Enquire Essentials - Census

Enquire Essentials - Census reports give you detailed information about your community's Occupancy and Move Ins and Move Outs.

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Census Summary


An overview of your community's occupancy.

 Filters

  Region   Care Group   Community   Current Year or Prior
  Date   Year   Month

 Visuals

Month End Census table

Your community's census information for the last day of the given months.

month_end_census_table.png

Column Description
Month Month for the given census data.
Units Total number of units for your community.
Total Occupied Total number of Occupied Units for your community.
Total Pending Total number of Pending Units for your community.
Total Vacant Total number of Vacant Units for your community.
Total Unoccupied Total number of Unoccupied Units for your community.
Occupancy % The percentage of Occupied Units for your community

Occupancy Trend bar graph

A month over month trend of your community's Occupancy %.

occupancy_trend_graph.png

Axis or Value Description
Y Axis The month of the captured census data.
X Axis The measured Occupancy %.
Value The Occupancy % for your community for the given month.

Axis and Value

Daily Census table

A day over day overview of your community's census information.

daily_census_table.png

Column Description
Date Each day for the selected month(s).
Units Total number of units for your community.
Occupied Total number of Occupied Units for your community.
Pending Total number of Pending Units for your community (these are vacant units with a pending move in).
Vacant Total number of Vacant Units for your community.
Total Unoccupied Total number of Unoccupied Units for your community.
Occupancy % The percentage of Occupied Units for your community.

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Census Summary full page view

Move Ins


Note: All move ins from this page are based on Housing Contracts.

Move ins for your community based on specified time frames.

 Filters

  Region   Care Group   Community   Transfer
  Month   Year   Date   Year to Date
  Respite

 Visuals

Monthly Move Ins

A month over month summary of your community's move ins

monthly_move_ins_table.png

Column Description
Month Name of the given month.
Past Move Ins Total number of move ins prior to and including today.
Upcoming Move Ins Total number of move ins for dates after and excluding today.
Move Ins Total number of move ins for the specified time frame

Move In Sources

Total move ins and percent grand total of move ins by Market Source.

move_in_sources_table.png

Column Description
Market Source Your community Market Sources.
Move Ins Total number of move ins for the specified time frame.
%GT Move Ins The grand total percentage each Market Source accounts for based on move ins.

Drillthrough

This visual supports drillthrough. This means that you can right click the values in the Market Source or Move Ins columns and choose the drillthrough option. You will be taken to a page to view the individuals corresponding to the chosen value.

move_in_sources_drillthrough.png

From the drill through page, you can click the blue arrow in the upper left to navigate back to the previous page.

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Length of Stay by Market Source Category bar graph

The average length of stay for move ins by Market Source master types.

length_of_stay_by_market_source_graph.png

Axis and Values Description
Y Axis Value
X Axis Market Source master types.
Value Average number of days.

Community Move Ins table

Move Ins for your community

community_move_ins_table.png

Column Description
Community Name Your community's name.
Past Move Ins Total number of move ins prior to and including today.
Upcoming Move Ins Total number of move ins for dates after and excluding today.
Move Ins Total number of move ins for the specified time frame.
MTD Move Ins Total number of move ins Month to Date.
Upcoming Move Ins Current Month Total number of scheduled move ins for the current month.
Future Move Ins Total number of scheduled move ins.

Permanent Move Ins and Transferred Move Ins Cards

The total of move ins displayed by permanent and transferred.

permanent_and_transferred_move_ins.png

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Move Ins full page view

Move Outs


Note: All move outs on this page are based on Housing Contracts.

Move outs for your community based on specified time frames.

 Filters

  Region   Care Group   Community   Transfer
  Month   Year   Date   Year to Date
  Respite

 Visuals

Monthly Move Outs

A month over month summary of your community's move outs.

monthly_move_outs_table.png

Column Description
Month Name of the given month.
Past Move Outs Total number of Move Outs prior to and including today.
Upcoming Move Outs Total number of Move Outs for dates after and excluding today.
Move Outs Total number of Move Outs for the specified time frame

Move Out Reasons

Total Move Outs and percent grand total of move outs by Move Out Reason.

move_out_reasons_table.png

Column Description
Move Out Reason Your community move out reasons.
Move Outs Total number of move outs for the specified time frame.
%GT Move Outs The grand total percentage each move out reason accounts for based on Move Ins.

Drillthrough

This visual supports drillthrough. This means that you can right click the values in the Move Out Reason or Move Outs columns and choose the drillthrough option. You will be taken to a page to view the individuals corresponding to the chosen value.

move_out_reasons_drillthrough.png

From the drill through page, you can click the blue arrow in the upper left to navigate back to the previous page.

move_out_reasons_drillthrough_page.png
 

Length of Stay by Move Out Reasons in days bar graph

The average length of stay by move out reason.

length_of_stay_by_move_out_reasons_bar_graph.png

Axis and Values Description
Y Axis Value
X Axis Move Out Reasons.
Value Average number of days.

Community Move Outs table

Move Outs for your community

community_move_outs_table.png

Column Description
Community Name Your community's name.
Past Move Outs Total number of move outs prior to and including today.
Upcoming Move Outs Total number of move outs for dates after and excluding today.
Move Outs Total number of move outs for the specified time frame.
MTD Move Outs Total number of move outs month to date.
Upcoming Move Outs Current Month Total number of scheduled move outs for the current month.
Future Move Outs Total number of scheduled move outs.

