Version 2021

Configuring the Home Screen for iPhone, iPad, and Android Devices

You can specify whether the user is presented with the default MicroStrategy Mobile home screen, a folder or report that you specify, or a custom home screen when they open the MicroStrategy Mobile application. To do this, configure the settings in the Home Screen tab of the Mobile Configuration.

Configure the Home Screen

  1. From the Mobile Configuration, select the Home Screen tab.
  2. To display the default MicroStrategy Mobile home screen when the application is started, select Display the default home screen. The default home screen contains buttons for Shared Library, Reports, Settings, and Help.
  3. To display the contents of a folder when the application is started:
    1. Select Display the contents of a folder.
    2. Click the down arrow next to the Object field. A dialog box opens.
    3. From the Project drop-down list, select the project that contains the folder you want to display. This must be a project that the configuration has been granted access to on the Connectivity Settings tab.
    4. In the User name and Password fields, type the user name and password to log in to the project.
    5. Browse to the folder and click Current folder. The dialog box closes and the browse folder is specified in the field. This is the root folder where the Mobile user begins browsing for reports and documents.
    6. By default, Mobile Server checks for a cached subscription when a Mobile user selects a report or document from the browse folder. To execute the report or document without checking for a cached subscription, clear the Check subscription check box. Disabling this option ensures that reports and documents are updated, but this execution requires more time than displaying cached subscriptions.
    7. You can configure the application to cache and preload the contents of a folder in the background when the application reconciles. This feature creates a faster response time for the contents of the desired folder, and allows you to cache objects on the mobile device without requiring users to manually execute them. To enable cache preloading, select the Pre-cache contents at startup check box.

      To increase the execution performance of pre-cached objects that do not have server side caching enabled, specify an appropriate amount of time for local caches to remain valid. To do this, enter the amount of time in the Cache real-time data for field in the iPhone Settings, iPad Settings, Phone Settings, or Tablet Settings tab. For detailed instructions on configuring this option, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

  4. To create a customized home screen, select Display a custom home screen. Specify the options for each button.

    For detailed instructions on how to create a custom home screen, see Creating a Custom Home Screen.

  5. Click Save.

Creating a Custom Home Screen

When you create a configuration for MicroStrategy Mobile, you can choose to display a report or document on the home screen, customize the application's home screen, or use the default home screen.

Displaying a Single Report or Document as the Home Screen

You can customize the home screen to displays a single report or document when the application is started. To improve the start up performance of this report or document, configure it to pre-cache.

To Display a Single Report or Document when the Application Starts

  1. Select Display a custom home screen.
  2. Select Display a report or document.
  3. Click the down arrow. A project login dialog box opens.
  4. From the Project drop-down list, select the project that contains the folder you want to display. This must be a project that the configuration has been granted access to on the Connectivity Settings tab.
  5. In the User name and Password fields, type the user name and password to log in to the project.
  6. Browse to the report or document and select it. The dialog box closes and the report or document is specified in the field.

Pre-Caching Reports, Documents, and Supporting Objects

  1. You can configure the application to cache and preload a report or document and its supporting objects folder in the background when the application reconciles. This feature creates a faster response time for the report or document you choose to display at startup.

    To increase the execution performance of pre-cached objects that do not have server side caching enabled, specify an appropriate amount of time for local caches to remain valid. To do this, enter the amount of time in the Cache real-time data for field in the iPhone, iPad, Phone, or Tablet Settings tab. For detailed instructions on configuring this option, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

  2. To enable cache preloading for a report or document, click +.
  3. From the Action drop-down list, select Run report or document.
  4. From the Object drop-down list, select the desired report or document.
  5. From the Include a folder of supporting objects drop-down list, select a folder that includes supporting objects for your report or document. The contents of this folder are pre-cached at startup.

Pre-Caching a Folder of Supporting Objects

  1. To enable cache preloading for a folder, click +.
  2. From the Action drop-down list, select Browse folder.
  3. From the Root drop-down list, select the desired folder. The contents of this folder are pre-cached at startup.
  4. To execute the report or document without checking for a cached subscription, clear the Check subscription check box.

    You can also pre-cache online content. For steps, see Pre-Caching Online Content on the Mobile Device for Offline Use.

Displaying a Progress Bar for Subscriptions and Pre-Caching

On the iPhone or iPad, if the home screen is a report or document, you can display a progress bar along the bottom of the screen to measure the progress for subscription synchronization and pre-caching.

  1. Select Display a progress bar for subscriptions synchronization and pre-caching.
  2. To change the color of the progress bar, click the Color drop-down list and select the desired color.
  3. Click Save.

Configuring the Home Screen for iPhone and Android Phone

The default home screen for MicroStrategy Mobile on iPhone and Android Phone includes the following buttons:

  • Shared Library: Opens the Projects screen, which displays a list of all projects that the device has been configured to access.
  • Settings: Opens the Settings screen. If the Allow users to access Settings check box (in the iPhone Settings tab) is cleared, the Settings screen displays version information and the status of the application. If this check box is selected, the Settings screen also displays configuration settings such as the memory limit.
  • Help: Opens the Help for the application.

