Knowledge Base

Where is the feature located?
Viewing your Insights on mobile
Filtering dashboards on mobile
Search function

Insights for mobile

Steven Reinartz, February 9, 2024
Note: The minimum OS version required to install the mobile app is 9+ for Android devices and 15+ for iOS devices.

Many Pipedrive users prefer to work in our mobile app, and with Insights for mobile, you can see all of the reports and dashboards created in your web app on your mobile device.

Where is the feature located?

Once you have logged into your mobile app account, click the ”...“ in the bottom right corner and select “Insights.”

Viewing your Insights on mobile

Note: If you have an empty dashboard in the web app, it will also be empty in the mobile app.

Insights web view is embedded into the Pipedrive mobile app, so you‘ll see the same reports and dashboards as you see in the web app view.

However, Insights reports can’t be edited or changed within the mobile app. If you want to change a report or dashboard in the mobile app, you need to edit it in the web app.

If the segment by categories exceeds your visible width, you can click the number dropdown in the bottom right corner to see the full list.

You can tap any report column to see a breakdown of the data represented there.

Note: Only six columns or bars can be shown in the report, as well as the report name, legend and filters. If the report columns exceed the visible width of the app, click the arrows on either side to view the rest of the chart.

Filtering dashboards on mobile

Note: For bar and column charts, pagination only appears if the quantity of columns or bars is more than six and appears horizontally and vertically.

You can also apply date and user filters to a dashboard by tapping on the date or user icon (in the top right corner) and selecting an option.

When you apply a filter, the filter icon is highlighted blue and all reports are updated according to the chosen option. A blue badge will also appear on each report that is updated.

Note: To restore the original state of filters, click on the blue filter icon and select ”Back to default.“

Switch between dashboards

You can switch between different dashboards by clicking on the dropdown menu (where the name of the currently selected dashboard is shown) and choosing a different dashboard.

Note: If you switch the dashboard, you’ll see the chosen dashboard the next time you log in.

All dashboards in the web app appear on the list in the same order, including shared dashboards.

Dashboards are organized by sections the same way in both the web and mobile app, and can be collapsed or expanded by tapping on the name of the section (i.e. shared with me, my dashboards, etc.)

Search function

You can also search for a specific report or dashboard by tapping on the search icon.

Type several letters into the search bar and any relevant dashboards and reports will appear in the results list.

Once you select a dashboard or report from your search, the view will change accordingly and the chosen item will open.

Note: Click ”cancel“ in the search window to reset back to the original dashboard view.
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