Strategy ONE

Navigate Strategy Library

After adding items to your library, you can view them on the Library Home page.

Starting in MicroStrategy ONE (September 2024), the Library Home page is redesigned to simplify object browsing, ensure platform consistency, and improve filtering behavior. By streamlining the interface, filters handle tasks more effectively and align them with the search results page.

Starting in Strategy One (July 2025), the Library Home page is enhanced so that it's quicker to find the content you need. On the sidebar, Recents and Favorites provide quick access to recently-viewed content and favorited objects, while Snapshots displays dashboards, reports, and (beginning in Strategy One (August 2025)) documents that were executed in the background, as well as snapshots created for dashboard subscriptions, document subscriptions, and report subscriptions. The improved search experience helps you find content more efficiently.

To access the Home page, click the Library icon in the top left corner of any dashboard or document viewed in Library or enter the following in your browser:

https://HOST_NAME:PORT/MicroStrategy Library/app

Library Home Page

The Library Home page displays your saved dashboards and reports and documents in a modern format as tiles with Grid View or as a list with List View, if enabled by an administrator. Here you can view your notifications, search for items, or select a dashboard or report or document to interact with. Your administrator can select which components to display in the toolbar or can disable the toolbar.

Sidebar

View and navigate to the Home page, groups, and other environment-specific pages with the left sidebar menu. Your administrator decides which components to display in the sidebar.

Grid View displays dashboards, documents, and reports in a modern format as tiles. List View displays the objects in a compact, informative, and customizable format as a list.

Sort dashboards and documents by name, owner, date added, date updated, date viewed, certification status, or project to enhance overall organization.

Filter dashboards and documents in your library by project, type, owner, status (new or updated), and certification.

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

Create new dashboards, reports, or bots.

Notifications

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

Select content to add a custom group. The new group displays in the sidebar under My Groups.

View links to help or see a tutorial on navigating the Library Home page. Manage your library to remove objects, set your preferences such as language and time zone, and log out of Library.

See the following video on navigating Library:

Once you've explored the Library Home page, View Dashboards in Your Library or View Documents in Your 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.

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.

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 displays when you have a notification.

Starting in MicroStrategy ONE (December 2024), content groups in an application can be pre-cached. When you log into the application in iOS Mobile, the dashboards in content groups with pre-caching enabled download for offline use. You receive a notification indicating the download progress, which updates when the download completes.

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.

Once you've explored the Library Home page, View Dashboards in Your Library or View Documents in Your 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.

Use the drop-down list 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 displays when you have a notification.

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

Account

View links to support or legal, or utilize advanced settings. Use the Account tab to add a new Library. For steps, see Install and Configure Mobile App.

Sort & Filter

Change the sort order or filter your Library by dashboards or documents or status.

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

Collaboration

Information

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.