Like what you see? Have a play with our trial version.

Error rendering macro 'rw-search'

null

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 to access it. (Note: To learn more about the features of this screen, click here.)
  2. Tap on the plus icon in the bottom-left corner; a range of other options will appear
    Image Removed
    Image Added

  3. Now tap on the star button here to favourite this report
    Image Removed
    Image Added

  4. Once favourited, this button will turn blue Image Added and the report will be added to the Favourite grid on the home screen
    Image Removed


    Tip

    Tapping on a blue star button will unfavourite that report.

 

top

 


 

Expand
titleAdding Report Comments

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

  1. Click on a report in the grid to access it. (Note: To learn more about the features of this screen, click here.)
  2. Tap on the plus icon in the bottom-left corner; a range of other options will appear
    Image Removed
    Image Added

  3. Now tap on the comment button to add a comment
    Image Removed
    Image Added

  4. Add your comment in the pop-up that appears and click on Ok to save it
    Image Removed
    Image Added


top

 


 

Expand
titleSharing reports

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

 

 

 

top 

 


 

...

Expand
titleSearching for Data

The following method explains how to search for reports and charts using the search functionality:

  1. Click on the main menu on the home page
  2. From the list of options that appear, tap on Search



  3. Enter keywords of what to search for in the search bar and then tap on the search icon



  4. The search result would appear as shown below

 

 

top

 

 

 


 

Expand
titleUsing Report Filters

Here is how you can access report filters, provided that they are added by the creator of the report through Yellowfin's main system.

 

 

 

top 

 


 

...