Enquire Analytics Report Changes

The following will be a running list of updates made to reports over time.

4/15/2019


Sales and Marketing Analytics

  • Entire Report
    • Added Referring Contact name to drillthrough pages
    • Dynamic titles on visuals to reflect dates that apply to the visual
  • Referral Source
    • Updated calculation to only show activities for prospects that have a referral source associated with them
  • Market Source
    • Added Market Source Master filter to page

Census Analytics

  • Entire Report
    • Dynamic titles on visuals to reflect dates that apply to the visual
  • Availability
    • Added new "Waitlist" calculation
  • Waitlist
    • Added new waitlist report page that provides reporting based on the Waitlist module in Enquire CRM
  • Transactions
    • Updated transactions to correctly filter by location

3/29/2019


Sales and Marketing Analytics

  • Entire Report
    • Filters are now sticky and will persist across each page.
    • Added Care level filter
    • Removed (blank) and Training Communities/Locations
  • Lead Engagement
    • Modified Lead Engagement report to default to Active Leads from 1/1/2010 - 12/31/2049
    • Removed "Individuals Engaged" metric - no real value
    • Increased size of Individual Detail visual
    • Limited Engagement Metrics by Lead Score to only the selected metric (Active Prospect, No Next Step, Overdue Activities)
    • Added Lead Score filter
    • Optimization of calculations to increase performance and page load time

Census Analytics

  • Entire Report
    • Filters are now sticky and will persist across each page
    • Fixed bug that prevented communities from being filtered by communities assigned to a user
  • Resident Detail
    • Fixed bug with "Show Only" filter on Resident Detail page
    • Added "Base Monthly Amount" to Resident Detail page
    • Added "Floor Plan" to Resident Detail page

3/15/2019


  • Initial Release of Analytics Reports
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