Generating reports in Yellowfin

This topic explains how to generate a report in Yellowfin.

• How

1. In the Browse page, double-click on the report you want to run.

An empty report page is displayed.

If the report has no filters, it will run automatically - skip to step 4. If there are any linked reports they will be displayed as tabs next to the Filters pane.



2. In the Filters pane, enter or select the report filters.

Click here for more information on filters. Each filter that is selected is displayed above the report. There are two options for resetting filters. Reset: Removes all filters. In the Filters pane, click the Reset button, OR above the report, click and select Reset. Undo: Removes the last filter selected. Above the report, click and select Undo. There are three types of filters: Between: Used for selecting ranges, such as dates. (Date Control enables you to set the period of a report with pre-defined date ranges and continue to let it run for the interval you choose. Should you decide to continue setting the date range manually, choose Custom at the dropdown.) In List: Used for selecting multiple options, such as user, branch, currency Equal To: Used for selecting a specific option, such as document type and display currency. To view more information on the individual filters: In the menu bar, click the Information ()button. A pop-up with the report details is displayed. Select the Columns tab and scroll to the Filter table. To view more information, click on the individual filters. The Description field provides an explanation of the filter.

3. To generate the report, click Go.

 

4. You can use the menu bar to perform the following actions on the report:

Menu option	Description
	Click this button to open a pop-up in which you can export the report to the following file formats: CSV DOCX PDF Text XLSX Or print the report.
	Click this button to open a pop-up in which you can send the report by e-mail. An additional optional message can be added to the e-mail. The report can be attached to the e-mail as one of the following options: PDF CSV DOCX Link to report HTML (default) XSLX The report can be sent with the current filters or the default filters.
	Click this button to mark/clear the report as My Favorites.
	Click this button to save a copy of this report in a private folder, which you can later edit. Requires Authorization.
	Click this button to open a pop-up in which you can view information on the report. The pop-up has two tabs: Report Details: General information on the report, such as when it was last modified, report activity, folder and subfolder, and what information the report runs on. Columns: Explanations on all the report columns and filters.

5. To save the filters you selected in the report, in the navigation pane, click on the Bookmarks button, and select Create Bookmark.

6. To open a bookmarked report, in the navigation pane, click on the Bookmarks button, and select a bookmark.

Related Links

• Yellowfin

• Browsing reports in Yellowfin

• Creating report scheduling in Yellowfin

• Making a private copy of a Yellowfin report

• Creating a new private Yellowfin report

• Yellowfin user roles

• List of Yellowfin reports

• List of Yellowfin views