Creating reports for Sales Cloud and Engagement Cloud is a great way to add valuable insights into your organization.
Compared to normal reporting, making reports that work on mobile devices come with 2 extra considerations to make:
- Device screen size: too many mobile devices with too many different screen size to cater for.
- Orientation: unlike laptops and desktop screens, unless they fall off a table, you only have to make report work in one orientation. Mobiles can be turned around which can add another dimension to reports.
Device screen size
Bigger screens are easy to fit reports on, and resolutions are reasonable predictable as they most often are big enough to fit any report. Mobile devices come in all sizes though, and it is good to know there is a trick to make sure reports are taking full advantage of the entire screen that comes with any device.
All you need to do in your reports is set the width and the height to a relative percentage of the device screen size. In tech terms: a relative percentage of the browser viewport. In the example below, you can see that I size the report to
- width to 85% of the viewport width: 85vw
- width to 85% of the viewport height: 85vh
Orientation
Another nice trick to know when creating reports, is that you can force a report to show always in landscape mode, even if a user is holding a mobile in portrait mode. This is especially useful with table reports. All you need to do is add a static view to your report with with HTML markup enabled and the following code added to it.
Combined with the sizing trick shown above whereby you set the report width to the viewport height and the report height to the viewport width. This will force your report always to show in landscape mode.
