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 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)
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 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!
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.
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)
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).
New Inquiry
Description
All new inquiries for Prospects for the specified community.
Filters
- Start Date and End Date - The Created Date of the prospect (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).
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.
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).
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).
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).
