Mobile App: Report Listing & Download
The Mobile Report Listing & Download feature provides mobile users with access to their completed audit reports directly from the Nimbly mobile application. Users can filter, group, and download reports in Excel and PDF formats for viewing or sharing.
🎥 Video Tutorial
Core Workflows
1. Access Reports List
- Open the Nimbly mobile app and log in
- Tap Reports from the navigation bar or home screen
- View the Reports List Screen with quick filters, search bar, and group options
2. Filter and Group Reports
Quick Date Filters:
- Select Today, Last 7 Days, or Last 30 Days
- Use custom date range for specific periods
Group Reports:
- Group by None: Flat list view (default)
- Group by Auditor: Reports grouped by auditor name
- Group by Location: Reports grouped by site/location
Advanced Filtering:
- Tap the filter icon (top right)
- Select criteria: Auditor, Location, Date Range
- Tap Apply to update the list
3. Download Reports
- Locate the report in the list
- Tap the download icon on the report card
- Choose Download when prompted
- Access downloaded file from device’s download manager
- Open report in Excel viewer or compatible app
Note: Downloaded Excel reports contain clickable links to view attached media (images/videos).
✨ Key Capabilities
| Feature | Description |
|---|---|
| Filter by Date | Quick filters: Today, Last 7 Days, Last 30 Days, or custom date range |
| Group Reports | Group by None (default), Auditor, or Location for organized viewing |
| Advanced Filters | Filter by Auditor, Location, Date Range, Status |
| Search | Quick search to locate specific reports |
| Download Formats | Excel (.xlsx) and PDF (.pdf) available for each report |
| Media Access | Excel reports include clickable links to attached media |
| Mobile Viewing | View downloaded reports directly on device |
🔑 Access & Permissions
| Permission | Details |
|---|---|
| User Access | Users can only view reports they have submitted |
| Credentials | Standard Nimbly mobile app login |
| Scope | Individual user perspective only |
| Admin Access | Broader cross-user access requires Web Admin platform |
Note: Viewing reports from other users or across all sites requires administrative permissions via the Web Admin platform.
🔗 Related Features
- Reports Overview - Main reports documentation
- Reports Hub - Admin report generation and management
- Sites - Location-based report filtering
- Questionnaires - Report structure and content source
- Schedule - Audit scheduling and report generation
- Issue Tracker - Issues linked to audit reports
✅ Best Practices
- Use Quick Filters: Access recent reports faster with Today, Last 7 Days, or Last 30 Days filters
- Group for Organization: Use Group by Location or Auditor to organize large report lists
- Download on WiFi: Download reports on WiFi to avoid mobile data consumption, especially for reports with media
- Install Viewers: Ensure Excel/PDF viewer apps are installed for optimal report viewing
- Check Media Links: Viewing embedded media links in Excel reports requires internet connectivity
- Search Effectively: Use the search bar to quickly locate specific reports by questionnaire name or location