reports. To be able to view the private reports, you must have been given access to them.
Hidden	Enable this to search for hidden reports. Reports are sometimes hidden if they’re intended to be accessed via Drill Through.
Select Data Source	Search for reports belonging to a specific data source.
Select View	Search for reports belonging to a specific view.
Select Folder	Search for reports saved in a specific content folder.
Select Sub Folder	Search for reports saved in a specific content sub folder.
Text box for tags	Provide tags to look for reports that were tagged with specific keywords.

Drag a report on the dashboard’s content area to add it. If it contains multiple content types, multiple charts, or even bookmarks or snapshots, then the following Choose Report Type popup will appear. (But if it doesn’t contain multiple content types, then the selected report will simply be added to the tab).
You can use this popup to change the default report display type. This popup divides the report content into 3 tabs: one for all individual charts, tables, and canvas of the report, another for similar content of its snapshot, and a third for bookmarks.
Switch to a tab by clicking on its name. For example, to add a snapshot, click on the Snapshots tab. Then choose name of snapshot from the list on the left.
Next, select the content type you want to display this snapshot as by clicking on it.
Note: You can also change this selection after adding it. See the Report Type configuration in the properties panel.
After adding the report item, you can further customize it. To do so, bring up to report properties panel on the right side by clicking on the report widget, and use the configurations to customize it. Refer below to learn about the type of customization done on a report widget.
You can also add an action event that will be triggered when this report is clicked. See the Actions section in the report's property table below for more information.
You can further manage this widget by right-clicking on it, and using the menu that appears. Learn more about the menu options here.

Report properties

Click on a report to bring up its properties in the Properties panel. You will be able to edit these on a canvas layout.

Note: these property options will differ based on the selected dashboard template; the dashboard layouts will have limited properties options, whereas the canvas will have all.

