Check reports, follow your tasks, and ask CloudX questions from the CloudX app for iOS and Android.

The CloudX app brings your reports, tasks, and Ask CloudX to your phone. It is available for iOS and Android. Sign in with your CloudX dashboard account: you see the same workspaces and data, and your role gives you the same permissions as on the web.

Sign in

Open the app and tap Sign in. The CloudX sign-in page opens in a browser window. Sign in the way you do on the web dashboard, and the app opens on Reports.

Find your way around

The tab bar at the bottom has four buttons: Reports, Tasks, Chats, and Settings. Tap the current tab again to go back to its first screen.

The round button next to the tab bar starts something new:

• Tap it to open Ask CloudX.
• Hold it to ask with your voice.
• On Tasks, admins and members get New task instead of Ask CloudX.

Reports

Reports gives you an overview of your monetization for the date range at the top. Tap the range to pick another preset or a custom range. The page shows these cards:

• Auction funnel: revenue against the previous period, then ad requests, fills, and impressions.
• Bidder funnel: your top bidders by revenue, with their win rate.
• Total revenue: your revenue across CloudX and your connected mediation platforms.
• Demand comparison: how far CloudX’s numbers are from what your demand partners report. The card appears when Demand Comparison is turned on for your account.

Below the cards, Saved reports lists the reports saved in your workspace.

Tap a card or a saved report to open it as a full report. In a report you can:

• Change the date range, or add a filter.
• Use Show to pick the measure in the chart, and Break down by to split it by a dimension such as country or app.
• Tap a row in the breakdown to open that row as its own report.
• Share a link or an image of the report from the share button.
• Admins and members can tap the bookmark icon at the top to save the report to Saved reports.

The funnels and measures are the same as in the web dashboard. See Reporting for what each metric means, and Total Revenue for the platforms it combines.

Demand comparison

Open the Demand comparison card to compare CloudX with your partners’ own reports by source. Use Show to switch between revenue, eCPM, and impressions. Tap a source to see its gap by ad unit, and which partner ad units are mapped to a CloudX ad unit.

Connecting partner accounts and setting ad unit mappings happen in the web dashboard. See Demand Comparison for setup and for how to read the gap.

Tasks

Tasks are checks that CloudX runs for you, such as a daily revenue review. Tasks lists the tasks you can see, with the time and result of each one’s latest run. A dot marks a run you haven’t read, and Alert sent marks a run that sent a notification. Paused tasks are listed under Paused.

When you have no tasks, the tab suggests templates to start with. Admins and members can add tasks; viewers can open them but not change them.

Tasks work the same way as in the web dashboard. See Tasks for schedules, access, smart notifications, and email delivery.

Create a task

On Tasks, tap the round button to open New task.

1. Pick one of the Templates, or describe the check you want under Or describe it. You can type it or tap the microphone to dictate.
2. Review the task. Check its Schedule, its Delivery (In-app, Email, or both), and Who sees it: only you, or everyone in your workspace.
3. Under the settings, the review shows when the first run is due. Tap Create task.

Open a task

Tap a task to open it. The task shows its schedule, a strip of its recent runs, and its Run history.

• Tap a run to open it as a chat. You can read the full result and ask follow-up questions.
• Tap Run now to run the task straight away.
• To delete a run, swipe it to the left, tap Delete, then tap Delete run to confirm. The task keeps running.
• Use the More menu (⋯) to edit the task, pause or resume it, or delete it. Pausing or deleting a task that your workspace can see stops it for everyone. Deleting also removes the task’s run history and can’t be undone.

Some tasks run when something changes instead of on a schedule. You can pause them, but you can’t run them on demand or delete them.

Task alerts

When a run sends an alert, CloudX also notifies your phone. Tap the notification to open the run.

When a run proposes a line item change that needs your approval, you can approve or reject it from the notification without opening the app. On iOS, long-press the notification to see the proposed change with Approve and Reject. On Android, expand the notification.

Turn task notifications on or off for your phone in Settings.

Chats

Chats lists your conversations with CloudX, newest first, grouped by day. Task runs appear here too, marked with a clock. Use Search chats to find a chat.

• Tap a chat to open it and ask a follow-up question.
• Swipe a chat to the right to rename it, or to the left to delete it. Task run chats can’t be renamed, and only admins and members can delete them.

In a chat, CloudX can ask you to approve a change before it makes it, or ask you a question with choices. You can also connect a data source from the chat when CloudX asks for one.

Chats are shared with the web dashboard. See Using Ask CloudX for what you can ask and how approving changes works.

Ask CloudX

Tap the round button to ask CloudX a question. On Tasks, admins and members get New task instead. When you are on Reports, a report, Demand comparison, or a task, that page appears above the message box as context, for example Reports · Last 7 days, so you can ask about “this report” without describing it. Tap × on the context to ask about something else.

• Tap + to attach photos or files.
• Tap the microphone to dictate your question.
• Tap send to start the chat. It opens and is saved in Chats.

To ask with your voice in one step, hold the round button and speak. Release to send your question, or slide sideways to cancel.

Settings

Tap Settings (the gear) in the tab bar.

• Account lists the workspaces you belong to, the same organizations you switch between on the web. Tap one to switch to it. A workspace you are invited to shows Invitation pending until you accept the invitation from the link in your invitation email.
• Profile shows your name and email. Tap it to open your account, where you can delete your account.
• Notifications turns task notifications on or off for this phone with When a task finishes. If notifications are off for CloudX in your phone’s settings, the app links you there.
• Privacy has AI data sharing and the Privacy policy. Chats, Ask CloudX, and new tasks need AI data sharing. If you turn it off, your chats stay, but you can’t send new messages until you turn it back on.
• Sign out signs you out of the app.

Widgets

Add CloudX widgets to your home screen to check numbers without opening the app.

On iPhone, the Tasks and Ask CloudX widgets can also go on the Lock Screen.

FAQ

How do I get help?

Email support@cloudx.io. You can also ask CloudX product questions in Ask CloudX.

How do I delete my account?

In the app, go to Settings, tap your name under Profile, then tap Delete account. Deletion is immediate and can’t be undone. See Delete your account for what is deleted and what stays.

Where is the privacy policy?

Read the CloudX privacy policy.