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.

  1. Log into the Docyt iOS App.
  2. Tap the three-line menu in the top left corner.
  3. Tap 'Business Reports'.
  4. Tap on 'Portfolio Reports'.
  5. 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.
  6. 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.