Standard Reports

Standard Report Summary


Our Standard Reports allow you to quickly view and track what is going on in your communities. Information for each of the reports is pulled directly from your Enquire CRM system.

  Tip: All reports can be exported to Excel!

Activity Report


 Description

The Activity Report allows you to view all activities that have been logged into your database.

 Filters

  • Start Date and End Date - the Created Date of the activity (defaults year to date)
  • Assigned To - the Assigned User of the activity
activity_report.png

Activity Summary


 Description

An overview of activities being completed by user and community.

 Filters

  • Start Date and End Date - the Completed Date of the activity (defaults year to date)
activity_summary_community.png
activity_summary_user.png

Inventory


 Description

An overview of community inventory by Care Group, Floor Plan, Total Units, Total Occupied, Total Vacant, and % Occupied.

 Filters

None. This report defaults to the current day.

inventory_report.png

Inventory Report Excel export

Exporting the Inventory Report to Excel will give additional information about your inventory, including specific unit names and numbers, Room Status (Occupied or Vacant), and much more!

inventory_export.png

Lead Score


 Description

An overview of the Prospects in your database by Lead Score/Status Code. You will also be able to view which of these individuals have open activities and if they have toured.

 Filters

  • Community - the name of each community (defaults to your default community)
  • Date - None. This report defaults to the current day.

 Tip: Click the blue numbers in each cell to see the specific individuals.

lead_score_report.png

Market Source


 Description

An overview of inquiries by each Market Source and how each work through the Sale Stages from Inquiry to Move In.

 Filters

  • View by - view by Community or Company
  • Start Date and End Date - the Created Date of the individual (defaults year to date)
  • Community - the name of the community (defaults to your default community)
market_source_report.png

Move-In/Out


 Description

All Move-Ins and Move-Outs by community, unit, Transfer (Yes or No), and Move-In and Move-Out date.

Note: The Move-In and Move-Out dates for this report are from the individual's housing contract.

 Filters

  • Start Date and End Date - Since this report is split into a Move In section and a Move Out section, the date filter will filter based on Move-In Date for the Move In section and filter based on Move-Out Date for the Move Out section (defaults to the past 30 days). 
move_in_report_section.png
move_out_report_section.png

New Inquiry


 Description

All new inquiries for Prospects for the specified community.

 Filters

  • Start Date and End Date - The Created Date of the individual (defaults to the last 7 days).
  • Lead Score - The Lead Scores/Status codes in your database.
  • Community - The name of the community (defaults to your default community).
new_inquiry_report.png

Occupancy


 Description

Overview of specific unit care groups for each community. You will be able to see total available, Occupied, Unoccupied, % Occupied, and more.

 Filters

  • Start Date and End Date - The Calendar Date (defaults year to date).

    Note: The Total Move Ins and Attrition column are based on the time between the Start and End date inclusive and the Actual Occupied, Actual Unoccupied, % Occupied, % Occupied or Pending, and Total Pending are based on just the End Date. The People Assisted column is not affected by this date filter.

occupancy_report.png

Sales Conversion


 Description

Overview of sales conversions by Sales Stages.

 Filters

  • View by - Community, Enquire Staff,and Staff (your on-site community staff).
  • Start Date and End Date - The Created Date of the activity (defaults month to date).
sales_conversion_report.png

Waitlist & Deposit Report


 Description

All leads on the Waitlist or have a transaction with a Transaction Master Type of Deposit.

 Filters

  • Start Date and End Date - Since this report can show individuals based on a Waitlist Date or Deposit Transaction Date, the date filter will filter on Date on Waitlist if there is no deposit transaction for the individual and filter on Date of Deposit if the individual has a deposit transaction (defaults 1/1/1900 to date).
  • Community - The name of the community (defaults to your default community).
waitlist_and_deposit_report.png

Referral Source Report


 Description

An overview of Referral Sources and the number of referred leads by Sales Stages.

 Filters

  • View by - Community or Company.
  • Start Date and End Date - The Created Date of the referred individual.
  • Community - The name of the community (defaults to your default community).
referral_source_report.png
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