How do I email a BI report snapshot?

Open the BI report, tap BI Report_Settings (Advanced Settings) in the tool-bar to open the secondary tool-bar and choose Email. The application generates an email draft with links to directly open the report snapshot in the recipient's device. Populate the recipients in the To field and choose Send.

How do I customize a BI report snapshot with annotations?

  1. Open the BI report, tap BI Report_Settings (Advanced Settings) in the toolbar to open the secondary tool-bar and choose Annotate. The device orientation is locked and the report opens in the Annotate view with a snapshot of the BI report. In the toolbar of the Annotate view, you see icons to:
    • Draw (Draw)
    • Erase (Erase)
    • Add Text (Add Text)
    • SelectArea Select screen area (to Blur or Crop)
    • Add Voice (Add Voice Note)
  2. Choose the required options for annotating the snapshot in the Annotate view, and tap Done. The next screen displays the following options in tool-bar:
    • Email: Choose this to email the annotated snapshot to colleagues.
    • SAP Jam: Choose this to share the annotated snapshot with colleagues using SAP JAM.
      Note If you do not have an SAP JAM account, you can sign up on the site https://jam4.sapjam.com/Information published on SAP site

How do I share and discuss a BI report?

Pre-requisite: You should hold an SAP JAM account to discuss reports with other users.
Note If you want to sign up for SAP JAM, go to https://jam4.sapjam.comInformation published on SAP site
  1. Open the report (that you want to share and discuss), and tap the BI Report_Settings (Settings) in the report toolbar to open the secondary tool-bar.
  2. In the secondary toolbar, tap Collaborate.
    Note If you are a user of SAP JAM and want it to appear in the application as the Web collaboration tool, you can ask your administrator to enable SAP JAM using the Mobile server or the application SDK.
  3. Enter your SAP JAM credentials in the pop up.
    • The Activities pop up appears.
  4. Tap Create New Activity.
  5. In the Create New activity pop up, specify the Activity Title and Objective of the new activity. To add participants to the activity, tap + and select the participants that appear in the list within the pop up. To add a participant that is not available in your Corporate account list, directly enter the email ID.
  6. Tap Done. The application generates an activity invitation consisting of:
    • The Activity Title, Participants and Objective
    • Free space for you to enter text for the invitees
    • The report view snapshot
  7. To send the invitation to the participants, tap Send. When the participants receive the activity invitation, it appears in the pending list of invitations in their account. After they accept the invitation, they can add their text comments to the activity.
    Note The invitees can perform actions such as accepting the invite and commenting on activities using the application on their iOS device or using the JAM Web portal on their desktops.
  8. At any time, to continue the report discussion, tap Collaborate in the secondary tool-bar of your report. From the list of existing activites that appear in the Activities pop up, select the activity relevant to the current report. You find the history of discussion between you and the participants in the activity. Enter text comments to continue the discussion based on your requirements.