Custom dashboards can be viewed on the Amplify mobile companion app, from its Favourites tab. A dashboard needs a mobile layout turned on by an administrator, and then needs adding to your favorites in Amplify, before it's shown in the app.
This article covers both the Advanced and Simple Models. It needs the mobile companion app — see Mobile Companion App. For custom dashboards themselves, see Custom Dashboards.
Turning on a dashboard's mobile layout
An administrator chooses which custom dashboards can be shown on mobile. To turn on a dashboard's mobile layout:
- Navigate to Administration > Custom Dashboards. The page lists your organization's custom dashboards under Review Reports.
- In the Mobile Layout column, turn on the toggle for each dashboard to show on mobile.
- Click Update.
The Mobile Layout column is only shown where the mobile app is enabled for your organization. For the page's other settings, see Configuring Custom Dashboards.
Viewing a dashboard on mobile
The app shows the dashboards in your favorites that have a mobile layout. To view a dashboard on mobile:
- In Amplify, open the dashboard on an initiative.
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Click the favorite icon to add it to your favorites. For a dashboard with a mobile layout, the icon's tooltip is Favourite Desktop & Mobile.
Adding a dashboard to your favorites. - Check your Favourites on your Personal Dashboard. A dashboard that can be viewed on mobile is tagged Mobile — hover over the tag to see that it's accessible on the mobile app. See Personal Dashboard.
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In the mobile companion app, tap Favourites. Your favorite dashboards are listed.
The Favourites tab. -
Tap a dashboard to open it.
A dashboard in the app.
Where the dashboard has more than one page, move between them with Previous Page and Next Page at the bottom of the screen.
For setting up custom dashboards, see Configuring Custom Dashboards. For the app's other features, see Mobile Companion App.