Running reports and documents

You can locate and run reports and documents in the following ways:

• Running them from a list of subscribed-to reports and documents. For steps, see Running subscribed-to reports and documents.
• Browsing to their location within a project. For steps, see Locating and running reports and documents.
• To update the list of reports and documents, drag the screen down.

Running subscribed-to reports and documents

You can quickly access reports and documents that you have subscribed to using the Subscriptions button in the navigation menu on the left.

Subscribing to a report or document causes your iPhone to automatically download the report or document on a defined schedule, which allows you to open the report or document quickly and access it at any time. For steps to subscribe to a report or document, see the MicroStrategy Web Help.

To run subscribed-to reports and documents

1. Within MicroStrategy Mobile, swipe to the right to display the navigation toolbar.
2. Tap Subscriptions. A list of subscribed-to reports and documents is displayed.

3. Tap a report or document on the list to run it. The report or document is displayed.

   For information on viewing and navigating reports, see Viewing and navigating data in a grid or graph report.

   For information about viewing and navigating documents, see Viewing and navigating data in a document.

Locating and running reports and documents

You can run reports and documents by navigating to where they are located within a project that your iPhone is connected to.

To locate a report or document, you must have the proper permissions in MicroStrategy to access the folders containing the report or document. For information about the permissions that are assigned to you, contact your administrator.

To run reports and documents from a folder within a project

1. From the default Home screen, tap the name of the project you want to browse. The folders within the selected project are displayed.
2. Browse to the folder that contains the report or document that you want to run. A list of reports and documents is displayed.

3. The icon next to the report or document name indicates whether it is a grid report, graph report, document, or dashboard.

   • Grid reports:
   • Graph reports:
   • Documents:
   • Dashboards:

4. To make it easier to find the report or document you want, you can sort the contents of the folder by name, the date the file was last modified, or the type of file. Tap the Sort icon at the top. Select Name, Last Modified, or Type, depending on how you want to sort the folder.

   You can also sort by the date the files were last downloaded to your iPhone. From the navigation menu, select Settings. Turn on Show Timestamp Options. Return to the screen with the files you want to sort, tap the Sort icon , then select Last Updated.

5. To view the report or document details, tap the i info button next to the report or document's name. A description of the report or document displays, along with the dates it was last modified and refreshed.

   To return to the list of reports and documents, tap the back arrow icon at the top of the screen.

6. Tap a report or document on the list to run it. The report or document is displayed.

   For information about viewing and navigating reports, see Viewing and navigating data in a grid or graph report.

   For information about viewing and navigating documents, see Viewing and navigating data in a document.

As you navigate the projects you are connected to, the name of the folder you are currently in displays at the top of the screen. To return to a folder you were in before, swipe the current folder's name to the right, then tap the name of the folder you want to return to.