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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

This allows you to access your timeline, viewing the Task Management list layout.

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

This allows you to view the browse page, filtered down to only show draft content you have access to.

Personal Broadcast

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

Profile 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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This menu gives you access to the various content builders used in the system. The options available to you through this menu will be restricted by your role permissions assigned by an Administrator. The create menu is dependant on the navigation style settings defined in Configuration > System settings. If you use Left Side Navigation you will be able to choose to position the Content Creation function within the left navigation panel, or as a button on the main navigation bar. If you use the Toolbar the create link is one of the standard toolbar items.

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
titleClick here to expand a list of functions...

Option

Left SideTop RightToolbar

Description

Report

This link open the New Report window where you can define how you want to build your report.

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

KPI Dashboard

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

View

This link will open the Create New View window where you can build a view using several different builder types.

Data SourceThis link will open the New Connection window where you can set up a new data source connection using several different methods.

Storyboard

This link allows you to create a new Storyboard.

Discussion Streams

This link will take you to the Create Discussion Stream window where you can set up a new stream.

TaskThis will open the New Task window where you can create and assign a task.

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