You can subscribe to your reports and charts by scheduling them to be sent out at a pre-defined time, as frequently as required.
Open a report or chart.
Tap on the subscription icon in the bottom-right corner.
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When the side panel expands, tap on the title field and provide a title for this subscription.
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You can also use the next field to provide a description.
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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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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Schedule the frequency with which to repeat this subscription. (E.g: If you subscribe for a weekly report, then select a week day.)
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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Once all the details have been added, tap on Save to schedule this subscription.
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Note:You will notice that the subscription icon in the report options will have turned blue. Image Modified
Tip
You can always return to a subscription to update or delete it.
The most basic method to add a new comment to your report is explained below:
Open a report or chart.
Tap on the comment icon in the bottom-right corner (or the top-left side).
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A side panel will appear with a list of all comments added.
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To add a new comment, tap on the text bar at the bottom of this panel and press Send.
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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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Similarly, you can also perform the following functions on a comment:
Here is how you can access report filters, provided they are added by the creator of the report through the Yellowfin platform.
Open a report.
Tap on the filter icon in the top-left corner of the screen. (Note:This option will only appear if there are any filters included in the selected report.)
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A panel with filters will appear on the side, as shown in the example below.
Note
These filters will differ according to the data added to the filter field when the report was created in the Yellowfin platform.
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You can start selecting filters now.
Once added, tap on Go to apply them to your report.