Making a private copy of a System Yellowfin report

Making a copy of a Yellowfin report requires an appropriate user role. For more information, contact your project manager.

This topic explains how to make a private copy of a public Yellowfin report.

In the Browse page, right-click on the report you want to save, and select Make a copy.

The Data page is displayed.

To add report filters or columns, In the View fields pane:

Find the field in the folders.

OR,

Search for the field you want to add.

Drag the filter to the correct position in the Filters pane/report columns.

To move report filters/columns, in the Filters pane/report columns, drag the filter/column to the new position.
To remove report filters, drag the filter from the Filters pane columns.
To remove report columns, in the report, in the column you want to remove, click on the menu button (), and select Delete.
To add and remove report sections:

In Yellowfin you can add sections to reports. Sections are used to break up the report into smaller chunks. For example, in the Extended Travel Files report, you can have a separate section for each user, and for each user, you can have a section for the travel file status. You can have all the sections appear on the same page, in separate pages, or in separate tabs (see Section Formatting below).

To add sections, drag the field you want to use from the View Fields to the Sections section.
To remove a section, drag the field from the sections.

You can also perform the following actions on the report:

After you are done, use the menu bar to edit the report:

Menu bar option	Description
	Click this button and select one of the following: Reset formatting: Reset formatting changes made to report Reset report: Reset entire report - fields, filters, charts and formatting
	Click this button to open the Report Formatting pane in which you can customize how the entire report is formatted. These report formatting settings include: Report sorting Report header and footer Report title and description formatting Report border Column and row heading formatting Data formatting, such as cell size and number of rows per page. For more information, see the Yellowfin online help.
	Click this button to open the Column Formatting pane in which you can format the individual columns in the report. To format a column, in the Report Fields, click on the desired column to view the formatting settings. The column formatting settings include: Column name Format of column contents Individual sorting of column values Column format (font,alignment, background, width, maximum characters, text wrapping) Column borders Subtotal row For more information, see the Yellowfin online help
	Click this button to open the Conditional Formatting pane in which you can define conditional formatting rules for individual columns. For example, you can create a rule that if the Value Date is after the current date, the cell value will appear green. If the Value Date is before the current date, the cell value will appear red. For more information, see Creating conditional formatting rules.
	Click this button to open the Filter Formatting pane in which you can edit the formatting of the Filters pane and the individual filters. The formatting options for the Filters pane include: Where to display the Apply button for filters. Displaying a legend of applied filters above the report. Automatically running the report when it is loaded. Remembering previously selected filters Defining that date periods be applied relative to the current date, or the date the last time the report was run The formatting options for individual filters include: The filter title Making the filter mandatory. Enabling previously applied users selections to be remembered. How the filter value is entered The default filter value. For more information, see the Yellowfin online help.
	Click on this button to open the Section Formatting pane in which you can format the report sections. This button appears after view field is dragged to the Sections pane. To format a section, in the Report Fields, click on the desired section to view the formatting settings. The section formatting settings include: Section name Section Style: Single page - All sections are displayed on a single report page Multiple page - Each section is a separate report page Tabbed - Each section is a separate report tab Display Style: Define whether the section heading should have the same formatting as the report title, the table column headings, or create custom formatting. Summary: Select the field which will be used as a section summary table at the top of the report (Default is none) Enable totals to be displayed for each section Enable grand totals for the entire report to be displayed for each section. Sort: Define whether the section will be sorted in ascending or descending order.

After you are done editing the report, go to the Design tab where you can check how the report will appear after it is generated.

If you have a chart, in the Design tab, you can drag the chart to move and resize it.

To finalize the report, click on the Publishing tab.

The Save Report dialog box is displayed.

Use the tabs to define the publication settings for the report.

Publish tab	Description
Details	In this tab you can define: The name of the new report The description of the new report
User Access	N/A
Distribution	N/A
Export	In this tab you can define the file formats to which the report can be exported.
Report Settings	In this tab you can define whether the report will appear on the Browse page.
Refresh	N/A

To publish the report, click Save.

A message appears asking if the contents require translation.

Click No.

Making a private copy of a System Yellowfin report

How

Related Links