Set SIERA Dashboard or Report as Your Mobile App Landing Page

1. Feature Overview

Quickly view all the important metrics and insights the moment you launch the mobile app by setting a SIERA report or dashboard as the landing page. This eliminates the need to navigate through widgets and log in once again to view the complete dashboard. When a SIERA dashboard or report is linked through the ‘Custom Menu Tab – External Link’ in the Menu Builder, the app will handle authentication automatically, ensuring users are logged in without needing to re-enter their credentials.

2. Prerequisite

Casa must be enabled on your account. Contact support@leadsquared.com to activate it.

3. How It Works

To set a specific report or dashboard as the mobile app’s landing page, start by looking for it in SIERA. Then, copy its URL. Go to Casa Menu Builder and add this URL to the Custom Menu Tab as an External Link. This will make the report or dashboard the first thing you see when you open the mobile app.

4. Select SIERA Report or Dashboard

If you want to select a SIERA Report to be set as the mobile app landing page –

1. From you LeadSquared Dashboard, navigate to Reports>SIERA.
2. By default, the Reports page will be opened. If you wan to set a SIERA Report as the landing page, click All Reports.
3. Alongside the relevant report, click the button and select Copy Embed URL.

If you want to select a SIERA Dashboard to be set as the mobile app landing page –

1. Navigate to Reports>SIERA and select Dashboards on the top-left corner of the screen alongside Reports.
2. Click All Dashboards, and alongside the relevant dashboard, click the button and select Copy Embed URL.

5. Set SIERA Dashboard or Report as your Mobile App Landing Page

To set a SIERA dashboard or report as the landing page –

1. Navigate to Apps>Casa from your LeadSquared Dashboard.
2. From the side menu, under Mobile, select Menu.
3. Click the edit icon alongside the relevant menu. You will be taken to the Menu Builder.

In the Menu Builder –

1. Select Create New Tab under Custom Menu Tabs.
2. On the popup, select the relevant icon and add the label.
3. From the Navigate To dropdown select External Link and under Launch, paste the copied SIERA report or dashboard link.
4. Ensure that the box alongside “SIERA Report / Dashboard?” is checked. Click Save.

Once the tab is configured –

1. Click the + button alongside the name. The tab will be added to Visible Menu Tabs.
2. Click and hold the move icon alongside the SIERA tab and drag it to the top of the Visible Menu Tabs list. Since the first tab in the list is set as the default landing page, this action will make the SIERA dashboard or report the landing page of your mobile app.

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!