In this section we learn how to access our Yellowfin data through the Android app.
- Click on a report in the grid to access it. (Note: To learn more about the features of this screen, click here.)
- Tap on the plus icon in the bottom-left corner; a range of other options will appear
- Now tap on the star button here to favourite this report
Once favourited, this button will turn blue and the report will be added to the Favourite grid on the home screen
Tapping on a blue star button will unfavourite that report.
This most basic method to add a new comment to your report is explained below:
- Click on a report in the grid to access it. (Note: To learn more about the features of this screen, click here.)
- Tap on the plus icon in the bottom-left corner; a range of other options will appear
- Now tap on the comment button to add a comment
Add your comment in the pop-up that appears and tap on Ok to save it
Carry out the steps below to share a report with other Yellowfin users:
- Click on a report in the grid to access it. (Note: To learn more about the features of this screen, click here.)
- Tap on the plus icon in the bottom-left corner; a range of other options will appear
- Now tap on the share button to add a comment
The following screen will appear
- Tap on Distribute to choose a distribution method
- If you selected Email, follow these additional steps:
- Enter a subject for it
- Tap on the HTML option to choose how to attach the report to the email
- Next, click on the Add Recipients link to add users with whom you wish to share this report with
- Select individual Yellowfin users or groups in the next screen and tap on Ok
- Returning back, you can even include a message to share with the recipients
- Finally, tap on Ok
You can schedule your reports to be broadcasted to selected users at a specific time, as frequently as required.
- Click on a report in the grid to access it. (Note: To learn more about the other features of this screen, click here.)
- Tap on the plus icon in the bottom-left corner; a range of other options will appear
- Now tap on the broadcast button
The following screen will appear
- Tap on the first text field to change the subject of this broadcast
- Choose how to attach the report to the broadcast message by tapping on the HTML option and making a selection
- Enter a message that will be broadcasted with the report
- Schedule the frequency of repeating this broadcast. (E.g: If the broadcast is set to be sent weekly, then select a week day)
- You can also set up advanced scheduling options. First, select the Advanced checkbox; a range of new fields will appear
- Choose a time zone for the broadcast schedule
- Select the time at which to broadcast the report
- Tap on Save to schedule the broadcast
- Note: You will notice that the broadcast icon in the report options will have turned blue.
Follow the steps below to view and manage report comments:
- Click on a report in the grid to access it. (Note: To learn more about the features of this screen, click here.)
- Access the report menu on the left side
- Choose the Comments option
- All the report comments will appear, provided there are any added
- You can perform the following additional tasks on these comments:
Icon Feature Description New comment Tap on this button on the top-left side of the comments panel to add a new comment to the report. Reply Use this button to add a reply to a comment. Insightful Mark a comment as insightful by tapping on this comment. Check Tap on this button to check a comment. Delete Use this button to delete a comment. View replies Use this button to view the replies made on a comment. Exit panel Tap on this button on the top-right side of the comments panel to close it.
The following method explains how to search for reports and charts using the search functionality:
- Click on the main menu on the home page
- From the list of options that appear, tap on Search
- Enter keywords of what to search for in the search bar and then tap on the search icon
- The search result would appear as shown below
Here is how you can access report filters, provided that they are added by the creator of the report through Yellowfin's main system.
- Open a report
- Tap on the report menu on the top-left side of the screen
- Select Filters from the expanded menu. (Note: This option will only appear if there are any filters added to this report)
A panel with filters will appear, as shown in the example below.
These filters will differ according to what has been added to the filter field when the report is created in the main Yellowfin system.
You can use these filters on your report.