Web Reports in Insightly

Watch a recorded Reports flow inside Insightly on desktop web. Every screen and interaction is captured step by step — see exactly how Insightly designs the Reports experience for web users.

CRM

Insightly is the right CRM app if you often have sales teams in the field. It’s also often chosen by small businesses.

Save
download icon Download all screens
  • Web
Showing 25 Flows
Video preview
In this video
  • Reports
  • Search
  • Filters
  • Report details
  • Reports
  • Create report
  • Edit
Reports 28 Screens
Reports screenshot
Reports
Reports screenshot
Search
Reports screenshot
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Filters
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Report details
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Create report
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Edit
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Reports screenshot

Sign up to unlock this user flow

Try 3 Days
Unlock 25 hidden flows

Log In or Sign Up to See All
Insightly Flows

  • Reports
  • Search
  • Filters
  • Report details
  • Reports
  • Create report
  • Edit

Insightly

Reports
All saved

Add to collection

Create collection

Other CRM apps you might like

HubSpot CRM screenshot
Drip screenshot

Insightly Reports Flow on Web — Full Sequence

This recording documents the Reports flow inside Insightly's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific Reports Design Considerations

Reports on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Insightly's approach to Reports on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Reports Research on the Web

For growth teams, designers, and PMs researching Reports patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Insightly specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Insightly Reports flow cover?

The recording captures the full Reports sequence inside Insightly on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Insightly's web Reports differ from its mobile versions?

Web Reports flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Insightly also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see Reports flows from other web products?

Yes. The web Reports flows category gathers the same flow type from many different web products, so you can compare Insightly's approach against competitors and alternatives.

How up to date is the Insightly Reports recording?

Recordings are refreshed when Insightly ships notable redesigns, so the Reports flow reflects the current web experience.