Overview
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The configuration options allow you to tailor your installation of Yellowfin. This includes security management, user authentication and email servers.
Configuration
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Use this section to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.
Navigate to Administration > Configuration
You should now see the Authentication, Integration, Page Format, Email, System Parameters, Region Settings tabs in the Configuration section.
See [Configuration] for more information.
Report Styles
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This area allows you to set custom colours and font styles for charts, reports and the dashboard.
See [Styling Charts], [Styling Reports], and [Styling Dashboards] for more information.
Images & Maps
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Use this to load static images to be used as background images for reports and charts, as well as raster maps for the generation of heat maps.
See [Images & Maps] for more information.
Ref Code Manager
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Use this to manage [Org Reference Codes] used throughout the system.
See [Ref Code Manager] for more information.
Tag Management
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Use this to manage tags used in Discussion, and Annotations.
Date Filter Periods
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Use this to manage filter periods available for use in reports and on analytic dashboards.
See [Pre-Defined Date Periods] for more information.
Storyboard Themes
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Create and Edit Themes used to apply styling to Storyboard content.
See [Themes] for more information.
Email Template
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Manage the styling used for all emails sent from the system.
See [Email Template] for more information.
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