• General - Frequently Asked Questions

    How do I get the Roambi App?
    What are the requirements for running Roambi on my iPhone?
    What is an RBI file?
    Can I share Roambi files with other people?
    How do I email reports to my friends? What if they don't have Roambi?
    What languages are supported for both Roambi iPhone and Roambi Publisher?
    I have Roambi on my iPhone; how do I create my own Roambi files?
    How do I access my published Roambi files from the iPhone?
    Is the data secured on the iPhone?
    Are my Roambi files stored locally on my iPhone? Can the information be refreshed?
    What is the difference between the Roambi Library and Roambi Connect?
    How do I know what version of Roambi am I using?
    How do I delete a Roambi?
    What file types can I import to create my Roambi file?
    Can I use a file hosted on the web as a source in Roambi?
    What is the Roambi Publisher?
    What are the requirements for running Roambi Publisher?
    What operating systems are supported for running Roambi Publisher?
    What browsers can I use to run Roambi Publisher?
    How do I make changes to an existing RBI?
    I imported my source file, but I would like to make some customizations or add charts. How do I do it?
    I am having trouble setting up my Excel Spreadsheet in Roambi Publisher.What are the best practices for using Excel files?

  • How do I get the Roambi App?

    The Roambi iPhone Application is installed through the iPhone App Store. You can access the iPhone App Store through iTunes on your PC, or on your iPhone directly. Once in the iPhone App Store, search for "Roambi", enter the Roambi description page, and press Install. Roambi is free; however, you will be asked for your iTunes login name and password. Don't worry - you won't be charged.

  • What are the requirements for running Roambi on my iPhone?

    Roambi version 2.0 requires any Apple iPhone, iPod Touch, or future Apple mobile device that can run Apple iPhone OS 2.2.1 or later.

  • What is an RBI file?

    RBI is the file extension for all Roambi documents. This is the file type that is created using the Roambi Publisher. RBI files are displayed on your iPhone with the free Roambi App downloaded from the Apple iTunes App Store.

  • Can I share Roambi files with other people?

    Yes, in fact you are encouraged to do so. Send them an email directly from Roambi for iPhone or from Roambi Publisher.

    REMEMBER: You can only share Roambi files for non-commercial purposes - so you cannot charge for distributing them. If you are interested in charging for the Roambi content you distribute, please contact us for more information.

  • How do I email reports to my friends? What if they don't have Roambi?

    You can send your friends an email from the Roambi Publisher or directly from your iPhone. The Publisher will provide the email option during your final publishing step. From the iPhone, you can tap "Email Roambi" from the information page of the Roambi file. If your friends don't have Roambi, the email link will redirect them to the Apple iTunes App Store where they can download Roambi.

  • What languages are supported for both Roambi iPhone and Roambi Publisher?

    Both Roambi for iPhone and Roambi Publisher are in English. However, the Roambi files will display any of the languages supported by the Flash Player and the iPhone.

    You can find more information at: http://www.apple.com/iphone/specs.html

  • I have Roambi on my iPhone; how do I create my own Roambi files?

    Sign up for a free account at Roambi.com. This account will provide access to the Roambi Publisher, which will allow you to create your own Roambi files.

  • How do I access my published Roambi files from the iPhone?

    From your iPhone, go to Roambi Connect. When prompted, use the same Roambi.com credentials you used to create the Roambi file. That's it, you can now browse your Roambi.com account from your iPhone!

  • Is the data secured on the iPhone?

    You can protect your data by setting a password for your iPhone or iPod Touch. You may also leverage other best practices for protecting your data. For corporations, we encourage you to use the Apple iPhone Configuration Utility (available for Windows or Mac OS X).

  • Are my Roambi files stored locally on my iPhone? Can the information be refreshed?

    The Roambi files that you have downloaded are stored locally on the device. Because files are stored locally, you can interact with your Roambi files without an Internet, 3G, or Edge connection. Roambi files connected to Salesforce and Roambi Enterprise users can create Roambi files with the ability to refresh their data.

  • What is the difference between the Roambi Library and Roambi Connect?

    The Roambi Library contains all of the Roambi files that you have downloaded to your iPhone. You can access them anytime, anywhere. Roambi Connect allows you to download new Roambi files from different Roambi Accounts.

  • How do I know what version of Roambi I am using?

    On your iPhone or iPod Touch, go to Settings. Tap on the Roambi section.

  • How do I delete a Roambi?

    There are two options to delete a Roambi. The first option will delete the Roambi from your iPhone only but you will still be able to download it again. This iPhone-only delete occurs from the "All" folder in the Roambi Library. The second option will delete the Roambi from your iPhone AND permanently remove it so it cannot be downloaded again. This complete delete occurs from the "My Roambi" inside of your Roambi Connect account. For either option, the action to delete is the same. Swipe horizontally across the Roambi file you want to delete. The delete icon will be visible. Tap delete. To exit the deletion mode, tap anywhere on the screen other than the delete button.

  • What file types can I import to create my Roambi file?

    Roambi supports the following file types: HTML (local), CSV (local), XLS, XLSX, SAP BusinessObjects Crystal Report (RPT)*, SAP BusinessObjects Web Intelligence* and Salesforce reports. The list is growing fast. Check our site frequently. *Requires Roambi Enterprise.

  • Can I use a file hosted on the web as a source in Roambi?

    Roambi.com users may import source files from their desktops or from Salesforce CRM. Note, the Salesforce integration requires a Salesforce CRM account. With Roambi for the Enterprise, users may browse and select files that are stored on their Enterprise portals, such as SAP BusinessObjects Infoview.

  • What is the Roambi Publisher?

    The Roambi Publisher is the online application that allows you to publish Roambi files that contain your own data. To access the Roambi Publisher, sign up for a free account and start sharing your own Roambi files today.

  • What are the requirements for running Roambi Publisher?

    Roambi Publisher requires a computer with a minimum of 2GB RAM, an Internet connection, a Roambi.com account, and Flash Player 10. If you don't have Flash Player 10, you can download it from here: http://get.adobe.com/flashplayer/.

  • What operating systems are supported for running Roambi Publisher?

    We support all Windows XP, Vista, and Mac.

  • What browsers can I use to run Roambi Publisher?

    Roambi Publisher will run on Internet Explorer 7 and up, Safari 3 and up, Firefox and Chrome.

  • How do I make changes to an existing RBI?

    Navigate to the Roambi Publisher and select "Open an Existing Roambi" from the carousel.

  • I imported my source file, but I would like to make some customizations or add charts.
    How do I do it?

    Our back-end logic is constantly evolving to give you the best "one click" experience possible. In case you need to make changes, you can use the Refine option in the Roambi Publisher to organize columns, add charts, create groups, etc.

  • I am having trouble setting up my Excel Spreadsheet in Roambi Publisher.
    What are the best practices for using Excel files?

    The best results are achieved by using our Roambi templates.