Report Actions

Using Yellowfin you can export your reports in a number of formats. These include printing your report, exporting it into a PDF format or exporting the data into Excel / CSV (Comma Separated Values).

See [Exporting Your Report] for more information.

Yellowfin allows you to schedule and publish reports externally to support your information collaboration needs by allowing you to deliver your business information to a mass audience via email or the file transfer protocol (FTP).

See [Distribution & Scheduling] for more information.

You can subscribe to reports and choose how often and when you want to have a report sent to you. A subscription is similar to broadcast except that only a single user (You) will be the recipient of the report.

See [Subscribe] for more information.

A report can be setup to have more than one broadcast and subscription process. This allows you to have varying schedules for the same report - for example: you may wish to send a sales report out on a weekly as well as a monthly basis.

See [Broadcasting] for more information.

Users can store the current drill paths and filter values applied to a report as a Bookmark, or can save the current result set (with drill and filters applied) as a Snapshot.

See [Bookmarks & Snapshots] for more information.

Some reports do not run automatically and require you to refresh the data contained in them. If your report is not refreshed automatically the data you see when you open the report may be relatively old.

See [Refreshing Report Data] for more information.

The Report Details button, found on an active report's menu bar, allows you to view a useful collection of information on the report.

See [Report Details] for more information.