Read and download a report on a phone

Open Reports and choose the report name. On a narrow screen a report can show one card per account, stakeholder or deal. Scroll within the report list and use the page controls at the bottom. Targeting Summary shows summary cards instead of a paged list.

Check Time span or Report Period and apply the available filters.
Open the relevant card or use its available actions for more information. In Product Interest Fit reports, the card actions can include View PIF details or View deal PIF details.
Use Download XLSX in the report controls when available. Check the date, filters and sort before downloading. The file includes matching rows across pages.
If the list looks short, check the page controls and clear an unwanted search or filter before trying another download.

Filter and download reports