Enquire Analytics Report Changes

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

6/29/2019

New Report - A new Lost Leads report provides brand new insight into lost leads. You'll be able to answer questions like: How many leads were lost this month? Where did they go? and what is the lost lead rate by user?
New Calculation - A Re-inquiries calculation has been added to the Detail line and bar graph on the Sales Summary page. This calculation is based on the "Reinquiry?" checkbox found when expanding an activity:
Update - The "Detail" line and bar graph visual on the Market Source page is now displayed by Month and Year.
Fix - All day activities will correctly reflect the date visible in Enquire.
Fix - Only Active Prospects will appear on the Individual Overview table visual on the Lead Engagement page.

Update - Added Indivividual Type column to Wait List page. This will help you determine Prospects or Residents on your waitlist.
Update - Updated the User column on the Wait List page to now reflect the User the individual is assigned to instead of the user that created the Wait List record.
Update - Added Lead Score as a column to the Wait List page.
Fix - Postal codes will no longer omit leading or trailing zeros.
Fix - Links to Guides on the Logic Page now correctly link to YouTube videos.

Update - Updated the definition of Active Prospects to reflect the Sales and Marketing Analytics (Individual Status = Active, Individual Type does not equal Resident, and Lead Score Master does not equal Move In, Lost Lead, or Unqualified).
Update - Added Activity Type, Activity Type Master, Activity Resolution, and Activity Resolution Master to the “YTD Completed Activities” User/Community Summary pages as well as the “Overdue & Upcoming” Summary pages. These can be accessed by expanding the filter pane on the right.

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

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

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

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