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Mobile App Reports

Contents

Introduction

Before You Begin

Reports Available in the Mobile App

Features of Reports in the Mobile App

Columns Optimized for Mobile Interactions

Mobile-Friendly Charts

Readily Accessible Data and Views

View a Report

Add, Edit, or Delete a Report

 

Introduction

The mobile app displays the many of same report views you provide to your clients in their desktop client portals, but optimized for mobile viewing and interactions.

Before You Begin

Before you will see assets and liabilities listed in the mobile app main menu, complete the following:

  1. Configure the report as a report page for client views.

  2. Add the assets and liabilities client view page to a client view.

  3. Add the client view under Client Desktop View in the Client Portal Settings.

Reports Available in the Mobile App

The mobile app supports mobile-optimized versions of the following five most commonly used reports.

important

Only the listed reports are available for viewing in the mobile app. If your desktop client portal includes other reports, those will be hidden from view in the mobile app. For more information, see Why Doesn't the Mobile App Doesn't Display a Report? I See It on the Desktop Portal.

 

If a client view includes a reports not among the five available, that report is excluded from the mobile app. For example:

Report Included in Desktop Client View Report Included in Mobile App?
Transactions report Yes
Holdings report Yes
Net Worth Report Yes
Account Analytics report No

Features of Reports in the Mobile App

Reports in the mobile app are optimized to dynamically adjust to your screen size and help your clients get the most out of reports on their mobile devices. The following are some notable features of mobile app reports.

Important

The mobile app does not support hyperlinks in announcements. Additionally, hyperlinks that appear for tickers in reports are not supported in the mobile applications.

Columns Optimized for Mobile Interactions

Mobile-Friendly Charts

Charts that are displayed side by side in a report on the desktop client portal are accessible by swiping on mobile phones.

Readily Accessible Data and Views

View a Report

To view a report in the mobile app, tap the main menu button . Tap Reports and then tap the name of the report you want to view.

The following reports are available:

Add, Edit, or Delete a Report

All report settings, including adding new reports, editing existing reports, and deleting reports, are managed on the client portal reports page for that client view.

For more information about creating client portals, see Setting Up Client Portals.