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Mobile Reporting

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Joss Rodriguez
Updated 2 weeks ago
Stay on top of your key metrics even when you're on the go! The Pipeline CRM mobile app provides instant access to all your saved reports, enabling you to track performance and make informed decisions from anywhere.

How to Access Your Reports

  1. Open the App: Launch the Pipeline CRM mobile application on your device.
  2. Navigate to Reports: Look for the "Reports" icon located in the bottom right corner of your screen and tap on it.
  3. Switch Between Views and Reports: At the top of the screen, you'll see buttons that allow you to easily toggle between "Views" and "Reports." Select "Reports" to see your saved reports.
  4. Select Your Report: To choose a specific saved report, tap on the carrot icon (▼) next to the current report title. This will open a list of your available reports, from which you can make your selection.
With mobile reporting, you can quickly review your most important data, ensuring you're always up-to-date with your business performance.

Want to create your own custom reports? Learn how to build and save personalized views and reports by visiting our detailed guide on Reports.
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