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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 Home Screen

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 your profile. Through this feature, you can also update your avatar, username and/or password.
DashboardsThis redirects you to the home screen with all the dashboards.
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

Now we will learn about the different features on a specific dashboard.

 

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.Home screenThis button will return you to the home screen.
3.RefreshUse this button to refresh your dashboard.
4, 5, 6.View reports and chartsThese icons at the edge of each report or chart are used to view their details, as well as perform other functionalities on them.

 

 

 

 


 

A Look into the Report Detail Screen

Clicking on a report or a chart to view its details and a look at the range of features offered. 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.

Main menu

 
2.

Top-left report icons

 
3.Top-right report icons 
4.Bottom-right report icons 
5.Drill through alert 
6.Report/Chart 

 

 

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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