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 Before we dive into performing different tasks using the app, let's try to understand the main screens which we will be using to carry out these functions.

 

Navigating the Home Screen

If you have logged in to your Yellowfin app successfully, you will be able to access the app's home screen. Following is an example of what that screen looks like:

 

Following is a description 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.

Inbox

Displays emails and notifications sent to you.
3.FavouritesA seperate panel that shows all the reports and charts that have been marked as favourite.
4.Reports and chartsThe various reports and charts from your dashboards.
5.Inbox panelThis panel displays the emails and notifications sent to you.

 

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
LogoutThis option allows you to log out of the app.
HomeClick on this option to get to the home screen at any time.
SearchUse this button to search for any reports or charts in the app.

 

 

 


 

A Look into the Report Detail Screen

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

 

Following is a description of the features of the report screen:

No.FeaturesDescription
1.

Report menu

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 it's 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 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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