Version 2021

 

Designing Reports and Documents for Mobile Devices

This chapter contains steps to design reports and dashboard-style documents in MicroStrategy Web, for display and use on mobile devices such as iPhones, iPads, and Android-based phones and tablets. These can be standalone documents or documents that are part of a mobile app. This chapter also contains best practices for designing reports and documents that perform well and are easy to use. The following topics are covered:

Best practices for designing reports and documents for mobile devices. Designing a MicroStrategy report or dashboard-style document that is viewed on iOS and Android devices requires the use of device-specific document features. This section discusses best practices for using these features.
Creating documents for mobile devices. This section describes the ways in which you can design dashboard-style documents for iOS- and Android-based devices, and to use features specifically designed for these devices.
Allowing users to filter data: prompts. A prompt is a question that the system presents to a user when a report is executed. The user's answer determines the data that is returned by the report. Specific prompts can be added to a report for use on a mobile device that has the MicroStrategy Mobile application.
Allowing users to filter data using filter panels. You can create a panel of selectors in a dashboard-style document that acts as a filter panel, where users decide what data in the document is displayed by making selections in the panel.
Organizing transactions with tables on iOS devices. A user can interact with data and send those interactions back to the data source. For example, a user can add a new customer contact name and details while on-site with the customer, and send the new data back to be recorded in the data source immediately. Transactions allow users to make decisions and write back to the data source. If you have multiple input object controls on a document displayed on an iOS device, you can create a transaction table to group and organize the controls.

Prerequisites

This chapter assumes that you know the nature and structure of your company's data, which users will analyze in business intelligence reports and documents.
This chapter assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so.

For information on designing MicroStrategy reports, see the Basic Reporting Help. For information on designing dashboard-style documents, see the Document Creation Help.