The Case IQ application is integrated with Yellowfin to provide reporting functionality on your Case IQ data. Yellowfin is a business intelligence tool where you can create both simple and sophisticated reports to analyze key metrics in real time and broadcast reports on a scheduled or an event-driven basis.

You can use Yellowfin reports to share and visualize the case information that is tracked and managed in Case IQ with your organization. All data that you enter into Case IQ is stored in a database. The Case IQ database syncs in real-time with the Yellowfin application, so you can use up-to-date data to create reports in Yellowfin. 

The Case IQ Knowledge Base covers the basics of using Yellowfin for Case IQ users in the following articles:

• Create a report, including setting font formatting, configuring data filters, managing multiple data sets, and adding charts. 
• Share a report, which can be automatically sent to recipients on an alert or regular frequency.
• Managing dashboards, or collections of reports on your home view.

For more guidance on advanced features of the application, check out Yellowfin’s Wiki.

When you click the Reports tab in Case IQ, your Yellowfin dashboard will be loaded in the application page. If you have not accessed Yellowfin previously, your dashboard will likely be empty, as shown below.

Click the Menu button to open the menu sidebar from any page in the Yellowfin application and access the following options:

• My Dashboards: open a list of dashboards you have added to your “My Dashboards” list. 
  • Click the arrow to go to the “My Dashboards” page.
  • Click the Plus button to add a dashboard to your “My Dashboards” list.
• Browse: open a list of specific content types.
  • Click the arrow to view all content added to your Yellowfin application.
• Administration: open a list of settings categories. Read more on application settings in the Yellowfin Wiki Administration article.
  • Click the arrow to access the Administration page.