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Create a Report on a Mobile Terminal

更新时间: 2026-06-23 14:13:36

Quick BI's mobile edit mode lets you toggle between PC and mobile report views directly from the dashboard. Two building modes are available through the mobile layout lock, each suited to different layout requirements.

Entry Point

In the Quick BI console, open a dashboard and switch to mobile mode. Then activate the mobile layout lock to configure the mobile-specific layout.

  • In the locked state, the mobile report mirrors the PC layout. Certain configuration actions are restricted to maintain content and layout consistency across both platforms. Use this mode when the mobile report does not need a personalized layout and the component number and order should match the PC version.

  • In the unlocked state, the mobile report layout can be configured independently from the PC layout. All mobile configuration features become available, and the two layouts do not influence each other. Use this mode when you need custom mobile layouts with more flexible visual arrangements.

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Mobile Report Building Interface

The mobile editing interface allows you to:

Note

Some editing operations are restricted when the mobile layout lock is locked. Unlock it to access all editing features.

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Feature

Description

① Component addition

Add components on the mobile editing page. Supported components include the following:

  • Control

    Query control, storyline, tab, rich text, image, embedded page

  • Indicator

    Indicator card, indicator trend, ticker board, progress bar chart, dashboard, wave chart, indicator decomposition, indicator relationship

  • Table

    Cross table, detail table, trend analysis, heatmap

  • Line/Area chart

    Line chart, area chart, stacked area chart, 100% stacked area chart, combination chart

  • Column/Bar chart

    Column chart, stacked column chart, 100% stacked column chart, ring column chart, ranking chart, bar chart, stacked, percentage, dynamic bar, waterfall chart

  • Pie/Ring

    Pie chart, rose chart, radar chart, treemap chart

  • Bubble/Scatter

    Bubble chart, scatter chart, faceted scatter chart

  • Funnel/Conversion relationship

    Funnel chart, comparison funnel, flow analysis chart, Sankey diagram, arc diagram

  • Geography

    Colored map, bubble map, heat map, building heat map, flight line map, symbol map

  • Others

    Word cloud, timeline

Note

Composite query controls are not supported for addition on the mobile terminal.

② Mobile model preview on PC

Preview the mobile report on various phone models. Select a model to see how the report appears on that device. Supported models:

  • iPhone12, iPhone12 Pro

  • iPhone11, iPhoneXR

  • iPhoneX, iPhoneXS, iPhoneX Pro

  • iPhone8, iPhone 7, iPhone 6S, iPhone 6

  • iPhone8 Plus, iPhone 7 Plus, iPhone 6S Plus, iPhone 6 Plus

  • HUAWEI Mate 40

  • HUAWEI Mate 40 Pro

  • HUAWEI P50

  • HUAWEI P50 Pro

  • Xiaomi MIX4

  • Xiaomi 11, Xiaomi 11 Pro

  • VIVO X70, VIVO X70 Pro

  • OPPO Find X3, OPPO Find X3 Pro

  • SAMSUNG Galaxy S8

  • SAMSUNG Galaxy S10 Plus

Note

If the Mobile Model you need is not listed, scan the QR code with your phone to preview the report on your device.

③ Mobile QR code

Scan the QR code with your phone to preview the report on your mobile device.

The QR code remains active for 3 minutes. After it expires, click Regenerate QR Code to create a new one.image.png

④ Reuse components from other dashboards

Reuse components from other dashboards within the same workspace, saving time on repeated setup.

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⑤ Format painter

Copy a chart's style to other charts quickly with the format painter. For more information, see Format Painter.

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⑥ Hidden charts

Control which charts are visible on mobile. Hidden charts appear in the right sidebar on PC for easy reference.

image.png

To restore the hidden chart, click the image.png button.

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Note

Hidden charts will not be visible on the mobile terminal when viewing the report.

⑦ Batch operation

Customize chart styles in batch within the same dashboard. When you select multiple charts, common configuration items are displayed, allowing you to adjust shared settings at once.

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⑧ Layout scaling

Adjust the layout ratio through specific entry points, with options for 25%, 50%, 75%, and 100% scaling. Reduce the ratio to fit more content on the screen and adjust chart positions as needed.image.pngUntitled.gif For detailed instructions, see Operations on the mobile canvas.

⑨ Component settings

Adjust fields, styles, and advanced configurations for dashboard components. Changes made in mobile mode apply directly to the mobile report without switching to PC mode.

  • Field: After adding a chart component, switch the dataset through the Field area. Dimensions and measures from the selected dataset appear in their respective lists. Select fields from these lists to build charts that visualize your data.

  • Style: Customize the chart's title, layout, and legend to fit your display needs.

  • Advanced: Link multiple charts to present data analysis results from different perspectives.

Note

In mobile edit mode, available component settings may vary depending on the device. Refer to the actual interface for details.

Operations on the Mobile Canvas

Note
  • Adjustments on the mobile canvas affect only the mobile terminal display and not the PC chart display.

  • Unlock the mobile layout lock before adjusting chart layouts on the mobile terminal.

    • In the unlocked state: Freely adjust the size and position of mobile chart components.

    • In the locked state: Adjust the size and position of components without altering their sequence.

  • When locked, you cannot add, move, copy, paste, embed, or delete blocks on the canvas. The mobile layout follows the PC configuration.

  • Horizontal component layout adjustment

    Arrange multiple chart components in a single row for flexible layout options on the mobile terminal.Untitled.gif

  • Vertical component layout adjustment

    Resize and reposition components vertically on the mobile terminal.

    • Select a component and drag its bottom edge to adjust its height.Untitled.gif

    • Select and drag a component to reorder them.Untitled.gif

  • Manage mobile components

    Add query controls to components directly on the canvas.image.png

    After selecting a query control, you can add, edit, or query data as needed.

    Select a chart with query controls to add, edit, or query data directly. image.png

For more chart operations, see Dashboard operations.

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