Why it matters
Reports give visibility into messaging and activity performance across your organisation. Mobile access allows you to quickly review key metrics and trends without needing to log in on desktop, helping you stay informed while on the move.
Key Concepts
Report: A summary view of activity and performance data within Whippy.
Messaging overview: A report that provides insight into messaging activity and volume.
View-only access: Mobile access that allows reviewing reports without editing or configuring them.
Step-by-Step: Access Reports on Mobile
Open the Whippy mobile app.
Tap More in the bottom navigation bar.
Tap Reports.
Step-by-Step: View Available Reports
Review the list of reports available to you.
Tap a report to open it.
Depending on your organisation’s configuration and permissions, available reports may include:
Messaging overview reports
Other organisation-level reporting views
Step-by-Step: Review Report Details
Once a report is open, review the displayed metrics and data.
Scroll vertically to view additional sections or data points within the report.
Use the report to understand overall activity, trends, or performance at a high level.
Report Behavior on Mobile
Reports in the mobile app are read-only.
You cannot create, customise, or export reports from the mobile app.
Filters and advanced configuration options may be limited compared to desktop.
All data shown is scoped to the currently selected organisation.
Tips and Best Practices
Use mobile reports for quick checks and high-level visibility.
Switch organisations before reviewing reports if you manage multiple organisations.
Use desktop reporting for detailed analysis, filtering, or exports.
Combine report insights with inbox activity to prioritise follow-ups.
Troubleshooting
Issue | Possible Cause | Fix |
Reports not visible | Limited permissions | Confirm your user role allows report access |
Data looks incorrect | Wrong organisation selected | Switch to the correct organisation |
Missing report types | Organisation configuration | Check available reports on desktop |
Cannot interact with report | Mobile view-only limitation | Use desktop for advanced reporting |