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
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. | Features | Description |
---|---|---|
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. | Favourites | A seperate panel that shows all the reports and charts that have been marked as favourite. |
4. | Reports and charts | The various reports and charts existing in your dashboards. |
5. | Inbox panel | This 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:
Features | Description |
---|---|
Logout | This option allows you to log out of the app. |
Home | Click on this option to get to the home screen at any time. |
Search | Use 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 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. | Features | Description |
---|---|---|
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 details | The main details of the report or chart are seen on this canvas. |
4. | Options button | This 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:
Features | Description |
---|---|
Refresh | Click on this option to refresh the report screen. |
Comments | This button allows you to view the comments made on this report. |
Filters | This 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:
Icon | Features | Description |
---|---|---|
Favourite | Use this button to mark the report as favourite. | |
Comment | Use this to add a comment to the report. | |
Share | Use this to share the report with other Yellowfin users. | |
Broadcast | Use this button to broadcast the report to users at scheduled intervals. |
Click here to learn how to perform various functions using these features.