Mobile App Dashboard Tutorial

Overview#

The mobile app opens in a browser on a mobile device or desktop computer. It links to the same database as BOS Professional.

If you are linked to more than one database, you select one when you sign in.

💡These tutorials explain how to set up dashboards on the desktop app for viewing on the mobile app, and how to view and refresh them.

How to Select Dashboards#

1. From BOS Professional desktop navigate to Custom Reports (e.g. Main Menu > Reports > Custom Reports).
2. Click Menu (button) > Edit Reports.
3. Click the Field Chooser (*) in the first column and click ID (make sure it is checked).
4. Click the ID column to sort the IDs (optional).
5. Write down the ID next to each report you want to view. The dashboard reports should be prefixed by the word Dashboard.
6. Navigate to My Organisation (e.g. Main Menu > Office > My Organisation).
7. On the Staff tab double-click the person whose access you want to set.
8. Click Settings (tab).
9. Enter report in the search block.
10. Click the Value column next to the setting Reports & Dashboard > Dashboard - Reports (ReportID eg. 1,2,3).
11. Enter the numbers of the reports you wrote down in Step 5 separated by commas (e.g. 1510,1511,1512).
12. Edit these settings if required:
    1. Reports & Dashboard > Dashboard - Automatic Refresh = Select Yes to refresh the dashboard every 5 minutes or No to refresh it manually.
    2. Reports & Dashboard > Dashboard - Columns = Enter the number of columns to display.
    3. Reports & Dashboard > Dashboard - Rows = Enter the number of rows to display.
    • Note: These three settings apply to the desktop dashboard only. The mobile app does not read them – it always shows every configured chart in a scrollable grid, and you refresh it with the Refresh button.
13. Click Save (button) to save the setting.
14. Click Close (button) to close the user settings interface (optional).
15. Grant access by following the instructions below: How to Grant User Permissions.

How to Grant User Permissions#

1. Navigate to My Organisation (e.g. Main Menu > Office > My Organisation).
2. On the Staff tab double-click the person whose access you want to set.
3. Click Settings (tab).
4. Enter report in the search block.
5. Click "Edit..." in the Value column next to this setting: Reports & Dashboard > Reports - Access Allowed.
6. Move the reports you want to grant access for from the Available Reports to the Visible Reports.
7. Move the reports you want to revoke access for from the Visible Reports to the Available Reports.
8. Click OK (button) to close the popup.
9. Click Save (button) to save the setting.
10. Click Close (button) to close the user settings interface.

How to View Dashboards on the Desktop App#

1. From the desktop app, navigate to Reports > Dashboard (e.g. Main Menu > Reports > Dashboard).
2. The reports you have access to appear.
3. Click the Refresh symbol next to Menu (button) to refresh the reports.

How to View Dashboards on the Mobile App#

1. Sign in to the Mobile App.
2. Tap Dashboard on the Tile Menu.
3. The dashboard charts appear in a scrollable grid.
   • Note: Each chart loads when you scroll to it; a grey placeholder appears until then.
   • Note: Each chart shows its name, a small total for each series and the chart itself. Hover over or tap a point to see its value (for example, "Sales for March is 1200").
4. To change how a chart looks, tap the menu (three dots) in the corner of the chart and select a chart type: Bar Diagram, Column Diagram, Line Diagram, Pie Diagram, Stacked Area Diagram, Stacked Bars Diagram or Stacked Columns Diagram.
   • Note: A check mark shows the current chart type.
5. Tap Refresh (button) to reload every chart.
   • Note: The button spins while the charts reload and cannot be tapped again until they finish.
6. Tap the back button in the top bar to return to the Home screen.