Review charts and key reports, based on real-time information, to prioritize actions to achieve sales objectives in the most
efficient manner.
You must have network connectivity to view reports. Mobile Sales includes several report types. The reports display the most current Mobile Sales data based on the default report criteria specified on the device for each report.
Note: In some of the reports, large sales volume values may display in scientific notation.
| Report type |
Description |
|---|
| Pipeline Analysis |
Shows the opportunities in the pipeline. |
| Top Opportunities |
Shows the top opportunities in the pipeline based on expected sales volume. |
| Top Risk Opportunities |
Shows the opportunities at risk in the pipeline. |
Report Display Formats
By default, reports appear in a dashboard, where you can view the data in text format or three graphical formats, which vary by report type. To view reports in a simple chart format, turn off the Dashboard option in Analytics settings.
Note: If viewing a report in landscape view, you must return to portrait view to navigate back to the previous screen. Sybase recommends using the navigation bar only in portrait view, where it occupies less screen real estate.
Select the Refresh button to get the latest report data. You can toggle between the 
graph view or 
table (text) view by selecting the appropriate icon at the top of the report. In text view, you can scroll to the bottom to view the report criteria. For column charts, bar graphs, and line charts, you can tap and hold a data point to view additional information.
Edit Report Criteria
You can change the report criteria, and save it as the default report or create a new report. If you save a report with a new name, it appears in My Reports.
Note: If you edit a report and the report data does not refresh, go back to the home screen, tap Analytics, then open the report.
Tap the report, tap Edit, change report options, select Save As, then enter a report name. The Edit button appears only in portrait mode.
Delete Saved Reports
You can delete any report from My Reports.
Tap the report, tap Edit, then select Delete.