Mobile App - Clarizen Reports

Introduction

View your reports from anywhere in the mobile app, available for iOS and Android phones and tablets.

comb2.png

Note: Reports are view-only and cannot be edited in the app.

In the app, you can find the same folders and reports available in Clarizen's web app. 

In a report, you can:

  • Navigate between report tabs, see business questions and highlights
  • View pie, bar/column, line, and mixed charts
    Note: Other chart types are not yet supported
  • View data tables
  • Use run-time filters
    Note: Picklist values and object selections are disabled

Note: The following features are not yet supported:

  • Time-phased Crosstab tables
  • Grand totals
  • Filtering
  • Sorting
  • Conditional formatting

Downloading the App

Download the app from the Apps Store or Google Play Store

mceclip0.pngmceclip1.png

Using the App

  1. After downloading the app, enter your credentials using a username and password, or use SSO (Federated Authentication).
    Click Forgot Password? to reset your password.
    1.png
  2. Find or search for a report folder. 
    mceclip1.png
    Note: The All Reports folder is not displayed.
  3. Click on a report to open it.
    2.png
  4. You can now navigate between tabs, view highlights and business questions, analyze charts, and view the Data Table.
    3.png
    4.png

Settings 

Open the Settings tab to:

  • Log out
  • View Help topics
  • Get support
  • View the privacy policy

mceclip4.png

Known Issues

  • In some reports, not all highlights are displayed.
  • The Customer name in a grouping may be incorrect.

 

Have more questions? Submit a request

Comments