You can configure the home screen to display the contents of a folder, or a single report or document.

You can also customize the home screen to display a set of custom buttons. Each button can perform one of the following actions:

  • Run a report or document
  • Browse a specific folder
  • List the projects available in the application
  • List all reports or documents the user has subscribed to
  • Open the Settings screen
  • Open the Help for the application

Depending on how many buttons you define, the buttons are arranged as follows:

  • If the home screen has one to four buttons, the buttons are arranged in one column of four rows.
  • If the home screen has five or six buttons, the buttons are arranged in two columns of three rows.
  • If the home screen has seven to nine buttons, the buttons are arranged in three columns of three rows.
  • If the home screen has more than nine buttons, the buttons are arranged in multiple pages. Each page contains three columns of three rows of buttons.

To Create a Custom Home Screen for Android Phone

  1. On the Mobile Configuration page, define a new configuration, or modify an existing configuration.

    For instructions on how to define a new configuration, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

  2. Select the Home Screen tab.
  3. Select Display a custom home screen.
  4. Select Display a custom list of folders, documents, or reports. A preview of the custom home screen is displayed on the left, and the customization options are displayed on the right.

Define the Buttons

  1. Select a button in the preview.
  2. From the Buttons drop-down list, select Action.
  3. From the Action drop-down list, specify the action that you want the button to take:
    • Run report or document: Executes a specific report or document. To specify the report or document, click the arrow next to Object, select the project containing the report or document, log in, and browse to the report or document. To create faster response times on iPhone by pre-caching the document or report in the background when the application starts, select the Pre-cache contents at startup check box. To pre-cache the supporting objects for the report or document on iPhone or Android Phone, select the desired folder from the Include a folder of supporting objects drop-down list.

      To increase the execution performance of pre-cached objects that do not have server side caching enabled, specify an appropriate amount of time for local caches to remain valid. To do this, enter the amount of time in the Cache real-time data for field in the iPhone Settings or Phone Settings tab. For detailed instructions on configuring this option, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

    • Browse folder: Opens a specific folder. To specify the folder, click the arrow next to Root, select the project containing the folder, log in and browse to the folder.

      You can allow MicroStrategy Mobile for iPhone users to browse folders made available over the web through the WebDAV protocol. To do this, you must create an External Mobile Folder and specify it as a Browse Folder. For detailed steps to create an External Mobile Folder, see the Advanced Reporting Help.

      By default, Mobile Server checks for a cached subscription when a Mobile user selects a report or document from the browse folder. To execute the report or document without checking for a cached subscription, clear the Check subscription check box. Disabling this option ensures that reports and documents are updated, but this execution requires more time than displaying cached subscriptions.

      To create faster response times on iPhone or Android Phone by pre-caching the folder in the background when the application starts, select the Pre-cache contents at startup check box.

      To increase the execution performance of pre-cached objects that do not have server side caching enabled, specify an appropriate amount of time for local caches to remain valid. To do this, enter the amount of time in the Cache real-time data for field in the iPhone Settings or Phone Settings tab. For detailed instructions on configuring this option, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

    • Go to Reports: Opens the Reports screen on the iPhone, which displays the reports and documents the user has subscribed to.
    • Go to Subscriptions: Opens the Subscriptions screen on Android phones, which displays the reports and document the user has subscribed to.
    • Go to Settings: Opens the Settings screen. If the Allow users to access Settings check box (in the iPhone Settings or Phone Settings tab of the Mobile Configuration page) is cleared, the Settings screen displays version information and the status of the application. If this check box is selected, the Settings screen also displays configuration settings such as the memory limit.
    • Go to Shared Library: Opens the Shared Library screen, which displays a list of all projects that the device has been configured to access.
    • Go to Help: Opens the Help for the application.
  4. From the Buttons drop-down list, select Caption.
  5. In the Caption field, type the text to be displayed on the button.
  6. In the Description field, type any notes about the button. This field is only for reference within the configuration, and is not visible to the user.
  7. To change the image used for the button's icon:
    1. From the Buttons drop-down list, select Icon.
    2. Select Use my own.
    3. In the Image URL field, specify the location of the image to use as the icon for the button.
  8. To add a new button, click Add a button. The button is displayed in the preview.
  9. To delete a button, select the button and click Remove a button.

Configure the Button Display

  1. From the Format drop-down list, select Button Style.
  2. From the Border Color color picker, select the color used in the outline of the button.
  3. From the Fill Color color picker, select the color used in the background of the button.
  4. From the Font Color color picker, select the color of the font used in the button captions.
  5. From the Style drop-down list, select the style to apply to the buttons:
    • Glass: Same as Flat, but with a gloss applied on top of the background and icon.
    • Flat: The Border Color and Fill Color properties (see below) define a background for the button. The active area of the button includes the icon and the background.
    • None: No background is used. The only active area of the button is the icon itself. The Border Color and Fill Color properties (see below) are ignored when this style is selected.

