How to Download The Report from InstaFinancials?

How to Download The Report from InstaFinancials?

Introduction: InstaFinancials allows you to access and download your delivered reports online for three months. This article provides a comprehensive guide on how to do so. You can download, and analyze your reports anytime and from anywhere.

Steps in Brief:  
You can download the report in any of the following 3 ways:
Option 1: Order Delivery Email 
  • Click on the PDF / EXCEL icon on the order delivery email that you might have received on the registered email ID
Option 2: Report History
  • Login to InstaFinancials
  • Click on My Orders & Reports --> Click My Reports
  • Click on the Download button that is against the company name to download the report
Option 3: Reports Tab on Company Basic Page
  • Login to InstaFinancials
  • Search the Company Name
  • Visit Reports Tab --> Click on the Report Type
  • Click on PDF / EXCEL to download the report
Please find the detailed step-by-step guide mentioned below.

Step-by-Step Guide:
  • Login to InstaFinancials: Access your InstaFinancials account by entering your login credentials.

  • Search for the Company:  Use the search bar on the InstaDashboard page to find the company whose report you want to view.
  • Choose the Purchased Report Type :  In the "Reports" section, select the specific report type (e.g., InstaSummary, InstaDetailed) that you have already received.

  • Download Report

    • Download in PDF/XL Format: Click on the "PDF / XL" option to download the report in the respective formats.

  • Download from Email: Check your registered email inbox for the report delivery email from InstaFinancials. Open the email with subject “InstaFinancials | Product Delivered” and locate the download link to download the report directly to your device.

  • Download from My Reports: On the InstaFinancials platform, navigate to the “My Reports” Table, which displays a record of all your purchased reports. You can download the desired report by clicking the download button of the desired report.

By following the outlined steps below, you will be able to effortlessly download your purchased reports online through the InstaFinancials platform. Please keep in mind that the reports will remain accessible for a period of three months from the date of purchase. If you encounter any difficulties or require additional assistance, please feel free to contact our InstaFinancials support team via email at or by phone at +91 7879776776. We wish you a productive and insightful experience while exploring and analyzing your reports.

Note: The reports will remain accessible for a period of three months from the date of purchase.

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