Zoho Analytics Mobile BI app
This app allows you to access your Zoho Analytics data on to go, and stay up-to-date on key performance metrics. The Zoho Analytics Mobile BI app allows you to access your reports and dashboards, and provides various sharing features that facilitate collaboration while on the move. This app is optimized for both iOS and Android platforms, and can be installed on mobiles and tablets.
- Supported devices
- Prerequisites
- Installing the Zoho Analytics Mobile BI app
- Working with the app
- Sharing and collaboration
- App settings
Supported devices
The Zoho Analytics Mobile BI app is optimized for both iOS and Android platforms, and can be installed on the following devices:
- iPhone
- iPad
- Android Phones
- Android Tablets
Prerequisites
Your mobile device should be connected to a network where the Zoho Analytics On-Premise is accessible in order to access reports and dashboards. In order to use the mobile app over the internet, you have to make your Zoho Analytics On-Premise application accessible publicly over the internet.
When offline, you can only see the list of dashboards and workspaces, but will not be able to access them.
The Zoho Analytics Mobile BI app is supported for devices with iOS 9.0 and above, and android versions 4.1 and above.
Your Zoho Analytics On-Premise application should be on build 5000 or above.
The mobile app allows you to access and interact with your Zoho Analytics On-Premise dashboards. However, you will not be able to create new dashboards or workspaces using the app.
Installing the Zoho Analytics Mobile BI app
The following sections detail the process of installing and setting up the app in iOS and Android devices.
Installing on an iOS device
This app is available for free in iOS devices running on iOS 9.0 and above. Follow the steps below to install the app on iOS devices.
Search for the Zoho Analytics Mobile BI app on the App Store, and install it.
Open the installed app, and click the On-Premise button.
To login to Zoho Analytics account with the application's website address, click the Website address toggle button, enter the Zoho Analytics website address, and click Save.
To login with the hostname, navigate to the Hostname tab, enter the hostname and port number, and click Save.
Your mobile app may issue a security warning if you're using the pre-packaged self-signed SSL certificate in your application. It is perfectly safe to bypass this security warning and access the app.
Enter your Zoho Analytics On-Premise username and password in the following screens, and click Sign in.
Click Accept in the page that appears to grant the app access to your Zoho Analytics data.
On successful installation and authentication, your Zoho Analytics dashboards and workspaces will be synchronized with the mobile app.
Note: Only users who have an account in Zoho Analytics On-Premise can login to this app. To download the Zoho Analytics On-Premise application, click here.
Installing on an Android device
This app is available for free in Android devices running on versions 4.1 and above. Follow the steps below to install the app on Android devices.
Search for the Zoho Analytics Mobile Dashboards app on the Google Play Store, and install it.
Open the installed app, and click the On-Premise button.
To login to Zoho Analytics account with the application's website address, click the Website address toggle button, enter the Zoho Analytics website address, and click Connect.
To login with the hostname, navigate to the Hostname tab, enter the hostname and port number, and click Connect.
Your mobile app may issue a security warning if you're using the pre-packaged self-signed SSL certificate in the application. It is perfectly safe to bypass this security warning and access the app. Enter your Zoho Analytics username and password in the following screens, and click Sign in.
Click Accept in the page that appears to grant the app access to your Zoho Analytics data.
On successful installation and authentication, your Zoho Analytics dashboards and workspaces will be synchronized with the mobile app.
Note: Only users who have an account in Zoho Analytics On-Premise can login to this app. To download the Zoho Analytics On-Premise application, click here.
Working with the app
The Zoho Analytics Mobile BI app displays every workspace and dashboard in your Zoho Analytics account under the corresponding sections, and also displays bookmarked views under the Favorites tab. You can also view your recently accessed visualizations and the application settings from the Recents and Settings sections respectively.
Accessing dashboards
The Dashboards section displays every dashboard in your Zoho Analytics On-Premise application. The Owned and Shared tabs allow you to filter between the dashboards that you own, and those that have been shared with you. To view dashboards present in a specific workspace, select the required workspace using the All Workspaces drop-down. You can also switch between grid and list view, and sort the dashboards per your requirements.
Accessing workspaces
You can access every Zoho Analytics workspace from this section. The Owned and Shared tabs allow you to filter between the workspaces that you own, and those that have been shared with you.
On opening a workspace, you can view every report and dashboard in the workspace from the Explorer tab, or access only the reports or dashboards from their corresponding tabs. You can also sort the views present in a workspace using the Sort icon on the top right corner.
Accessing reports
The Zoho Analytics Mobile BI app allows you to access your reports in a read-only manner.
The following interactions are possible:
Tooltip: You can view the chart's tooltip by tapping the corresponding data point. This option is applicable only to charts.
View Underlying Data: You can access a data point's underlying data by double-tapping the required value and selecting the View Underlying Data option.
Drill Down: You can drill-down at a data point by double-tapping the required value and selecting the Drill Down option. This option is applicable only to charts.
Legend: Click the listed legend names to dynamically filter the data series based on the corresponding legend. This is applicable only to charts.
Dynamic user filters: If user filters were included in the report, you can use them to filter the data while accessing the report from the Zoho Analytics Mobile BI app.
Sharing and collaboration
The Zoho Analytics Mobile BI app allows you to easily collaborate with your colleagues in real time, while on the go. You can share, export or add comments to the required view.
Share a view
Follow the steps below to share a view from the Zoho Analytics Mobile BI app:
Open the required view and click the Share icon.
Enter the required email addresses, configure the necessary permissions, modify the email as needed, and click Share. To learn more about Sharing in Zoho Analytics, refer this documentation.
Export a view
Follow the steps below to export a view from the Zoho Analytics Mobile BI app:
Open the required view and click the Export icon.
Select the required format, and export the view to the required location.
Adding a comment
Follow the steps below to collaborate and converse with shared users of the report:
Open the required report, and click the Comment icon.
You can choose to add a comment, or attach a report using the Add Comment and Add Report buttons respectively. You can also add new users to the conversation using the Participants icon. To learn more about commenting in Zoho Analytics, refer this documentation.
App settings
You can access the Zoho Analytics Mobile BI app settings page by clicking the Settings icon on the bottom left corner of the home page.
The following options are available:
Appearance: This section allows you to customize the theme of your Zoho Analytics Mobile BI app.
Server Details: You can configure and modify your server details using this section.
Privacy & Security: The following options are available under this section:
Password lock: This section allows you to specify a password for your mobile app.
Text Copy: Any text copied from the Zoho Analytics Mobile BI app will be stored in your device's clipboard. This option allows you to prevent other applications on your device from accessing this text.
Privacy Policy and Terms of Use: You can access Zoho Analytics' privacy policy and terms of usage from these sections.