This documentation corresponds to a historical version of Yellowfin

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To create and edit you report categories you will have to access the Administration function.

Report Categories List

To access a list of all your report categories click on the Report Categories link from the Administration Panel. This will open a page containing all your report categories.

Your secure categories and your default draft folder are highlighted by the use of icons on the right hand side.

Deleting Categories

By deleting a category it will no longer be available for user to attach reports into.

  1. Select the category that you wish to delete by ticking the associated check box
  2. Click the ‘delete’ link and the category will be deleted. If the category is already in use the reports it contains will also be deleted.

Create New Category

  1. Click the create link button at the bottom of your list, or the Create New Category link from the Admin Console, to create a new Category. This will open the Category Form.
  2. Select the Category or Subcategory Level. In your hierarchy of content you must first create a category level before you create its associated sub-categories.
    If a sub category has been chosen you will have to select a category to store it into.
  3. Complete the folder name, this is what will be displayed in the category list.
  4. Select the status of the category
    Note: if you leave the category in DRAFT mode users will not be able to access reports or create reports for this category.

Draft Report Category

The draft report category is used to store reports in DRAFT mode for all users. The purpose of defining a draft category is to assist users to manage their DRAFT reports. This will be the default category where reports are saved. A user can still save DRAFT reports into the folder of their choice.

Sort Order

The order number will define what number in your list of categories this category should be displayed.

Create Public Publisher

In the report Category edit page the Publish Access and Approvals section allows you to determine which users can publish public reports to the category.

  • If you select ‘Users with Functional Access” then all users with the public report function can write to this folder
  • If you select a person or expert group – then only specified users can publish reports into that folder. If a user does not have access to publish to that folder the report will be routed to an Expert for approval.

Management Information & Version Management

One option available within Yellowfin is the ability to maintain previous instances of a report. This is known as a management information report. When a user selects this option not only is the report definition saved but the data as well. This allows users to view previous versions of the report and compare result sets.
All versions of the report data are stored in the Yellowfin Database. As the administrator you can determine how much history and the maximum size of reports you wish to save. This is an application management process that permits you to control the use of your infrastructure.

Determine Version Control

In the report Category edit page the Report Version Control Section allows you to define the content management criteria and the archive and version history.

Version History

The version histroy allows you to store the data returned in a report.
If version history is set to Only keep the latest result set then no historical results will be kept.
If the Keep archived report result sets option is selected then all historical versions of the reports will be kept. Note: It's important to remember that this option can quickly build up quite a large amount of data, so use this option sparingly.

Max Size

The maximum size for data to be saved in cache or in the database where version history is required.

Max Items Displayed

The maximum number of items to be displayed on the history drop down list for management information reports.

Delete Period

After what period of time should archived reports be deleted.

Category Security

You can secure your categories to restrict users’ access to the report writing and view capability for the selected category. The options for setting the security are as follows:

  1. Unsecure Content (people can access this without logging on)
  2. Secure (users will have to logon before being able to view the content – but all users of your site will be able to view it).
  3. Access Security Level Required – only selected users will be able to access this content.

If you choose to secure the category then you must select a person or group and then the level of access that they are permitted. Three types of access exist:


Users will only be able to read the content but not create new items of this type of content.

Edit & Update

If a content item exists a user will be able to edit and update an existing piece of content but not create new or delete items in this category. They will also be able to read all content in this category.


Users with delete access will be able to read, edit, create and delete content of this type. You must have at least one person with delete access.


If you want all your users to be able to read the item make sure you have a group created with all your users. Use this group for read access.

When you have selected a person, and or a group click add to add them to the access list. You can have as many groups and people in the list as you wish. You cannot finish the process if you do not have at least one person or group with delete access. Select a person with delete access to finish.