Refreshing report data and viewing archived reports

When you save a report, you can apply one of the following refresh options:

  • None
  • Manually
  • Periodically

For more information, see Saving-and-providing-access-to-reports. If your report is not automatically refreshed, the data you see when you open the report might be relatively old. The age of the data is displayed under the menu bar.

Best practice
For more information on the criteria around how often and when a report on a dashboard tab must be refreshed, see the Yellowfin documentation at What is the criteria around how often and when a report on a dashboard tab is refreshed?

For more information on performance related issues, see the knowledgebase article at Smart Reporting Troubleshooting Performance Issues.

To view archived report versions

Note

To use this function, the report subcategory used must allow for version histories. See Report Version History for more information.

When a report is refreshed, and archiving is enabled, all versions are saved in the history on the left navigation panel, and you can view different versions of the report.

  1. Click History.
    01viewHistory.png
  2. Select the version you want to view.

Where to go from here

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