> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autodetailcrm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights on Mobile

> Generate reports by type and date range on the phone, and export them as CSV.

**Menu → Insight** is the reporting surface. It answers questions about a period rather than showing live counters — the dashboard already does the live view.

<div className="phone-figure">
  <div className="phone-frame phone-frame--sm">
    <img src="https://mintcdn.com/adcrm/S1CKTz6_LFbXLYWl/images/mobile/insights.png?fit=max&auto=format&n=S1CKTz6_LFbXLYWl&q=85&s=2a192363c287167e7371035c09035549" alt="Mobile Insight screen with a report type selector, start and end date fields, a Generate button, and a Download CSV action." width="1320" height="2868" data-path="images/mobile/insights.png" />
  </div>

  <p className="phone-caption">Pick a report type and a date range, then generate.</p>
</div>

## Generate a report

<Steps>
  <Step title="Choose a report type">
    The selector lists the reports available to your role.
  </Step>

  <Step title="Set the date range">
    Start and end dates bound the report. They default to the current period.
  </Step>

  <Step title="Generate">
    The report builds and displays underneath.
  </Step>

  <Step title="Download CSV">
    Export the same data if you want to work with it in a spreadsheet or hand it to a bookkeeper.
  </Step>
</Steps>

Nothing generates until you pick a type and a range — the screen stays empty on purpose rather than guessing what you meant.

## Insights or dashboard?

| Question                              | Where to look         |
| ------------------------------------- | --------------------- |
| "What needs attention right now?"     | **Dashboard**         |
| "How did last month go?"              | **Insight**           |
| "What did we spend with this vendor?" | **Vendors → Reports** |

<Card title="Insights on the web" icon="desktop" href="/guides/insights">
  The full report catalogue and how each metric is calculated.
</Card>