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Overview

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With Yellowfin you can add specific comments to your reports in the form of annotations. There are three types of annotations to assist users of a report:

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Annotations assist your reports readers to understand the reports and data that they are viewing. They can only be added when a report is ACTIVE and the annotate drop down menu is visible.

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The figure above shows the three places annotations are displayed.

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Enabling Annotations

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There are two things you must do in order to use annotations in Yellowfin;

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Creating Annotations

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In order to create annotations you will need to complete the following:

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Viewing Annotations

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By default, a report will display an Annotation if the following criteria are met:

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Global Annotations

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When using the Client Organisations feature in Yellowfin, Administrators of the Primary Org will have the option enable Global Annotations. Enabling this feature means that all Annotations created at the Primary Org (Default Level) will be passed through and visible in all Client Orgs.

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