Navigate Your Library

iOS
Android

Library Home Page

Once you open your Library, a list of saved dashboards and documents appear. Tap the dashboards or documents to view them, or use the icons to search, view notifications, or view your profile.

Sidebar

Use the Library sidebar to view other libraries or Favorites, Recents, Subscriptions, and custom groups. You can also view PDF, Excel, and .mstr files in the Downloads folder.

Account

The Account option appears in the bottom left of the sidebar menu. View app preferences, utilize advanced settings, and view links to Support or Legal.

Tile Format

Tap to view dashboards and documents in a tile format. Tap again to return and view dashboards and documents in a list form.

Sort and Filter

Select the sort order or filter your library by content type or status.

Search

Search globally on documents, dashboards, chapters, pages, attributes, and metrics both inside and outside of Library.

Notifications

View who has shared a dashboard or sent a message on a dashboard in your library and when it was sent. A red dot appears when you have a notification.

Tile Format

Tap Tile to view the contents of your library in tile format or as a list.

In tile format, you can see the name of the item, the author, and when the item was last updated or viewed. The icons on the item will vary depending on the status, certification level, and recent interaction.

New item

Updated item

Certified

Document

Comments

Additional Information

Tap to share, edit, refresh, or delete your dashboard or document. This screen also allows you to rename your dashboard, see the author, when it was last updated, and the number of comments. Tap the dashboards or documents listed under Related Content to view similar data.

Download

Download the dashboard as an .mstr file.

Reset

Reset a dashboard or re-prompt a document.

Remove

Remove the dashboard or document from your library.

Share

Share a link to your dashboard or document from Library.

Library Home Page

Once you open your Library, a list of saved dashboards and documents appear. Tap the dashboards or documents to view them, or use the icons to search, view notifications, or view your profile.

Library

Use the drop-down and tap the Folders tab to see dashboards exported to .mstr files or PDFs, or tap Libraries to view a different Library.

Search

Search for documents, dashboards, chapters, pages, and owner names.

Notification

See who shared a dashboard or sent a comment on which dashboard in your library, and when it was sent. A red dot appears when you have a notification.

Tile Format

Tap to view dashboards and documents in a tile format. Tap again to view dashboards and documents in a list form.