When R365 Intelligence is enabled, users with Intelligence access can view their dashboards from their R365 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.
Dashboards can only be edited from the web version of R365 Intelligence. Learn more about editing Dashboards.
Navigation
Navigation Menu
Select More from the bottom tab bar.
Select Intelligence.
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.
Field/Column | Description | |
|---|---|---|
1 | Search | Filters the list of dashboards for the entered characters/keywords. |
2 | Name | The name of the dashboards.
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3 | Access | Lists all the users that have access to the designated dashboard. |
Dashboard Screen
To view reports and dashboards, 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. Learn more about using the responsive preview.
Button | Description | |
|---|---|---|
1 | Dashboard Table of Contents | Opens the table of contents to navigate directly to different pages/chapters of the dashboard (if available).
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2 | Options menu | Opens the menu of dashboard options:
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