This article covers the R365 Intelligence capabilities for the R365 App.

When R365 Intelligence is enabled, users with Intelligence access can view their dashboards from their R365 mobile 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. To read more about editing Dashboards, click here.

This article covers the following:

R365 Intelligence is an add-on feature. To learn how you can enhance your R365 experience with Intelligence, contact your CSM or submit a support ticket!

Users can open mobile Intelligence by opening the left navigation menu and tapping Intelligence.

This will open the R365 Intelligence home screen.

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. 

Navigation MenuTap to open the mobile navigation menu.
SearchTap and type in keywords to search for a specific dashboard.
NameThe name of the dashboards.

Tap the column header to reorder the names in alphabetical order.

Double-tap a dashboard entry will open the dashboard in view mode.
Access ColumnThis column lists all the users that have access to the designated dashboard.

When 'Public,' all Intelligence users in an organization have access to view the dashboard. 
NotificationsTap to open the notification queue.

Viewing a Dashboard

To view reports and dashboards, double-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. Read more about using the responsive preview, here

Users can navigate to the view of different pages or chapters (if available) by clicking the page button at the top of the screen. This button will feature the name of the page with an arrow icon. When tapped, the dashboard table of contents will slide out so that users  can tap which dashboard page to view.