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The drag and drop report builder provides you with an easy to use report creation wizard that assists to create both simple and sophisticated analytical reports. In this section the steps required to create a basic report will be covered.

When you create reports you will be using the report builder wizard which takes you through the steps to create a report. These steps will be determined by some of the options you choose along the way, including:

  • Choosing the type of builder to use
  • Selecting the source of data you wish to query
  • Choosing the fields you want to have on your report
  • Determining Filters and Sections
  • Choosing the layout of your Report

Included in the report builder are a number of sections:

  1. Initialise Report
  2. Report SQL
  3. Report Data
  4. Report Filters
  5. Related Reports

Initialise Report

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.

See Initialise Report for more information.

Report SQL

This allows you to define the SQL that the report will be based on, rather than using a Yellowfin view.
Note: This step will only be available if the Freehand SQL builder option was selected at the Initialise Report step.

See Freehand SQL Reports for more information.

Report 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.

See Report Data for more information.

Report Filters

The filters page allows you to set up conditions to return only certain values rather than returning all the data from a selected view. For example, you can specify customer segments for particular organisation units.

See Filters 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.

See Related Reports for more information.