Report Builder

Overview

The drag and drop report builder assists you to create both simple and sophisticated analytical reports. The steps available through the builder are determined by some of the options you choose along the way, including:

• The type of builder you use
• The data source you build on
• The fields you use in the report, and the layout defined by them
• The filters and/or sections you add to the report
• The addition of Related Reports, Drill Functionality, and Sub Queries

Included in the report builder are a number of possible steps:

1. [Create]
2. [Data]
3. [Charts]
4. [Related Reports]
5. [Output]

Create

The first step in building any report is selecting the type of report you wish to run and the data source required. Your organisation may have many views and data sources so selecting the correct one is critical prior to building your report.

Unable to render embedded object: File (01reportinit.png) not found.

See [Initialise Report] for more information.

Data

The report data section allows you to define the look and feel of your report, including the fields to be displayed, the filters to be used, and whether a chart or drill through should be displayed. Select the items from the view that you wish to include in your report and drag them into the appropriate section of the screen.

Unable to render embedded object: File (03reportData.png) not found.

See [Report Data] for more information.

Charts

The Charts page

Unable to render embedded object: File (04reportFilters.png) not found.

See [Charts] for more information.

Related Reports

One of the major features of Yellowfin is the ability to create drill through reports or display associated reports on the same page. This is done by linking reports together through related reports.

Unable to render embedded object: File (05reportRelated.png) not found.

See [Related Reports] for more information.

Output

One of the major features of Yellowfin is the ability to create drill through reports or display associated reports on the same page. This is done by linking reports together through related reports.

Unable to render embedded object: File (05reportRelated.png) not found.

See [Output] for more information.