You can read and interact with reports directly on the Yellowfin mobile app.
Reports can be accessed in two ways:
The Reports list provides access to all available reports, with options for filtering, searching and accessing report information.
Number | Feature | Description |
---|---|---|
1 | Filter | Tap the filter to change which reports to view in the list:
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2 | List | Tap the list buttonto toggle between large and small report tiles. |
3 | Search | Tap the search button to search for a report. |
4 | Favorite | Tap the favorite buttonto mark the report as a favorite. |
5 | Report Information | Tap the information buttonto display report information, which includes the report description, author and folder location. |
6 | Report tile | Tap on the report tile to view the report. |
Reports with larger datasets may take longer to run. A loader will be displayed on the screen. |
Tap the burger bun in the top-left corner to access the main menu, then tap on Reports to access the Reports list
The Reports list will be displayed, and may be empty due to the Recently Viewed filter
Tap on the dropdown that displays Recently Viewed
A popup will appear at the bottom of the screen
Tap All to display all available reports
The Reports list will refresh and display all available reports
Reports are accessible from the Timeline if they have been previously viewed, shared by another user, broadcast to you, or triggered via other events such as receiving a notification of a new report published by a user you follow.
To view a report from your Timeline, follow the steps below:
You can interact with reports in many ways to help you assess and interpret the data comprehensively. The Yellowfin mobile app allows you to:
The report page shows the details of the report. All interactive report features are accessible from this page.
Number | Feature | Description |
---|---|---|
1 | Back button | Tap the back button to go back to the previous page. |
2 | Report title | Displays the title of the report. |
3 | Filters button | Tap the filters button to filter values and refine the data displayed in the report. |
4 | Favorite | Tap on the favorite button to mark the report as a favorite, for quicker access to this report in the future. |
5 | Comments | Tap on the speech bubble button to comment on a report, or view existing comments. |
6 | Report information | Tap the more options button to display the report menu:
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7 | Report | Tap the report visualization to highlight one or more elements, or drill for more information. |
8 | Report visualization buttons | Tap the arrow buttons to toggle between visualizations (if available). |
9 | Carousel indicator | Displays the number of available report visualizations. |
Yellowfin reports may contain many different visualizations, ranging from tabular data and/or charts. Depending on the report, you can toggle between all available visualizations on the mobile app.
To switch visualizations, follow the steps below:
Filters allow you to refine the results displayed in a report based on the values selected for the filter.
The Filters button incorporates a number which indicates the number of filters applied to the report. Upon opening a report for the first time, this number will reflect the amount of default filters applied. In this case, the number reads ‘0’, as no filters are applied. When you apply one or more filters, the number will change to the respective number of applied filters.
Reports with larger datasets may take longer to run. A loader will be displayed on the screen. |
Filters may not be available on all reports. Look for the Filters button at the top of the report page. |
To filter data, follow the steps below:
Some reports contain cached filter values that can be refreshed manually. Refreshing the cache makes sure all filter values are available when displaying the report.
Tap the refresh button at the bottom-left of the screen to refresh any cached filter values in the report
The Yellowfin mobile app supports Drill Down functionality where Drill Down has been configured for a report. Drill Down provides you with the option to access logical hierarchies within your data, allowing you to view the data from different angles and levels.
To Drill Down in a report: