When R365 Intelligence is enabled, users with Intelligence access can view their dashboards from their R365 mobile app. With the app, users can access their created reports any time, anywhere from their mobile device. From mobile dashboard view mode, users can toggle between created dashboard filters or panels, if needed.
This article covers the following:
R365 Intelligence is an add-on feature. To learn how you can enhance your R365 experience with Intelligence, contact your CSM or submit a support ticket!
Users can open mobile Intelligence by opening the left navigation menu and tapping Intelligence.
This will open the R365 Intelligence home screen.
Intelligence Home Screen
The Intelligence home screen is home to the dashboard library, a list of all created dashboards that the user has access to. This list includes all dashboards created by the user, all public dashboards, and all dashboards that have been shared with the user.
|Navigation Menu||Tap to open the mobile navigation menu.|
|Search||Tap and type in keywords to search for a specific dashboard.|
|Name||The name of the dashboards.|
Tap the column header to reorder the names in alphabetical order.
Double-tap a dashboard entry will open the dashboard in view mode.
|Access Column||This column lists all the users that have access to the designated dashboard.|
When 'Public,' all Intelligence users in an organization have access to view the dashboard.
|Notifications||Tap to open the notification queue.|
Viewing a Dashboard
To view reports and dashboards, double-tap the desired dashboard from the list. This will open the dashboard into view mode. Users can then scroll through the responsive view of their dashboard as well as tap through any selectors or panels that may exist on the dashboard. Visualizations with lengthy lists are scrollable so that all the information in the dashboard is visible.
From the web version of Intelligence, users can rearrange visualizations and click the 'responsive view' icon, which allows users to see how their dashboard will look in the R365 App. Read more about using the responsive preview, here.
Navigating to Different Pages/Chapters
Users can navigate to the view of different pages or chapters (if available) by clicking the page button at the top of the screen. This button will feature the name of the page with an arrow icon. When tapped, the dashboard table of contents will slide out so that users can tap which dashboard page to view.