Add BI Dashboards to White Cup CRM Mobile App

Access BI insights while on the go from the White Cup CRM mobile app, available in Android and iOS app stores.

Select dashboard sections from BI and send them to your BI Dashboard in the mobile app in a few quick steps:

BI Setup

1. Starting in White Cup BI, find the Library called: White Cup CRM Dashboards

2. Create a new dashboard in this library.

NOTE: After the creating the Library, the Administrator must give Template permissions to roles/users in BI so they can access it. 

3. Give the dashboard a descriptive name and click Finish.

4. Select "+ Dashboard Object" and follow the prompts to add the report or chart you'd like to the dashboard.

NOTE: Only add 1 dashboard object per BI Dashboard that you intend to use in CRM; this allows the mobile view to best display the data.

5. Save your dashboard.

Using in CRM Mobile

1. In White Cup CRM's mobile app, navigate to the BI Dashboard tab at the bottom. Click the search box at the top to see a list of your saved White Cup CRM Dashboards from BI.

2. Scroll or search for your dashboard, and click to select, and hit the plus sign to add it to your mobile screen.

Add as many White Cup CRM Dashboards from BI to your view as you'd like.

3. Use the + and - buttons to expand and collapse sections as desired.