Navigation Bar and Browsing through the Application
Initially when you login to the application, the following screen appears:
On the top, you receive three controls:
- The logout button which will take you back to the initial login screen.
- The Group / Hierarchy selector, where you can select your current group and hierarchy.
- The settings button, where you can change your account settings.
In the navigation bar below you can switch between Reports, Ad-Hoc-Reports and Documents. In each of those sections, you can filter the view by selecting “All” (showing all according items), “Favorites” (showing only the items that have been marked as Favorite) and “History” (showing all the items that you have previously opened).
In the search bar, you can search for strings and the button on the right of the search bar lets you switch between showing the items in a tile view and a list view.
Below that, the items of the section you have chosen in the navigation bar are shown:
List view representation of items
Group / Hierarchy Selector
After tapping the Group / Hierarchy selector, the following screen appears, where you can select your report group / hierarchy as you are used from Jedox Web. This changes the set of reports shown in the app and also modifies the storage destination of Ad-Hoc-Reports in Jedox Web.
If you tap on your account logo / connection on the top of the settings screen, you will be taken to a screen where you can edit your account information like account name, server URL and credentials. You can also delete the current account from Jedox Mobile in this screen:
In the settings-screen you can enable / disable the following account settings:
If you choose this option, you don’t have to enter the account password every time you want to log in to the account. Please don’t choose this option if your device is accessed by persons who aren’t allowed to log in to your Jedox account.
If checked, Jedox Mobile automatically logs in to the last used account without showing the login screen again. You can disable this feature later by logging out of the active session and editing your account.
Enable Touch ID
This option is only available on devices with Touch ID support!
If checked, your Touch ID (fingerprint sensor) is required every time you want to log in. This adds another layer of security to your account. In some cases, it might be sufficient to save the password but require the Touch ID in order to log in.
Filter by device
If enabled, only reports suitable for your device are shown that have been previously tagged either as “phone” or “tablet” in Jedox Web (please see KB article Tags in Jedox Mobile).
Load with predefined orientation
If enabled, the screen orientation is turned according to the tag that has previously been set in Jedox Web (landscape or portrait, please see KB article Tags in Jedox Mobile).
Enable offline mode
If enabled, each time a connection to a Jedox instance is established, new documents are downloaded to the device that can be accessed through the app later on even if there is no connection to a Jedox instance anymore.
A timeout can be set here after which the login process is stopped, and it is assumed that the server is not reachable. This timeout can be increased if a slow connection is used to prevent the app from timing out in the login process.
By long-pressing on an item (Report, Ad-Hoc-Report, Document), a context menu opens and offers different options that can be applied to the according item:
By tapping on the star-shaped button, the report will be marked as a favorite and is from then on accessible in the “Favorites” section below the navigation bar. A report can also be renamed by tapping on the “Rename” button. Please note that report names must be unique (it’s not allowed to have two reports with the same name).
Ad-hoc Reports can be duplicated or renamed by tapping on the “Duplicate” or “Rename” button. Please note that Ad-hoc report names must be unique (it’s not allowed to have two Ad-Hoc reports with the same name). Tapping on the star-shaped button will mark the Ad-Hoc report as a favorite and it will then be available in the “Favorites” section below the navigation bar. By tapping on “Delete”, an Ad-Hoc report can be deleted from the server.
After tapping the “Rename” button, a popup-window will appear recommending a slightly changed name. You can change this recommendation to a custom unique name.
Tapping on the star-shaped button will mark the document as a favorite and it will then be available in the “Favorites” section below the navigation bar. A document can be renamed by tapping on the “Rename” button. Please note that document names must be unique (it’s not allowed to have two documents with the same name).
The navigation bar is described in the article Mobile Reports & Documents.