Activity reports for Sales & Marketing

A guide to activity reporting

Sharlotte Briscoe avatar
Written by Sharlotte Briscoe
Updated over a week ago

The activity reports section is key to understanding how your teams are using Insites, and provides valuable key performance indicators too. Activity reports can be accessed by administrators by clicking on the profile silhouette and selecting Activity Reports from the drop-down menu.

The reporting section is split into five key areas:

  1. Summary

  2. Report usage export

  3. Email tracking

  4. Team activity

  5. Audit log

Summary

The summary displays a quick glance at the number of reports generated and sites analysed broken down into the following-

Reports generated

  • reports ran this month

  • projected usage this month

  • reports ran last month

Sites analysed

  • average score

  • mobile optimised

Report usage export

You can use this section to export the report usage into a spreadsheet

Email tracking

Whenever a report is shared via Insites, the activity on each email can be tracked. This includes when a client downloads the report sent to them, and how many times they have opened the report. The agent who created the report and shared it with the client will also be notified of any activity associated with their report via email. User agents will have access to some email tracking activity via the report settings.

For management purposes, administrators can gather email tracking information for all users. Within Email tracking, it is possible to filter by month, agent, domain and by status.

Team activity

If you need detailed information about your users and how they utilise Insites, then the team activity report will provide statistics that can be used as Key Performance Indicators (KPIs) or can form the basis of management information reports. At a glance, administrators can see a list of all their agents and can compare key statistics. If you have a large number of users, it is possible to search for a particular user by name using the search bar at the top. You can also filter this report by date by clicking on the two date fields next to the user search bar and selecting a ‘from’ and ‘to’ date. This is also really useful for coating the information to send out in newsletters to your sales reps to help generate some healthy competition

Audit log

This section provides a list of all activity that takes place by any user in the account.

Configuring statistics shown

It is possible to customise which statistics are displayed in the Team activity reports. A maximum of 7 statistics can be displayed at any one time and can be configured by clicking on the pencil icon and then selecting/deselecting those required. The current list includes:

  • Added an integration

  • Added a business

  • Added competitor

  • Added custom logo

  • Added product

  • Added user

  • Changed report settings

  • Checklist progress reset

  • Checklist task checked

  • Checklist task unchecked

  • Created proposal

  • Deleted product

  • Disabled summary point

  • Edited inbound settings

  • Edited product

  • Edited proposal

  • Edited user

  • Enabled summary point

  • Exported advanced statistics

  • Generated PDF

  • Grammar issue ignored

  • Logged in

  • Logged out

  • Ran batch analysis

  • Removed an integration

  • Removed competitor

  • Removed user

  • Retested business

  • Searched business

  • Searched URL

  • Sent email

  • Spelling issue added to the dictionary

  • Total tested

  • Viewed PDF options

  • Viewed activity

  • Viewed advanced statistics

  • Viewed competitors

  • Viewed details

  • Viewed email page

  • Viewed present mode competitors

  • Viewed present mode details

  • Viewed present mode proposal

  • Viewed present mode summary

  • Viewed proposal

  • Viewed report details

  • Viewed settings

  • Viewed summary

  • Viewed usage statistics

Exporting usage by user information

To export all usage by user information, select the icon below the user search bar that looks like a piece of paper with its corner folded over. You will then be given the option to export the statistics to a CSV file, either by using the fields currently selected or exporting all fields available

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