My Workspace || Mobile App

Introduction

At present, users can create personalized reports using the report builder, but their ability to access and analyze these reports relies on web applications. The "My Workspace" feature in our Android app empowers college users to effortlessly manage and navigate through their reports and analytics, enhancing their overall experience. This comprehensive guide will walk you through the functionalities of this feature, ensuring you make the most out of it.

 

Getting Started

Upon logging into the app, users will notice a new menu item named "Reports & Analytics". This marks the gateway to the "My Workspace" feature.

Exploring "My Workspace"

Clicking on "Reports & Analytics" reveals a sub-menu with the option "My Workspace." Once selected, users are redirected to the "My Workspace" page, a central hub for all dashboards related to their college. All the system default dashboards such as Admin Dashboard, Marketing Dashboard, Trend Analysis, Counsellor Dashboard, and Campaign Dashboard will be removed from the menu and will be moved to the MyWorkspace page. The "Reports & Analytics" menu will be visible to users who either have access to any system default dashboards or have permission from "View Workspace".

 

Dashboard Listing

On the "My Workspace" page, users will see three tabs: All, Starred, and Recent. All display a comprehensive list of accessible dashboards, including both default and custom dashboards. Each dashboard card showcases essential information such as the dashboard name, report count, and type (Default or Custom). Custom Dashboards are the ones that have been created using report builder. 

 

Favoriting Dashboards

Users can mark a dashboard as a favorite by clicking the star icon on the dashboard card. Favorited dashboards are easily accessible under the Starred tab. To remove from your favorite, click the star icon again.

If there is at least one dashboard in the "Starred" tab then by default, the "Starred" tab will open up whenever the user opens up the "My Workspace" page.

Recent Dashboards

Under the "Recent" tab, users can quickly access the latest dashboards they have visited. This tab dynamically updates based on user interactions and resets to zero upon logging out.

Search Functionality

• On the top right corner of the "My Workspace" page, you'll find the search icon represented by a magnifying glass.
• Clicking the magnifying glass takes you to a new page with two tabs: Reports and Dashboards.

• If you're on the "Reports Tab" then the search will only work on the reports and not on Dashboards. This means that the search results will filter out the reports' data only.
• The search will get initiated once three characters have been typed in. 

         

• If you click on a searched report then you will be taken to the dashboard and that report will be filtered out. If you remove that filter then all the reports in that dashboard will be visible.

       

• If you're on the "Dashboards Tab" then the search will only work on the Dashboard and not on the Reports. This means that the search results will filter out the dashboard's data only.

       

• If you click on a searched dashboard then you will be taken to the dashboard where all the reports that are a part of that dashboard will be visible.

Interacting with Reports

Upon clicking a dashboard card, users are redirected to the respective dashboard's page. Here, they can explore and analyze individual reports. On every report user will be able to see various actions, like "Tilt Screen", "Filters", "Remove Report" and "Download Report"

 

Applying Filters

If any filter has been applied on the report while creating it through report builder then this filter icon will come against a report. On clicking it a page will open up where those selected filters will be visible. You can change the values in those filters as per your need. 

 

Viewing Reports in Landscape Mode

For a more detailed view, users can tilt reports into landscape mode by clicking the "tilt screen" icon. This feature maximizes screen space for in-depth analysis.

 

Downloading Reports

Every report offers a menu icon (three dots) for additional actions. Users can download reports in either PDF or image format. Please note that for the "Table" type reports, users can only download them in the excel format. 

 

 

Removing Reports

On clicking the "Remove Reports" action, the report will get removed from that particular dashboard. This change will get synced in the web as well. This means any report removed from a dashboard from the mobile app will get removed from that dashboard on the web as well.

 

Dashboard Management

Adding Dashboards to Favorites

Dashboards can be added to favorites by clicking the menu icon (three dots) on the dashboard card and selecting "Add to Favorites." These favorites are accessible under the Starred tab on the "My Workspace" page. If a dashboard is added to favorites then in the menu icon the action will get changed to "Remove from Favorites."

 

Sharing Dashboards

For collaboration, users can click the share icon on a dashboard. On clicking it, the users can share the dashboard among other users through various apps. Please note that the dashboard will get shared in the PDF format only.

Switching Between Dashboards

Effortlessly navigate between dashboards using the "switch dashboard" icon on every report. On clicking it, a pop-up appears that displays all the dashboards, enabling users to switch seamlessly from one dashboard to another.

 

Add Reports to Dashboard

• On clicking the "Add Reports" action, a page will open up, where all the reports which are a part of that dashboard will be visible to the users. Users can sort the order of the reports by "Hold-Tap and drag".

       

• Against every report, a "Delete" icon will come. Using this you can remove the reports from this dashboard. 
• On the top, the "Add Reports" icon will appear, on clicking it a pop-up will appear, in which all the reports that have been created on the web will be visible. Users can even search for reports here and can select the reports that he/she wants to add to this dashboard. 

         

• On adding the report, the user will be able to see that report on the "Add reports" page and will be able to sort that report as per his/her need.

 

Conclusion

"My Workspace" transforms the user experience by centralizing dashboards, reports, and analytics in one easily accessible location.