I participated as a presenter at ModernCX 2018 in Chicago in one of the educational sessions on how to configure the CX mobile app. I showed how mobile applications can be tailored to be optimized for mobile usage and wanted to share the reports I used during the session on this blog post.
If you are interested in a few techniques on how to optimize reports for mobile usage, do not hesitate checking out a previous blog post dedicated to just that.
Mobile Word Cloud
I showed using the report linked below that narrative reports can be used on the mobile app.
Notice how by clicking on an opportunity name, an overlay with opportunity details shows until you click on the overlay again.
The report can be downloaded here: Mobile Opportunity Cloud
Prompted Table
Reports with prompts can also be used on the mobile app as can be seen in the screenshots for the linked report below
The report can be downloaded here: Mobile Pipeline by Sales Stage
Rotated Table
And in case you really need to, especially for table reports, you can force reports to show in landscape mode, even if the mobile device is held in portrait mode.
The report can be downloaded here: Mobile Top 5 Hot Leads
A video explaining how to import the report catalog file linked above can be found here.
