This document serves to help you learn how to access and navigate the InstaReports application within your dashboard. Here, you’ll be able to quickly create and send various reports to your prospects regarding their site health, SEO scores, paid ad campaign performance, and much more.

InstaReports is one of our most popular prospecting tools. With this application, you’ll be able to make use of the contact information available in your CRM and generate reporting documents you can use to sell your services.

Our reporting software will automatically grade the performance of a user’s website or marketing efforts when you provide the necessary information. In addition to this score, the report will contain a list of errors present and the optimizations that your team can take to improve their online marketing presence.

To access the InstaReports application:

The default page of the application will feature eight (8) unique InstaReport templates for you to use. These templates include:

You can Preview any of these reports by hovering over the template and clicking on the button that appears. If you like what you see, you can begin building by clicking Build.

You can follow the step-by-step process for how to build an InstaReport here.

The second tab within the InstaReports application contains a table of every InstaReport your team builds.

Let’s go through each column found within the table:

This is the name of the company analyzed within InstaReport.

This indicates the current status of the InstaReport build. This column also correlates to the Status filter that you can find by looking on the far left side of this page. This column will contain a one-word descriptor along with a matching color that corresponds to the filter options.

You can use the filter options on the left to quickly sort your InstaReports for easier browsing. Check the box next to one or more Status options and the table will update automatically.

This is the phone number of the business featured in the InstaReport. This is also the number you entered if you set up a notification to send to the client or prospect.

This is the email of the business featured in the InstaReport. This is also the email you entered if you set up a notification to send to the client or prospect.

This shows how many days have elapsed since the completion of the InstaReport build.

While outside the table, the Activity Feed on the far right corresponds to your various reports. If you click on any report within the table, the Activity Feed will update automatically. This shows a few pieces of key information:

At the bottom, you will see a header titled View Tracking. This shows the name and contact details of whom you sent the InstaReport for review. You can check to see if the user opened the InstaReport by looking at the circle on the left. A green checkmark will also populate here when the user accesses their report.

This also features three buttons you can use to quickly resend your email or SMS notification. The remaining button allows you to copy a link to the report, which you can use to share with others.

Finally, you can search for a specific InstaReport by utilizing the search bar located just above your Activity Feed.

The last tab contains a basic reporting breakdown for all of your InstaReports builds.

The left graph details all of your successfully Built InstaReports. The bolded number on the left shows the total number of InstaReports. The percentage in parentheses tells you how many attempted builds were successful versus how many failed. For example, if this shows 100%, that means all of your InstaReport builds were successful.

The second graph shows how many InstaReports were viewed. The bolded number on the left shows the total amount of views, while the percentage in parentheses compares your total views to total builds.

You can also hover over any point on either graph to see exactly how many builds or views you had on a specific day.

Further below, you’ll find the Industry Breakdown section. This utilizes the same counts featured in the graphs above but details the data by each industry featured in your various reports.

The Report Type will show the industry, whereas Built and Viewed show the counts explained from the graphs above.

Finally, you can change the Reporting Date for your InstaReports by using the calendar widget located in the top-right corner of the page. You can select any of the pre-defined periods you’ll find on the left, or you can set a custom date by clicking once to set your Start Date and once more to set your End Date. The Reporting tab will update automatically.

The My InstaReports tab gives you the ability to edit the layout of your table. You can do this by clicking on the Manage Columns button found in the top-right corner to the right of the search bar.

A menu will appear that lists all of the available columns for your table. While we discussed the default four that appear above, we will give a brief overview of each here:

The only mandatory fields include Company Name, Status, and City. You can choose to show or hide the additional fields by checking or unchecking the box next to the field name.

On the right, you can drag and drop the field names to sort your table into the order you like. You can also delete a column from your table by clicking on the X to the right of each value.

When you’re happy with your column customization, be sure to click Save.