Property name	Supported Template	Description
Name	Canvas & static layouts	Allows you to edit the default report name. Tip: This name will appear in Code Mode in the canvas, making it easy to code this widget.
Hide Report Name	Canvas & static layouts	By default, the report name will be hidden on the canvas. Toggle this to show/hide the report name. When shown, the report name appears directly above the report and cannot be formatted.
Report type	Canvas & static layouts	Allows you to change the report’s content type. Example, if your report has multiple charts, you can choose which one to display on the dashboard. Similarly, a live report can be changed to a saved snapshot or bookmark.
Refresh	Canvas & static layouts	Enable this toggle to allow your report to be refreshed periodically once the dashboard is published.
Refresh time	Canvas & static layouts	If opting to refresh reports, define frequency of time (in seconds) that the report should be refreshed.
Link interactions	Canvas & static layouts	This button allows you to enable and link interactions to your report, such as drilling, or brushing. To do this, your report must be set up beforehand to allow for these interactions. For example, to perform drilling, the report must have data hierarchy that takes it from one level to another level.
Report Menu
Show Report Menu	Canvas & static layouts	This controls the visibility of the report object menu at the individual report level. Options include: Inherit: (Default selection) The object menu will inherit this setting from a higher level. Note that this menu visibility is also controlled at the admin level, and canvas level. For dashboard canvas, the canvas level setting will be inherited, and for static dashboard layouts, the admin level setting will be inherited. Refer to this section for more information. Never: The report menu will never appear in a published dashboard, however will still appear when hovered on in edit mode. Always: The report menu will always appear. For static layout dashboards, this will make the menu appear constantly in both edit and published modes; however for canvas dashboards, it will continue to hover in edit mode, and always appear in published mode. Hover: The report menu will only appear when hovered on. Use this to make the menu appear only as long as users hover over it. Note that the individual report level setting will override menu visibility setting at the canvas and admin levels. You can further control each of the report widget menu options by choosing to display or hide them using the following configurations.
Export and Print	Canvas & static layouts	Enable this toggle to show the option for print and export in the report widget menu.
Open Report	Canvas & static layouts	Enable this toggle to show the option to open a report in the widget menu.
Toggle Display Type	Canvas & static layouts	Enable this toggle to show the option to switch the display between chart or table in the report widget menu. Note that the toggle option will only appear for reports that contain a single chart and table.
Drill Controls	Canvas & static layouts	Enable this toggle to show the drill up or drill reset options that appear in the report widget menu when a drill function is applied on the report.
Information Tooltip	Canvas & static layouts	Select from None, Simple and Advanced. If None is selected, no report information popup is available. If Advanced is selected, a popup window will be displayed when clicking in the Info icon that shows extensive information about the report. If Simple is selected, a simple popup will be displayed when the user hovers on the Info icon.
Report Name	Canvas & static layouts	This is only displayed if the Information Tooltip setting is set to Simple. Toggle this on or off to show or hide the Report name.
Report Description	Canvas & static layouts	This is only displayed if the Information Tooltip setting is set to Simple. Toggle this on or off to show or hide the Report description.
Interactions
Allow interactions	Canvas & static layouts	Enable this toggle to allow interactions to be performed on the chart. This toggle allows you to display additional toggles, so you can choose the exact interaction functionality to be enabled on a chart.
Brushing	Canvas & static layouts	Allows users to perform brushing on a chart if enabled. The chart must have brushing capabilities set up prior.
Drill down	Canvas & static layouts	Allows users to perform drill down on a chart if enabled. The chart must have drill down capabilities set up prior.
Drill path	Canvas & static layouts	Allows users to use the drill path on a report if enabled.
Size & location
X	Canvas	Specify the x coordinates of the top left corner of the report, in order to position it exactly on your dashboard canvas.
Y	Canvas	Specify the y coordinates of the top left corner of the report, in order to position it exactly on your dashboard canvas.
Width	Canvas	Specify the width of the currently selected report, in pixels, in order to resize it exactly.
Height	Canvas & static layouts	Specify the height of the currently selected report, in pixels, in order to resize it exactly.
Corners	Canvas	This option allows you to define the roundness of your report border corners. Tip: For maximum circular edges, enter half the value of the widget height. For example, if the height is 400 pixels, then set the edge value to 200 pixels. Moreover, any value greater than 200 for the edge, will not have any further effect in this example.
Aspect ratio	Canvas	Enable this toggle to maintain the aspect ratio. This means when increasing or decreasing the report’s size, it maintains its shape (i.e. the relationship between its width and height). If this is disabled, the report can be stretched out of shape either vertically or horizontally.
Lock widget	Canvas	Enable this toggle to lock the report in its location. This stops you from moving or resizing it. This holds true even when selecting multiple widgets on the canvas. Note that the report widget can still be customized.
Background formatting
Background color	Canvas	Allows you to specify a background color for the report.
Opacity	Canvas	Allows you to specify the transparency of the report’s background color.
Customise padding	Canvas	This option allows you to define a custom padding or buffer around the report, in pixels, when enabled. This includes padding for each side to the report. If disabled, you can still define an overall padding size.
Padding top	Canvas	When custom padding is enabled, this allows you to define padding to be added to the top of the report.
Padding bottom	Canvas	When custom padding is enabled, this allows you to define padding to be added to the bottom of the report.
Padding right	Canvas	When custom padding is enabled, this allows you to define padding to be added to the right of the report.
Padding left	Canvas	When custom padding is enabled, this allows you to define padding to be added to the left of the report.
Padding	Canvas	This allows you to define an overall padding size for the report. This size, defined in pixels will be constant for each report side. To add different sized padding on any of the sides, enable the Customise Padding option.
Border width	Canvas	This allows you to specify the thickness of the report border. Note: to make the border visible, you must define values for all three border properties.
Border style	Canvas	This allows you to select a style for the report border. Options include: dashed, solid, dotted, groove, and more.
Border color	Canvas	This allows you to specify the color of the report border.
Horizontal shadow	Canvas	This option allows you to drop a horizontal shadow on the report, by defining its size in pixels.
Vertical shadow	Canvas	This option allows you to drop a vertical shadow on the report, by defining its size in pixels.
Shadow blur	Canvas	This option allows you to define the sharpness of the report shadow. The smaller the value, the sharper and more defined the shadow will be. For a blurry or softer shadow, provide a bigger value.
Shadow color	Canvas	This option allows you to set a color for the report shadow.
Actions
Click Event	Canvas	Select an event that will trigger when the selected report is clicked. Event options include: None: Use this if you do not wish the widget to trigger an event. Next sub tab: Navigates the user to the next tab within the same dashboard. Previous sub tab: Navigates the user to the previous tab within the same dashboard. Reset filters: Allows users to clear filter selections, or in case default values are set, then reset filters to their default values. Reset dashboard: Refreshes the dashboard by clearing any user interactivity performed on it, as well as removing all applied filters. Go to report: Navigates users to a specified report. This report can be specified by providing its report UUID. Go to sub tab: Navigates to any sub tab in the same dashboard, where the sub tab is specified by its order number. For example to jump to the forth sub tab, enter 4 in the sub tab # field. Note that the sub tab order starts from number 1. Go to URL: Navigates to an external link or page using the specified URL. You can also choose to open the new link in a new tab or window or in the current window. (See the below URL and Target settings for more information.)
Report ID	Canvas	If navigating to a report using the ‘Go to report’ click event, provide the UUID of the report.
Sub Tab #	Canvas	If navigating to a sub tab using the ‘Go to sub tab’ click event, enter the order number of the sub tab.
URL	Canvas	If navigating to an external page using the ‘Go to URL’ click event, provide the full URL of the page.
Target	Canvas	If navigating to an external page using the ‘Go to URL’ click event, specify the page target. Options include: New Tab/Window: Opens the URL page in a new tab or window, depending on your browser’s settings. Note: The default for most browsers is a window, however users can use computer shorts (Ctrl in Windows, and Cmd in Mac) to open in a new tab instead. Current Window: Open the page in the current window. Parent Frame: If Yellowfin is embedded as an iFrame, the new page will open (that is, its contents will appear) in the parent frame. Note that the parent frame is the one within which the Yellowfin frame is embedded. Current Frame: If Yellowfin is embedded as an iFrame, the contents of the URL page will open in the current frame. Note that the current frame is the one which embeds Yellowfin.