Specify the Background

  1. From the Format drop-down list, select Background.
  2. To set the background to a specific color, select Fill Color and, from the color picker, select that color.
  3. To use a custom image as the background, select Image, and specify the location of the image in the Image URL field.

    The image must be no larger than 320 pixels wide and 416 pixels high.

Configure the Title Bar

  1. From the Format drop-down list, select Title Bar.
  2. To specify text to be displayed in the title bar, select Caption and, in the field, type the text to be displayed. MicroStrategy Mobile is displayed by default.
  3. To display an image as the title bar on the iPhone, select Image URL and, in the text field, specify the location of the image.

    The image must be no larger than 232 pixels wide and 44 pixels high.

  4. When you are ready to save the custom Home screen with the configuration, click Save. The configuration and the custom home screen are saved.

Configuring the Home Screen for iPad or Android Tablet

The default home screen for MicroStrategy Mobile on iPad and Android Tablet displays all projects that the device has been configured to access. In the menu bar it displays the following options:

  • Home or Shared Library: Displays the list of projects.
  • Enable Reports Tab or Enable Subscriptions Tab: Displays the reports and documents the user has subscribed to.

On the iPad, the application also has an in the upper right. Tapping on iPad or hitting the menu button on an Android tablet brings up a menu with the following options:

  • Settings: Displays version information and the status of the application. If the Allow users to access Settings check box (in the iPad Settings or Tablet Settings tab of the Mobile Configuration page) is selected, the Settings screen also displays configuration settings such as the memory limit.
  • Help: Displays the Help for the application.

You can configure the home screen to display the contents of a folder, or a single report or document. You can also customize the home screen to display a set of custom buttons. These buttons are displayed in a list. Each button can perform one of the following actions:

  • Run a report or document
  • List the reports or documents in a folder
  • List the projects available in the application

To Create a Custom Home Screen for iPad or Android Tablet

  1. In the Mobile Administrator home page, in the Mobile Configuration page, define a new configuration, or modify an existing configuration.

    For instructions on how to define a new configuration, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

  2. Select the Home Screen tab.
  3. Select Display a custom home screen.
  4. Select Display a custom list of folders, documents, or reports. A preview of the custom home screen is displayed on the left, and the customization options are displayed on the right.

Define the Buttons

  1. Select a button in the preview.
  2. From the Action drop-down list, specify the action that you want the button to take:
    • Run report or document: Execute a specific report or document.
      • To specify the report or document, click the arrow next to the Object field, select the project containing the report or document, and browse to the report or document.
      • To create faster response times on iPad or Android Tablet by pre-caching the document or report in the background when the application starts, select the Pre-cache contents at startup check box.
      • To pre-cache the supporting objects for the report or document, select the desired folder from the Include a folder of supporting objects drop-down list.
      • To ensure that pre-cached objects are used by the application, select the Cache real-time data for check box in the iPad Settings or Tablet Settings tab.

        For detailed instructions on configuring this option, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

    • Browse folder: Open a specific folder. To specify the folder, click the arrow next to the Root field, select the project containing the folder, and browse to the folder.

      You can allow MicroStrategy Mobile for iPad users to browse folders made available over the web through the WebDAV protocol. To do this, you must create an External Mobile Folder and specify it as a Browse Folder. For detailed steps to create an External Mobile Folder, see the Advanced Reporting Help.

      By default, Mobile Server checks for a cached subscription when a Mobile user selects a report or document from the browse folder. To execute the report or document without checking for a cached subscription, clear the Check subscription check box. Disabling this option ensures that reports and documents are updated, but this execution requires more time than displaying cached subscriptions.

      To create faster response times by pre-caching the folder in the background when the application starts, select the Pre-cache contents at startup check box.

      To ensure that pre-cached objects are used by the application, select the Cache real-time data for check box in the iPad or Tablet Settings tab. For detailed instructions on configuring this option, see Configuring MicroStrategy Mobile for iPhone or iPad or Configuring MicroStrategy Mobile for Android.

    • Go to Shared Library: Open the Shared Library screen, which displays a list of all projects that the device has been configured to access.
  3. To add a new button, click Add a button. The button is displayed in the preview.
  4. To delete a button, select the button and click Remove a button.
  5. To move a button up or down in the display, select the button and click Move down or Move up.

Specify the Contents of the Home Screen Selector

  1. Select the check box next to each item that you want to appear in the Home screen:
    • Enable reports tab: On the iPad, adds a Reports tab to the home screen, which displays the reports and documents the user has subscribed to.
    • Enable subscriptions tab: On Android tablets, adds a Subscriptions tab to the home screen, which displays the reports and documents the user has subscribed to.
    • Settings: Adds Settings to the menu on the iPad or the menu button on an Android tablet. Tapping Settings displays version information and the status of the application. If the Allow users to access Settings check box (in the iPad Settings or Tablet Settings tab of the Mobile Configuration page) is selected, the Settings screen also displays configuration settings such as the memory limit.
    • Help: Adds Help to the menu on the iPad or the menu button on an Android tablet. Tapping Help displays the Help for the application.
  2. Click Save.