How to Run Phone Call and Text Reports

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Follow these steps to adjust your appointment booking time frames.

MUST HAVE ADMIN PANEL ACCESS TO PROCEED

Go to InstantAutoSite Admin Panel.
Enter your credentials to access your account dashboard

Click:
MARKETING → TASKS → RUN REPORTS

This will open your reporting dashboard.

Select Call Report from the report options.
Choose all desired shop locations.
Select the date range you want to review.
- 💡 Tip for Accurate Reporting: Allow at least 2 weeks to pass after your selected end date.
  - If your report ends on October 31st, wait until November 14th to run it.

This ensures time for:

- - Appointments to be completed
  - Repair orders to close
  - Revenue generated within 2 weeks after the call
    to properly attribute back to the original call.

4. Click Submit to generate the report.

Once the report loads, you can filter results by various settings.

Call Agent

💡: If you operate multiple locations: Agents may have multiple user profiles (one per location).Be sure to select all users assigned to that agent.

Click Apply Filters to refresh the results.

Repeat the same process for Text Reports:

Use this guide to generate detailed call and text activity reports across your shop location(s).