Available for download on both iOS and Android, Incorta Mobile empowers business teams to quickly access data and make decisions on the go. As the world’s first unified data analytics experience for mobile devices, users now have a powerful and convenient way to access, view, and analyze business data from anywhere, at any time, with the ability to drill down into specific transaction details. The mobile-native apps are built for power users and novices alike, and provide mobile shortcuts and other optimizations for small screens. This article will discuss proven practices for mobile reporting to ensure your organization is getting the most out of Incorta Mobile.
We recommend that you be familiar with these Incorta concepts before exploring this topic further:
You may also want to install Incorta Mobile.
These concepts apply to version 5.1 and above of Incorta for customers implementing Incorta on-premises or in their own cloud, and all versions for those customers using the Incorta Cloud.
For the most effective mobile reporting, it is best to understand the use cases for mobile users. Most people on the go are looking for a quick high level summary, or a very specific metric or KPI. Focus on identifying how your users will use information on the go and (for now) do not worry about what format they expect to see the data in.
Mobile design should go beyond assuming shrinking a normal report down to a mobile-sized screen will work for every case. Mobile devices utilize a different user interface, relying on taps and swipes versus a mouse and keyboard, and obviously feature a much smaller screen. While many of your Incorta dashboards will be usable as-is on mobile devices, for more complex or tabular reports it may be worth re-designing a mobile-first version of the report. Before you begin building new reports, take the time to sample your existing reports that fulfill mobile use cases through the mobile app. Determine which ones lend themselves to the mobile form factor and which ones should be re-designed.
Note: Incorta Mobile currently supports all insight types except for Advanced Map and Organizational Chart
If you determine a subset of dashboards should be re-designed for mobile, keep in mind the following best practices to design the most effective suite of mobile reports: