Overview
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The report portlet menu provides you with a set of options for managing the display of a report on your [Dashboard]. On the report menu you will find:
- Report Title
- Report Menu
- Chart/Table Toggle
- Maximise
- Close
Report Menu Buttons
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Maximise |
The 'maximise' function opens the report to its full size in the reports preview page. |
|
Close |
The close button will delete the portlet from the user's dashboard when the tab is in draft mode. |
|
Menu |
Opens the drop down menu. |
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Chart/Table Toggle |
If the report is in a chart and table format this button lets you toggle between both views. |
Portlet Drop Down Menu
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Click on the dropdown link to open the portlet menu. This allows you to print, export or edit your report. The contents of the drop down menu will vary based on the nature of the report.
Option |
Description |
|---|---|
Minimise |
Allows you to reduce the size of the portlet and display the title only. (Only available when a tab is in edit mode – toggles with 'Restore') |
View Report |
Open the report into the main report view page. |
Print the report to you local printer. |
|
Export |
Export the report to multiple formats including CSV, MS Excel, PDF etc. |
Reset Report |
If filters or drills have been applied this will return the report to its original state. |
Email Report |
Opens the email window and allows you to email the report directly from within Yellowfin. |
Show Filters |
Displays filters for the report |
Information |
The information link opens up meta data about the report. Such as the details of the source data and the security settings for a report. |
Report URL |
Displays a link to access the report outside of the system. Accessing reports this way will depend on security settings. |
Minimise and Report Restore
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There may be times when you wish to manage your dashboard by minimising the reports that have been displayed. This provides you with more room on your dashboard to add further reports – and maximise them as you need them.
- To minimise a report click the portlet edit drop down and select the minimise option. The page will refresh and the selected report will minimise. The minimise option will now be replaced by a restore option in the drop down.
- To expand the report back to its original size click the restore link in the drop down menu. This will refresh the page and your report will be displayed in your dashboard again.
Maximising your Report
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The maximise option provides you with the ability to open the report in the standard view mode instead of on your dashboard. This will also give you access to the edit function if you wish to edit the report data rather than the dashboard properties.
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