Mobile App Navigation

Home Overview

Once you log in, you will automatically access the Home section, which displays your "Recently viewed" and "Pinned" items. When you scroll down, you will also find the "Discover" section.

Recently viewed: shows the last 5 open reports. Swipe the tiles to the left to "See all".

Pinned: shows a list of your pinned reports and files. The number of pinned reports displayed depends on the screen size of your device. To access all reports, tap the "See all" option at the bottom of the list.

Discover: this section provides you with quick and easy access to the following Jedox websites:

  • Online Help: direct access to "Jedox Resources", a compilation of industry / trend webinars, e-books, white papers, and more.
  • Training: here you will find information about Jedox certifications provided by the Jedox Academy.
  • Blog: direct access to the Jedox Enterprise Performance Management (EPM) Blog.
  • Support: in case of questions, feedback, or issues, contact Jedox Support.
  • What’s new: learn about Jedox Platform’s latest features, enhancements, and fixes.

You can also "Customize your home" screen from the Settings section.

Reports Overview

The "Reports" section offers access to all reports and files available in your account, such as Jedox Spreadsheets or Canvas.

You will find the following options in the upper right corner:

  • View mode: switch between list and thumbnail mode.

  • Select reports: select the "Group and Hierarchy" in which the reports are stored.

  • Active reports: view all currently open files to navigate between them or close them all.

While the Mobile App allows you to scroll anywhere, including within reports, zooming is not available.

Search for your reports or Canvas

  1. Select a "Group and Hierarchy".

  2. Use the "Search" bar to locate specific files within this selection. As you type, all reports containing the characters you entered will be displayed. Tap on the matching search result to access the file you are looking for.

Pin your most used reports

Tap the ellipse button next to the file name to pin or unpin your files.

Models Overview

Models: Jedox Models are prebuilt components for building integrated planning, analysis, and reporting processes. All installed Jedox Models will be displayed here. For more information on Jedox Models, see the Jedox Models Overview article.

For more information, see Web Reports & Canvas on Mobile and Mobile App Settings.

Updated September 25, 2024