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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} The drag and drop report builder assists you to create both simple and sophisticated analytical reports. The steps available through the builder are determined by some of the options you choose along the way, including: * The type of builder you use * The data source you build on * The fields you use in the report, and the layout defined by them * The filters and/or sections you add to the report * The addition of Related Reports, Drill Functionality, and Sub Queries h2. Report Builder Steps {styleclass: Class=topLink}[top|#top]{styleclass} Included in the report builder are a number of possible steps: # [Create|Report Builder#Create] # [Data|Report Builder#Data] # [Charts|Report Builder#Charts] # [Related Reports|Report Builder#Related Reports] # [Output|Report Builder#Output] h3. Create The first step in building any report is selecting the type of report you wish to run and the data source required. Your organisation may have many views and data sources so selecting the correct one is critical prior to building your report. !01createStep.png|thumbnail,border=1! bq. See [Initialise Report|Report Builder - Create Step] for more information. h3. Data The report data section allows you to define the look and feel of your report, including the fields to be displayed, the filters to be used, and whether a chart or drill through should be displayed. Select the items from the view that you wish to include in your report and drag them into the appropriate section of the screen. !02dataStep.png|thumbnail,border=1! {color:#CC0000}*Note:*{color} depending on the builder you select, this option may be replaced with alternatives such as; CSV, SQL, Jasper, and BIRT. bq. See [Report Data|Report Builder - Data Step] for more information. h3. Charts The Charts page allows you to build visualisations based on the table created in the Data step. !03chartsStep.png|thumbnail,border=1! bq. See [Charts|Report Builder - Charts Step] for more information. h3. Related Reports OneCreate ofrelationships the major features of Yellowfin is between the abilitydraft toreport createand drillother throughcontent reportsusing orDrill displayThrough associated reports on the same page. This is done by linking reports together through related and Co-Display reports. !04relatedReportsStep.png|thumbnail,border=1! bq. See [Related Reports|Report Builder - Related Reports Step] for more information. h3. Output OneThe ofOutput thepage major features of Yellowfin is the ability to create drill through reports or display associated reports on the same page. This is done by linking reports together through related reportsallows you to format the report, set up a multi-chart canvas, and other functions. !05outputStep.png|thumbnail,border=1! bq. See [Output|Report Builder - Output Step] for more information. \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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