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:
Summary
Audit usage export
Email tracking
Team activity
Audit log
Summary
The summary displays a quick glance at the number of audits generated and sites analysed broken down into the following-
Audits generated
audits ran this month
projected usage this month
audits ran last month
Sites analysed
average score
mobile optimised
Audit usage export
You can use this section to export the audits usage into a spreadsheet
Email tracking
Whenever an audit is shared via Insites, the activity on each email can be tracked. This includes when a client downloads the audit sent to them, and how many times they have opened the audit. The agent who created the audit and shared it with the client will also be notified of any activity associated with their audit via email. User agents will have access to some email tracking activity via the audit 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 audit will provide statistics that can be used as Key Performance Indicators (KPIs) or can form the basis of management information audits. 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 audit 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 audit 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 audit 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