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Mobile Interface

SEI has a mobile interface designed for small screens. It gives you access to views, dashboards, reports, and workbooks directly from your device's browser, with no app to install. The layout adjusts automatically when you log in, so the experience is consistent whether you are on a phone or a tablet.

Because it runs in the browser, you can view and interact with live business data from anywhere with an internet connection. Dashboards, reports, and views stay up to date, so the numbers you see on mobile always reflect the latest data in the system. Keep in mind that editing and designing visualizations is only available in the web interface. Mobile is built for viewing, analyzing, and interacting with content, not building it.


note

Some features are not available on mobile: Data Model Designer and Administration.

How to connect

SEI on mobile runs in your device's browser, not a dedicated app. Open your browser, enter the URL for your SEI web interface, and log in with your credentials. The layout adjusts automatically for mobile.

  1. Open your device's browser.
  2. Enter the URL for your SEI web interface.
  3. Log in with your credentials. The layout adjusts automatically for mobile.

tip

Save the URL as a bookmark or add it to your home screen for quick access next time. Most mobile browsers support this through the share menu.

Home page

The home page is your starting point. Tap any card to open that section:

The icons in the top-right corner give access to additional options:

What it does
Opens the Nectari Academy for training and resources.
Shows release updates, blog posts, and feature requests.
  • Environments to switch the active data source.
  • User Settings for personal preferences.
  • Logout to sign out.
  • Online Help to open the documentation.
  • About to view version and licensing details.

Working with content

You can view and interact with dashboards, reports, views, and workbooks on mobile. Editing and designing are only available in the web interface. To load a subset of data for faster performance, use Sample Mode.

Full screen and reduced mode

Tap the expand icon in the top-right corner of any visualization to switch between full-screen and reduced mode. In reduced mode, a gear icon appears for accessing settings.

Settings menu

The settings menu is available when a visualization is in reduced mode. Available options depend on the content type and your permissions.

OptionWhat it does
OpenOpens the selected visualization.
Open in Sample ModeLoads a sample dataset instead of full data.
RenameChanges the name of the visualization.
Add to FavoritesMarks it as a favorite for quick access.
DeleteDeletes the visualization.
PropertiesModifies the name, permissions, and opening options.
SubscribeSets up email or notification subscriptions.
Set as Landing PageSets this visualization as the default page after login.
Manage DocumentationAttaches or updates supporting documentation.