Sales Cloud Mobile Reporting: Two Ways to Carry Your Reports in Pocket

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Reporting is one of the best components of Oracle Sales Cloud because it provides us measures to analyze needs, spaces, and gaps in customer experience. Oracle Sales Cloud has a robust reporting engine for users tailoring their analysis to different business needs and scenarios (for example, using reports to help your outbound prospecting: Best Practices for Outbound Prospecting with Oracle Sales Cloud), and there are already a lot of ways to get access to these reports.

However, viewing reports on Sales Cloud Mobile App doesn’t seem like a very popular option when doing my research in Mobile Reporting. So I decided to write an introduction on reporting capacity on mobile app and share this hidden gem of Sales Cloud with you.

There are two types of reports that can be put on your Sales Cloud mobile app: a regular report designed in OBIEE and a Mobile Application Designer Report. To put an OBIEE report on Sales Cloud Mobile, you simply just need to know the report path in OBIEE and put it through Mobile Application Setup in Application Composer.

1. Get the report file path: the report file path can be found on the Properties of the report. Copy and Paste the location for the next step.

2. Put the report on mobile: in a sandbox, navigate to Sales Applications in Application Composer and drill into Mobile Application Setup. To put a report on Sales Cloud mobile app, you need to make the report available for mobile via Manage Mobile Reports and put it on the report springboard by Configure Mobile Reports: Springboard.

To create Mobile Reports, you just need to enter the path and name, and set up parameters if necessary.

Once you make this report available to mobile, you can find it as an option for Reports Springboard and make it available for mobile. Of course, don’t forget to publish the sandbox.

However, let me point out a big challenge here. The OBIEE report is not optimized and responsive to mobile devices usually. So for some more complex reports, the user experience can be painful if you put an OBIEE report on mobile. Fortunately, there is another solution for Mobile Reporting, which is the Mobile Application Designer.

Mobile Application Designer can be found in Navigator for users who are granted the access. It provide users an alternative to design their reports to a different mobile device: a phone or a tablet. Within the Mobile Application Designer, you can choose the data source from BI Subject Area or Upload an Excel file. The reporting subject area is just as robust as OBIEE subject area.

What’s more, Mobile Application Designer provides user flexibility in aesthetic design. You can include different pages and elements on your mobile report just to make it more user friendly and consumer insight focused. The available elements include but not limit to Table, Chart, Map, Frame, and even outside Plug-In. An advanced Mobile Report can definitely bring your CX level and user satisfaction to another level.

For example, you can apply filter prompt to your data to make it more interactive with the end user. And it’s just a small example on the potential usage of mobile reporting.

Sharing this report to mobile is also very straightforward. Click on the Preview button and then the Share button, it will provide a link and QR Code. Simply copy and paste everything after “xma=” and apply it in the Path in Manage Mobile Report, and follow the listed steps to make this report available on Mobile (make sure check the checkbox of “Mobile Application Designer Report”).

This was an overview about some potential gems that can make your sales personnel happily carry reports and KPIs in their pockets. In the future, SFCG will continue delivering blog articles about our findings in mobile reporting. If you have any question or want to share inspirations with us, feel free to email us at sas@sfcg.com.