Permanent Move Outs and Transferred Move Outs Cards

The total of move outs displayed by permanent and transferred.

permanent_and_transferred_move_outs.png

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Move Ins full page view

Inventory Summary


An overview of your community's current inventory as well as detail upcoming move in and move out information.

 Filters

  Region   Care Group   Community   Today/Yesterday
  Floor Plan Group

 Visuals

Available Inventory table

Your community's currently available inventory

available_inventory_table.png

Column Description
Community Name Your community's name.
Unit Care Group The care group of the specified unit.
Unit Floor Plan The floor plan of the specified unit.
Unit Number The number of the specified unit.
Available If the unit is currently available.
Last Move Out Date The last recorded move out date of the specified unit (based on housing contracts).
Days Vacant Total number of days the specified unit has been vacant.

Occupied, Pending and Vacant donut chart

The total number of Occupied, Pending, and Vacant units for your community for the current day.

Note: This is a snapshot that is only updated once per day, for example if you add a Move In for today this will not be reflected as Pending until the following day.

occupied_pending_vacant_donut_chart.png

Value Color Description
Occupied Blue Total number of occupied units.
Pending Dark blue Total number of pending units (this counts both vacant units with a pending move in and Occupied units with a pending move in).
Vacant Lime green Total number of vacant units.

Highlights card

A summary of your community's inventory and average days vacant for units

inventory_summary_highlights_card.png

Item Description
Average of Days Vacant The average number of days units remain vacant at your community.
Occupied Total number of occupied units.
Pending Total number of pending units.
Vacant Total number of vacant units.
Residents Total number of individuals with an active housing contract.

Upcoming Move Ins table

A list of upcoming move ins for your community

upcoming_move_ins_table.png

Filters

The filters above this table are specific to this visual. They will only filter the Upcoming Move Ins table.

  Past or Future   Transfered   Year   Month
  Floor Plan Group
Column Description
Move In Date The date of the specified move in.
Name Name of the individual moving in.
Transfer Whether or not the move in is a transfer.
Unit Number The number of the unit the individual is moving into.
Unit Care Group The care group for the specified unit.
Unit Floor Plan The floor plan for the specified unit.

Upcoming Move Outs table

A list of upcoming Move Outs for your communityupcoming_move_outs_table.png

Filters

The filters above this table are specific to this visualization. They will only filter the Upcoming Move Outs table.

  Past or Future   Transfered   Year   Month
  Floor Plan Group
Column Description
Move Out Date The date of the specified move in.
Name Name of the individual moving in.
Transfer Whether or not the move in is a transfer.
Unit Number The number of the unit the individual is moving into.
Unit Care Group The care group for the specified unit.
Unit Floor Plan The floor plan for the specified unit.
Reason The reason for moving out.

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Inventory Summary full page view

Length of Stay


An overview of length of stay by various categories.

 Filters

  Region   Care Group   Community   Move Out Date
  Year to Date

 Visuals

Length of Stay by Care Level table

The average length of stay by unit care groups.

length_of_stay_by_care_level_table.png

Column Description
Unit Care Group Your community's care groups.
Avg. Length of Stay (Months) The average length of stay in months for each unit care group.
Move Outs The total number of move outs for each unit care group.

Length of Stay by Gender table

The average length of stay by individual gender.

length_of_stay_by_gener_table.png

Column Description
Gender Your community's gender options.
Avg. Length of Stay (Months) The average length of stay in months for each gender.
Move Outs The total number of move outs for each gender.

Length of Stay by Move Out Reason table

The average length of stay by move out reasons.

length_of_stay_by_move_out_reason_table.png

Column Description
Reason Your community's move out reasons.
Avg. Length of Stay (Months) The average length of stay in months for each move out reason.
Move Outs The total number of move outs for each move out reason.

Length of Stay by Market Source table

The average length of stay by individual market sources.

length_of_stay_by_market_source_table.png

Column Description
Market Source Your community's market sources.
Avg. Length of Stay (Months) The average length of stay in months for each market source.
Move Outs The total number of move outs for each market source.

Length of Stay by Market Source Master table

The average length of stay by market source master type.

length_of_stay_by_market_source_master_table.png

Column Description
Market Source Master The market source master types in Enquire CRM.
Avg. Length of Stay (Months) The average length of stay in months for each market source master type.
Move Outs The total number of move outs for each market source master type.

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Length of Stay full page view

Rent Roll


A list of current residents in your database.

 Filters

  Region   Care Group   Community   Transfer
  Respite

rent_roll_full_page_view.png

Column Description
Community Name Your community's name.
Unit Care Group Your community's unit care groups.
Unit Floor Plan Your community's unit floor plans.
Unit Number The number of each unit.
Monthly Fee The monthly fee of each unit.
Move In Date The individual's move in date.
Move Out Date The individual's move out date.
Individual Full Name The individual's name.
CRM Link A link to the individual in Enquire CRM.
Individual Gender The individual's gender.
Transfer? If the move in was a transfer or not.
Respite? If the move in is respite or not.

Transactions


A list of transactions for your community

 Filters

  Individual Care   Transaction Type   Transaction Status   Region
  Community   Transaction Effective Date

transaction_full_page_view.png

Column Description
Community Name Your community's name.
Individual Full Name The individual's name.
CRM Link A link to the individual in Enquire CRM.
Transaction Date The date the transaction was taken.
Type The type of the transaction.
Status The payment status of the transaction.
Description The description of the transaction.
Amount The dollar amount of the transaction.
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