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You can

subscribe to your reports

and charts by scheduling them to be

sent out at a pre-defined time, as frequently as required.

1. Open a report or chart.
2. Tap on the

1. subscription icon in the bottom-right corner.
   
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2. When the side panel expands, tap on the title field and provide a title for this

1. subscription.
   
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2. You can also use the next field to provide a description.

3. 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

1. report will only be sent out if the condition(s) become true.

    

   • Create a condition by choosing a field from the report, an operand

1. • 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

1. • 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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2. Next, choose

1. the format in which to send out the report

1. by tapping on the HTML option and making a selection.
   
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2. Schedule the frequency with which to repeat this

1. subscription. (E.g: If

1. you subscribe for a weekly report, then select a week day.)
2. You can also set up advanced scheduling options. Use the Advanced option to view additional scheduling options:
   
   • Choose a time zone

1. • .
   • Select the time at which to

1. • send out the report

1. • .
   • Then tap on Save.
     
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2. Once all the details have been added, tap on Save to schedule

1. this subscription.
   
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2. Note: You will notice that the

1. subscription icon in the report options will have turned blue. Image Added

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1. Click on a report to access it.
2. And simply tap on the favourite icon in the bottom-right corner.
   
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3. Once favourited, this button will turn blue and the report will be added to the Favourite panel on the home page. Image Added
   
   

   Tip
   Tapping on a blue star button will unfavourite

1. the report.

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1. Open a report

1. or chart.
2. Tap on the

1. comment icon in the bottom

1. -right corner (or the top-left side).
   
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2. A side panel will appear with a list of all comments added.
   
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3. To add a new comment, tap on the text bar at the bottom of this panel and press Send.
   
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4. 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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5. Similarly, you can also perform the following functions on a comment:
   
   

   Icon	Feature	Description
   Image Added	Insightful	To mark a comment as insightful.
   Image Added	Check	To check a comment.
   Image Added	Delete	To delete a comment.

   
   
   
   
   

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1. to access it.
2. Tap on the

1. share icon in the bottom-left corner; a

1. menu with report sharing options will appear

1. .
   
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2. Select any of these options to share or distribute your report. This chart explains the main purpose of each of them:
   
   

   Option	Description
   Share analysis	To email this report to recipients.
   Email to me	To email a copy of this report to yourself. Your email address will already by provided when you tap on this option.
   Distribute report	To send a copy of the report to other Yellowfin users.
   Read later	To save this report in your inbox to be accessed at a later time.

3. In our example below, we will follow how to email a report to other people.

   1. Choose the Share Analysis option. An email composing screen will appear.
      
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   2. Enter the email address of the recipient(s).
   3. Provide a subject.

1. 2. Tap on the HTML option to choose how to attach the report

1. 1. .
   2. You can also enter a message by tapping on the main canvas of this screen.
   3. Finally, press Send.

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You can sort your report or chart according to any data type, provided it can be sorted.

1. Tap on the sort icon in the top-right corner.
   
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2. Select a data column according to which you wish to sort your report, by scrolling through the list.
   
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3. Choose either the ascending or descending order to display the data in.
   
   

   Order	Explanation
   Image Added	Displays data in ascending order.
   Image Added	Displays data in descending order.

4. Tap on Done.
   
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You can pop open a side panel to your dashboards, directly on your report screen.

1. Tap on the expand icon in the top-right corner.
   
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2. A dashboard on the left side will appear.
   
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Here is how you can access report filters, provided

they are added by the creator of the report through the Yellowfin

platform.

1. Open a report.
2. Tap on the

1. filter icon in the top-left

1. corner of the screen

1. . (Note: This option will only appear if there are any filters included in

1. the selected report.)
   
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2. A panel with filters will appear on the side, as shown in the example below.

   Note
   These filters will differ according to

1. the data added to the filter field when the report was created in the

1. Yellowfin

1. platform.

   
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2. You can start

1. selecting filters now.

2. Once added, tap on Go to apply them to your report.
   
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