Before we dive into performing different tasks using the Android app, let's try to understand the main screens which we will be using to carry out these functions.
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homescreen
homescreen
Navigating the
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Dashboard Screen
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On successfully logging in to your Yellowfin app
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, the first screen you will
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view is the dashboard screen. Following is an example of what
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this home screen looks like:
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Following is a breakdown of the
The features of this
home
screen are described below:
No.
Features
Description
1.
Main menu
Expands to reveal the main navigation menu of this app. See below for more details on the options of this menu.
2.
Inbox
Favourite reports
Reports and charts
Inbox
...
Leads to the inbox screen containing emails and notifications sent to you.
3.
Favourites
A separate panel that shows all the reports and charts that have been marked as favourite.
4.
Dashboard name
Each horizontal panel represents a dashboard existing in your system, with its name on the top.
5.
Reports and charts
Each thumbnail within a panel represents a report/chart in a dashboard.
6.
Inbox panel
This panel displays the emails and notifications sent to you.
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mainmenu
Main Menu
Click on the main menu icon on the left side, to see its features. Here's what it looks like when expanded:
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Features
Description
Logout
This option allows you to log out of the app.
Home
Click on this option to get to the home screen at any time.
Search
Use this button to search for any reports or charts in the app.
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reportscreen
A Look into the Report Detail Screen
Clicking on a report or a chart will take you to a screen with its details
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. Here's an example of what it looks like, along with a description of it's features.
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Following are brief descriptions of the report screen features:
No.
Features
Description
1.
Report menu
This icon expands to reveal the report menu. See below for more details on the options of this menu.
2.
Exit report
This button closes the report screen and returns you to the home page.
3.
Report details
The main details of the report or chart are seen on this canvas.
4.
Options button
This plus button is used to reveal a number of options that you can perform on the report. See below for more information.
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reportmenu
Report Menu
Click on the report menu icon on the left side to see its options. Here's what it looks like when expanded:
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Features
Description
Refresh
Click on this option to refresh the report screen.
Comments
This button allows you to view the comments made on this report.
Filters
This shows the filters added to this report. (Note: These are user created filters, that are included when creating the report.)
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reportoptions
Report Options
Clicking on the plus button reveals the following report options:
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Icon
Features
Description
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Favourite
Use this button to mark the report as favourite.
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Comment
Use this to add a comment to the report.
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Share
Use this to share the report with other Yellowfin users.
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Broadcast
Use this button to broadcast the report to users at scheduled intervals.
Tip
Click here to learn how to perform various functions using these features.