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Left Side NavigationToolbar Navigation

This navigation is accessed by clicking on the button in the top left corner of the screen.

From there the you should click on your name to open the timeline settings.

This option requires the following settings:

  • Configuration > System > Navigation Style = Left Side Navigation

This navigation is accessed by clicking on the arrow next to your name in the main navigation bar.

From there the pictured drop down list is displayed.

This option requires the following settings:

  • Configuration > System > Navigation Style = Toolbar Navigation

 

 

Expand
titleAvailable Functions...

Option

Left Side

Toolbar

Description

Timeline

This is a user specific event timeline which displays information based on a particular users Yellowfin activity.
Events include content activity around reports, dashboard tabs, and storyboards, loading of content such as views, csv files, and images, and collaborative events such as comments and discussion posts.

Tasks

 

Favourites

This allows the user to see a list of content they have nominated as their favourite. It also includes a list of new content from which they could select new favourites.

Draft Content

 

Personal Broadcasts

This contains a list of content the user is subscribed to including report, report comment, and storyboard comment subscriptions.

Timeline Settings

This page allows the user to define settings that effect how they see and use the system. These settings are only applied to their account.

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Left Side NavigationTop Right (with Left Side Nav enabled)Toolbar Navigation

This option requires the following settings:

  • Configuration > System > Navigation Style = Left Side Navigation
  • Configuration > System > Content Creation Location = Left Side Navigation

This option requires the following settings:

  • Configuration > System > Navigation Style = Left Side Navigation
  • Configuration > System > Content Creation Location = Top Right

This option requires the following settings:

  • Configuration > System > Navigation Style = Toolbar Navigation

 

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Expand
titleAvailable Functions...

Option

Left SideTop RightToolbar

Description

Report

This link will take you to the Report Initialisation page where you can build reports.

Standard TabThis link allows you to create a new Standard Dashboard Tab.

KPI Tab

This link allows you to create a new KPI Dashboard Tab.

Storyboard

This link allows you to create a new Storyboard.

Discussion

This link will take you to the Discussion area where you can create a new Discussion Group.

View

This link will take you to the Initialise View page, where you can build a view using several different builder types.

Task 
Data Source 

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Left Side NavigationToolbar Navigation 
  
Expand
titleAvailable Functions...

Option

Left SideToolbar

Description

Admin Console

This link will take you straight to the main Admin Console page, rather than providing a short cut to one of the main admin components.

Configuration

This link will take you to the Configuration page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.

Content Settings

This link will take you to the Content Settings page, allowing you to manage the way Yellowfin displays each type of content.

Export

This link will take you to the Export page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin.

Import

This link will take you to the Import page, allowing you to select and xml file that defines pieces of content you wish to add to the system.

Images and Maps 
Email Template 
Session Management 

Schedule Management

 
Dashboard Management 
Licence Management 
Background Management 

Plugin Management

 
System Information 
Content Translation 
Client Orgs 

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