Report Builder - Output Step

Overview

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The Output step of the Report Builder has two different functions, based on the status of the report:

Draft: when a report is in draft mode, the Output step provides formatting functionality to allow the report writer to change the display of the table, and define the multi-chart canvas if required.
Active: when a report is active, the Output step of the builder provides report action functionality, along with the option for appropriate users, based on role permissions, to place the report back into draft mode and edit various components. Report actions include exporting, sharing, and broadcasting the report.

Draft Output Step

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Icon	Menu Item	Description
	Report
	Data
	Charts
	Related Reports
	Output
	Export
	Hide Table
	Show Table
	Report Formatting

See [Report Formatting] for more information.|

Column Formatting

See [Column Formatting] for more information.|

Conditional Formatting

See [Conditional Formatting] for more information.|

Section Formatting

See [Section Formatting] for more information.|

Related Reports Formatting

See [Related Reports Formatting] for more information.|

Filter Formatting

See [Filter Formatting] for more information.|

Annotation

See [Report Annotation] for more information.|

KPI

See [KPI Reports] for more information.|

Summary

See [Report Summary] for more information.|

Details

See [Report Details] for more information.|

Close Builder

Report List Panel

Multi-Chart Canvas

This panel is available when [multiple charts] have been created on the [Charts] step of the builder. It allows you to configure your [Multi-Chart Canvas].

See [Multi-Chart Canvas] for more information.

Active Output Step

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Icon	Menu Item	Description
	Report
	Data
	Export
	Share
	Broadcast
	Favourite
	Bookmark
	Annotation
	Details
	Close Builder
	Report List Panel
	Comments Panel

Report	Unable to render embedded object: File (reportMenu.png) not found. This allows you to; Create a New report, Copy the current report, Delete the current report, or Edit the Name & Description
Edit	Unable to render embedded object: File (editMenu.png) not found. This allows you to place the report into draft mode and access each step of the report builder, as well as the chart builder.
Export	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.
Share	Yellowfin allows you to share reports with others on an ad hoc basis, through the use of internal Yellowfin Inbox Distribution, Ad Hoc Email Distribution, and Embedding into HTML, wiki, or blog pages. See [Sharing] for more information.
Broadcast	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.
Bookmarks	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.
Refresh	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.
Report Details	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.

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