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Downloading reports

The Download Reports screen is the archive of every PDF report available to your account, grouped by profile (client account). Use it to preview a single report in-app, save individual PDFs to your device, or download many at once.

Open it from the Download icon at the top of the report home.

Clarification - Available Reports

Note that for each account, there will usually only be one latest PDF report available for download, documenting the most recent state of the account at the time the report is generated and uploaded.

Any changes that occur between the report’s shipping time and the user’s viewing time may not be recorded or reflected in it.

What you see

  • A card per profile you have access to. Each card shows the profile name and a file count (e.g. "1 file").
  • Inside each card, one row per available PDF, with the title, uploaded date, and file size (e.g. "May 5, 2026 • 2.3 MB").
  • A checkbox next to each row, plus Select all / Deselect all buttons per card.
  • A Download selected (N of M) button pinned at the top.
  • A Filter icon (top-right of the screen) for narrowing the visible profiles.

Download Screen

Previewing a single PDF

Tap any PDF row on the PDF name (not its checkbox) to open it in the in-app preview. The preview supports:

  • Scrolling and zooming through pages.
  • A Download icon (top-right of the preview) to save the file to your device or share it.
If the preview fails to load

The screen shows "Failed to load PDF: …". Check your internet connection and tap back, then try again. If the same file keeps failing, use the Download action from the list to save it locally and open it in your device's PDF app.

Downloading one or more reports

  1. Tick the checkbox next to each report you want. The top button updates to Download selected (N of M).
  2. Tap Download selected.
  3. While the download runs, the button shows Downloading N/M… and individual rows show a spinner.
  4. When everything is done, a snackbar confirms: "Downloaded N files".

Files are saved to:

  • iPhone / iPad: the app's Documents directory, accessible via the iOS Files app under "On My iPhone / iPad → Panthera Insight". iCloud backup is intentionally off for these files.
  • Android: the device Downloads folder.

Multi-report screen

If some files fail

The snackbar reports "Downloaded N of M (K failed)" when one or more files could not be saved. Per-file errors also appear as a snackbar ("Download failed: …"). The successful files are saved; you can re-select only the failed ones and retry.

Bulk select within a card

Use Select all / Deselect all at the top of a profile card to flip every checkbox in that card. These buttons disable themselves when there is nothing left to act on.

Filtering by profile

If you have access to many clients, use the Filter icon (top-right) to narrow the list:

  1. Tap Filter profiles.
  2. In the dialog, untick the profiles you want to hide. The dialog also has Select all / Deselect all buttons.
  3. Tap Apply.

The filter icon turns the brand accent colour while a filter is active, with a tooltip such as "Profiles filtered (3)". Tap the icon again to adjust or clear the filter.

If you deselect everything

The dialog blocks the Apply button and shows "Pick at least one profile." — at least one profile must remain selected so the screen has something to show.

If you see "No profiles match the current filter."

Your current filter leaves the visible list empty. Open the filter dialog and re-include at least one profile.

Important notes about saved PDFs

Saved PDFs are a point-in-time copy

A saved PDF is a copy of the report at the moment you saved it. If Panthera later corrects a report, the saved copy on your device will not update. The version inside the app is always the current authoritative copy.

Privacy and backup

Saved PDFs are excluded from iCloud / device cloud backup by the app. They are stored only on the device they were saved to. Deleting the app removes them.

Edge cases

If the list fails to load — "Failed to load reports."

Check your internet connection and tap Retry. If the error persists, sign out and back in. If it still persists, email it@pantherafo.com.

If you see "No reports available yet."

No report PDFs are available to your account yet. Once your relationship manager finalises a report, it appears here automatically — pull-to-refresh the list or click the refresh button at the top-right corner to recheck.