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Docyt University
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iOS
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August 2024
Portfolio Reports on the iOS Docyt App
Portfolio Reports are also known as Multi-Entity Reports
If you have created a Portfolio Report on the web, you can now view it on your iOS device.
- Log into the Docyt iOS App.
- Tap the three-line menu in the top left corner.
- Tap 'Business Reports'.
- Tap on 'Portfolio Reports'.
- You'll find your portfolio reports listed here. The title for the portfolio reports will always be the same as shown on the Docyt web app.
- Please tap on the desired report to display it.
These reports provide a seamless experience across platforms with consistent design.
Important Notes:
- Portfolio Reports created on the web can be viewed on mobile but cannot be made from scratch on the mobile app.
- The layout and display of these portfolio reports on the mobile app will match exactly as they appear on the web.