Manage Data on your iOS Device

You can use this section to manage your reports and charts using the dashboard.

Follow these steps to learn how to draw on a report or chart like on a whiteboard and email it.

Open a report or chart
Tap on the drawing icon to activate the whiteboard feature
Now you will be able to draw directly on the report
You can then email this report screenshot by tapping on the Email option in the top-right corner of the screen
In this next screen, provide the recipient's email and other details and then tap on Send

You can schedule your reports or charts to be broadcasted to specific users at a pre-defined time, as frequently as required.

Open a report or chart
Tap on the broadcast icon
When the side panel expands, tap on the title field and provide a title for this broadcast
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. Conditions provide a unique way to set up a schedule, in that the broadcast will only be sent out if the condition(s) become true
1. Create a condition by choosing a field from the report, an operand to applies to this field, and finally a value. For example, you could select the invoice field, choose the greater than option and set the value as 5000. So now your condition will become true if the invoice value surpasses the amount of $5000.
Next, choose how to attach the report to the broadcast message by tapping on the HTML option and making a selection
Schedule the frequency with which to repeat this broadcast. (E.g: If the broadcast is set to be sent weekly, 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 for the broadcast schedule
- Select the time at which to broadcast the report
Tap on Save to schedule the broadcast
Note: You will notice that the broadcast icon in the report options will have turned blue.

Here's how you can mark a report as a favourite item to make it appear in the Favourite panel:

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

Tapping on a blue star button will unfavourite that report.

The most basic method to add a new comment to your report is explained below:

Click on a report in the grid to access it
Tap on the plus icon in the bottom-left corner; a range of other options will appear
Now tap on the comment button to add a comment
All the report comments will appear, provided there are any added
You can perform the following additional tasks on these comments:

Enter your comment in the pop-up that appears and tap on Ok to save it

Icon	Feature	Description
	New comment	Tap on this button on the top-left side of the comments panel to add a new comment to the report.
	Reply	Use this button to add a reply to a comment.
	Insightful	Mark a comment as insightful by tapping on this comment.
	Check	Tap on this button to check a comment.
	Delete	Use this to delete a comment.
	View replies	Use this button to view all the replies and responses made on a comment.
	Exit panel	Tap on this button on the top-right side of the comments panel to close it.

Carry out the steps below to share a report with other Yellowfin users:

Click on a report in the grid to access it
Tap on the plus icon in the bottom-left corner; a range of other options will appear
Now tap on the share button to add a share this report with other users
The following screen will appear
Tap on Distribute to choose a distribution method
1. If you selected Email, follow these additional steps:
2. Enter a subject for the email
3. Tap on the HTML option to choose how to attach the report to the email
Next, click on the Add Recipients link to add users with whom you wish to share this report
Then select individual Yellowfin users or groups and tap on Ok
Returning back to the share screen, you can even include a message to share with the recipients
Finally, tap on Ok

Note: This feature will only be available if sorting can be applied. Drill through?

Here is how you can access report filters, provided that they are added by the creator of the report through Yellowfin's main system.

Open a report
Tap on the report menu on the top-left side of the screen
Select Filters from the expanded menu. (Note: This option will only appear if there are any filters included in this report)
A panel with filters will appear, as shown in the example below.
These filters will differ according to what has been added to the filter field when the report was created in the main Yellowfin system.
You can start applying these filters to your report.

If your map has data layers, you can use a layer to view its data, as located on the map.