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Where is the feature located?
What can the feature be used for?
Viewing your data in mobile Insights

Insights for mobile

SR
Steven Reinartz, June 13, 2022

Many people who use Pipedrive prefer to do their work in our mobile app, and now there will be more reasons to use it.

With Insights for mobile, you can now see all of the reports and dashboards created in your web app right on your mobile device.


Where is the feature located?

Once you have logged into your mobile app account, navigate to the side menu and click on the Insights tab:


What can the feature be used for?

Insights web view will be embedded into the Pipedrive mobile app, meaning you will see exactly the same reports and dashboards as you see in the web app view.

So if you have a dashboard that is empty in the web app, for example, it will also be empty in the mobile app.

However, Insights reports cannot be edited or changed within the mobile app. If you would like a report or dashboard to appear differently in the mobile app, you will need to do that editing within the web app.

Additionally, all reports and dashboards will be displayed at the same size and will be shown one under another in the same order as they appear in the web app:

Note: Only six columns or bars can be shown in the report, as well as the report name, legend, and filters.

    Viewing your data in mobile Insights

    If the report you are viewing on mobile and the field values are not visible in the legend, you can expand the legend to see all of the values by tapping on the +n button (the “n” in this case representing the number beside the plus sign):

    You can also click on any column in a report to view the specific details within it:

    Switch between report pages

    Since some reports are larger than the available mobile window, you can switch between report pages by tapping on the arrows or swiping on the chart area:

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

    Filter dashboard by user or date

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

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

      You can also restore the original state of filters by choosing the “No filters” option under each filter:

      Then all blue badges connected to the chosen filter will disappear, and the reports will be shown without any data being filtered.

      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, the chosen dashboard will be shown when you come back (meaning it will not revert to the default dashboard every time you log out).

      All dashboards that appear in the web app are shown on the list (including the ones that have been shared) and the order of the dashboards will be the same as it is in the web app. The first dashboard listed will always appear first by default.

      Dashboards are organized by sections the same way as in the web app, and can be collapsed or expanded by tapping on the section.

      Search for a specific report or dashboard

      You can also search for a specific report and/or dashboard by tapping on the search icon and typing the keyword:

      If the report or dashboard’s title contains the keyword, then it appears in the search results list. And once you select a dashboard or report from your search, the view changes accordingly, and the chosen item opens.

      If you select a report, then the dashboard which contains this report opens and is automatically scrolled down to the selected report.

      Once you click the close (X) button, the search closes, and you will be navigated back to the previous dashboard view.

      Previously searched keywords are saved so you can re-use them later:

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