Understanding the InstaReports Application
InstaReports is a versatile prospecting tool. This application allows you to leverage the contact information within your CRM to generate comprehensive reporting documents. These reports serve as a powerful tool in presenting your services.
The software automatically evaluates the performance of a user's website or marketing activities, given the necessary input. The generated report will include a performance score, a list of identified errors, and suggestions for optimizations that could enhance their online marketing presence.
Guide to Accessing and Using the InstaReports Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘InstaReports’.
Exploring the InstaReports App
1. My InstaReports
The first tab, 'My InstaReports,' displays all the InstaReports made by your team. The table includes columns for:
Business Name - Identifies the company evaluated in the InstaReport.
Status - Shows the current status of the InstaReport. The status options include 'Built', 'Queued', 'Retrying', and 'Failed'. You can filter your InstaReports by status.
Phone - The business's contact number featured in the InstaReport.
Email - The business's email featured in the InstaReport.
Created - Displays the number of days passed since the InstaReport was finalized.
On the right of the table is the Activity Feed. It updates as you select different reports within the table. The feed highlights essential information like queue status, build status, and view tracking.
There are also options to resend your email orSMS notification and an option to copy a link to the report.
The second tab, 'Reporting', contains a basic reporting breakdown for all your InstaReport builds. It includes graphs showing the number and percentage of successful builds and views, as well as an industry breakdown section.
You can modify the reporting date by using the calendar widget on the top-right corner of the page.
The 'My InstaReports' tab allows you to adjust the layout of your table. Click on 'Manage Columns' in the top-right corner for a menu of all available columns.
The essential fields include 'Company Name', 'Status', and 'City'. However, you can choose to include or exclude additional fields by checking or unchecking the box beside the field name.
The fields can be arranged in your preferred order by dragging and dropping. Any unwanted column can be removed by clicking on the 'X' next to each field.
Remember to save your customized layout once you're satisfied.