Initialise Report

Overview
Authoring Options

Overview

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To create a new report click the Create button located on your main navigation bar and select the Report option from the drop down menu. This will open the Initialise Report page.

Note: Only users with CREATE access to the reporting function will be able to create new reports.

In this step you will select the type of report you wish to create, how you want to write the report and to select the source of the reports data.

Authoring Options

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Drag and Drop Builder	Drag and Drop builder allows users to use a pre-defined data view to build their reports. All business logic is built into the view. See [Drag and Drop Builder] for more information. Note: all the Report Builder documentation uses the Drag and Drop Builder unless otherwise specified.
CSV Import	Yellowfin's CSV functionality allows business users to transform their existing spreadsheets into reports. See [CSV Reports] for more information.
Freehand SQL	These allow the report writer to define the query, rather than using a predefined view. See [Freehand SQL Reports] for more information.
Jasper Reports	You can use a Jasper XML report editor such as iReports to create pixel perfect crystal style reports. This definition can be loaded into Yellowfin. See [Jasper XML Reports] for more information.
BIRT Reports	You can create load previously defined BIRT reports into Yellowfin. See [BIRT XML Reports] for more information.

For most users it is recommended that you choose the Drag and Drop report creation method.

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