Report access

Dashboard designers, and end users alike will not be able to view reports that they do not have access to. The following image will appear in place of 'secure' reports:

Report object menu

Hover over or right-click on a report object to bring up a menu with multiple options.

Menu icon	Description
	This brings up another menu to perform numerous actions on the selected object. See here for more information. It can also be used to drag the widget.
	This button allows you to carry out the following options. Print: Print the specific report. Export: Export the report content to a number of file formats, including PDF, DOCX, XLSX, CSV, and Text. Share: Share the reports with other users. Information: View the report information that contains sections on Report Details, Columns, and SQL Statement.
	Displays the report in a tabular form.
	Displays the report’s chart.
	Allows you to drill up from a drilled down report. This option only appears for report objects, when a drill interaction has been performed on it.
	Allows you to reset a drill interaction on a report. This option only appears for report objects, when a drill interaction has been performed on it.
	Navigates to the Report’s output page, where you can edit the report and re-publish it.

Report menu visibility

You can control the visibility of this menu that pops up on report objects for dashboard users. By default, this setting is set to appear on Hover, but it can be completely hidden or made to always appear.

Note that users can control this setting at the global level or the individual report object level.

Admin level: This controls the menu visibility from the global level, for all report widgets on dashboards. Navigate to Administration > Content Setting > Dashboard Settings > Portlet Settings and enable or disable the Action Buttons toggle. If enabled, the menus will appear all the time; but if disabled, they only appear if the users hover over the report. By default this is set to appear on hover.
Canvas level: This controls the menu visibility from the canvas level for all report objects on the canvas. This is controlled through the Canvas dashboard’s sub-tab properties panel. Note that this setting will override the specified admin level setting, but not the individual report level setting. By default this is set to Never.
Individual report level: This controls the menu visibility for the selected report. Note that this setting will override admin level and canvas level settings. By default this is set to Inherit. See below for more information.

How to change menu visibility

To change the menu visibility for an individual report, open a report object's property panel and jump to the Report Menu section.
Select visibility option from the Show Report Menu dropdown. Options include:
1. Inherit: (Default selection) The object menu will inherit this setting from a higher level. Note that this menu visibility is also controlled at the admin level, and canvas level. For dashboard canvas, the canvas level setting will be inherited, and for static dashboard layouts, the admin level setting will be inherited.
2. Never: The report menu will never appear in a published dashboard, however will still appear when hovered on in edit mode.
3. Always: The report menu will always appear. For static layout dashboards, this will make the menu appear constantly in both edit and published modes; however for canvas dashboards, it will continue to hover in edit mode, and always appear in published mode.
4. Hover: The report menu will only appear when hovered on. Use this to make the menu appear only as long as users hover over it.
Note that the individual report level setting will override menu visibility setting at the canvas and admin levels.
You can further control each of the report menu options by choosing to display or hide them using the following configurations.

Refer the to Report Menu section in the report's property table above for further information.

Sorting Report Columns

You can sort a column in a report table on your dashboard in an ascending or descending order. This is possible is the dashboard canvas, as well as static layouts - in draft or published dashboards.

Add a report to the dashboard. In case of a multi chart report, choose report table as the display type.
Click on the arrow menu icon of the column you wish to sort. This will bring up a menu.
Select Sort and then choose how to sort the column values, in ascending or descending order.
Your column will be sorted, and the selected sort order will be visible in the column name.

Content

Space Tools

Dashboard Reports