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 In this section we will look into the features and functionalities available on the different screens of our iOS app.

 

Navigating the Dashboard

On successfully logging in to your Yellowfin app, the first screen you will view is the app's home screen. Following is an example of what that screen looks like:

 

Below is a description of each of the features of this home screen:

No.FeaturesDescription
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.FavouritesA seperate panel that shows all the reports and charts that have been marked as favourite.
3.View dashboardThe icon at the top-right edge of a dashboard thumbnail is used to view that dashboard.
4.View reports and chartsYou can also directly view a report or chart by clicking on one.

 

Main Menu

Click on the main menu icon on the left side, to see the features of this menu. Here's what it looks like when expanded:

FeaturesDescription
User profileClick on your username to view the profile
DashboardsThis redirects you to the dashboard screen at any time.
BrowseUse the browse screen to search for dashboards, storyboards and reports.
LoginThis feature is used to log in to the app. You can use it to log in as another user if you have multiple accounts.
ConnectionsUse this button to establish connections to your data sources.

 

 


 

Understanding the Dashboard Features

 

 

 

 

 

 


 

A Look into the Report Detail Screen

Clicking on a report or a chart will take you to a screen with its details. Here's an example of what it looks like, along with a description of it's features.

 

Following are brief descriptions of the features of the report screen:

No.FeaturesDescription
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 detailsThe main details of the report or chart are seen on this canvas.
4.Options buttonThis plus button is used to reveal a number of options that you can perform on the report. See below for more information.

 

Report Menu

Click on the report menu icon on the left side to see its options. Here's what it looks like when expanded:

FeaturesDescription
RefreshClick on this option to refresh the report screen.
CommentsThis button allows you to view the comments made on this report.
FiltersThis shows the filters added to this report. (Note: These are user created filters, that are included when creating the report.)

 

 

Report Options

Clicking on the plus button reveals the following report options: 

IconFeaturesDescription
FavouriteUse this button to mark the report as favourite.
CommentUse this to add a comment to the report.
ShareUse this to share the report with other Yellowfin users.
BroadcastUse this button to broadcast the report to users at scheduled intervals.

 

 

Click here to learn how to perform various functions using these features.

 

 

 

 

 

 

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