Standard Reports in Enquire Analytics

The following guides you through how to retrieve the existing standard reports via Enquire's Analytics reports. Each report will contain all the same data points as the previous report in addition to more filter options and interactivity.

Activity Report


The Activity Report can be recreated in the Activity and People Analytics report.

To run the Activity Report via the Activity and People Analytics report:

  1. From the main dashboard, click the "YTD Completed Activities" module.
    CompletedActivitiesSquare.png
  2. At the top of the summary page, click the "Detail" icon (page with magnifying glass).
    SummaryButton.png
  3. Filter the report as desired with the drop downs and date selectors along the top of the page.

Activity Report

ActivityReport.png

Activity and People Analytics Activity Report

ActivityReportAnalyticsDetail.png

Inventory


The Inventory report can be recreated using the Census Analytics report.

To run the Inventory report via the Census Analytics report:

  1. Click the Inventory Board tab.
    InventoryBoardTab.png
  2. Filter the report as desired with the drop downs along the top of the page.

Inventory report

InventoryReport.png

Census Analytics Inventory Board

InventoryBoard.png

Move In/Out


The Move In/Out report can be recreated using the Census Analytics Resident Detail tab.

To run the Move In/Out report via the Census Analytics report:

  1. Click the Resident Detail tab.
    ResidentDetailTab.png
  2. The Resident Detail page defaults month to date. If you would like to select your dates, click the calendar icon at the top and then update the Period Start and Period End date filters as desired.
    ResidentDetailCalendar.png
  3. Filter the report by Move Ins or Move Outs by clicking the box on the right side of the page.
    MoveInsOutsPicker.png

Move In/Out report

MoveInOutReport.png

Census Analytics Resident Detail

ResidentDetail.png

Activity Summary


The Activity Summary can be recreated in the Activity and People Analytics report.

To run the Activity Summary report via the Activity and People Analytics report:

  1. Click the Completed Activities Summary (Community) tab.
    CompletedActivitiesTab.png
  2. Filter the report as desired with the drop downs along the top of the page.
  3. If you would like to view Completed Activities by user, click the user icon along the top of report.
    UserIcon.png

Activity Summary

ActivitySummary.png

Activity and People Analytics Completed Activities Summary

ActivityByCommunity.png

New Inquiry


The New Inquiry report can be recreated in the Activity and People Analytics report using the New Leads Summary page.

To run the New Inquiry report via the Activity and People Analytics report:

  1. Click the New Leads Summary tab.
    NewLeadsSummaryTab.png
  2. Along the top of the New Leads Summary page, click the Detail icon.
    DetailIcon.png
  3. Filter the report as desired with the drop downs along the top of the page.

New Inquiry report

NewInquiryReport.png

Activity and People Analytics New Leads Summary

NewLeadsSummary.png

Market Source


The Market Source report can be recreated in the Sales and Marketing Analytics report using the bottom left visual of the Sales Summary page.

To run the Market Source report via the Sales and Marketing Analytics report:

  1. Click the Market Source tab.
    MarketSourceTab.png
  2. This visual defaults to the current month. If you would like to filter to a specific date, click the Calendar icon at the top of the report.
    MarketSourceCalendar.png
  3. Filter the report as desired with the drop downs and date selectors along the top of the page.

Market Source report

MarketSourceReport.png

Sales and Marketing Analytics Market Source

MarketSourcePage.png

Occupancy


The Occupancy report can be recreated in the Census Analytics report using the page.

To run the Occupancy report via the Census Analytics report:

  1. Click the Summary tab.
    SummaryTab.png
  2. Hover over the bottom Detail visual and click the Focus Mode icon.
    FocusMode.png
  3. This visual defaults month to date. If you would like to view this for a specific time frame, click the calendar icon and update the Period Start and Period End date filters before clicking Focus Mode.
    OccupancyCalendar.png
  4. Click the plus and minus buttons to the far left of each row to expand and collapse levels of detail.
    ExpandCollapse.png

Occupancy report

OccupancyReport.png

Census Analytics Occupancy Summary

OccupancySummary.png

Waitlist & Deposit


The Waitlist & Deposit report can be recreated in the Census Analytics report using the Wait List page and Transactions page. If you are not using Enquire's new Waitlist feautre, you will need to use the Waitlist Module report to view your waitlist.

To run the Wait List report via the Census Analytics report:

  1. Click the Wait List tab.
    WaitlistTab.png
  2. Filter the report as desired with the drop downs and date selectors along the top of the page.

To run the Deposits report via the Census Analytics report:

  1. Click the Transactions tab.
    TransactionsTab.png
  2. Using the Transaction Type filter at the top of the report, choose the type(s) your company uses for deposits.

To run the Wait List report via the Wait List Module report if your company is not using the new Wait List feature:

  1. On the reports page of Enquire, click the report named Wait List Module.
    WaitlistModule.png

Waitlist & Deposit report

WaitlistDeposit.png

Census Analytics Wait List report

WaitlistReportCensusAnalytics.png

Census Analytics Transactions report

TransactionsReport.png

Referral Report


The Referral Report can be recreated in the Sales and Marketing Analytics report using the bottom left visual found on the Referral Summary tab.

To run the Referral Report via the Sales and Marketing Analytics:

  1. Click the Referral Summary tab.
    ReferralSummaryTab.png
  2. Filter the report as desired with the drop downs and date selectors along the top of the page.

Referral Source report

ReferralReport.png

Sales and Marketing Analytics Referral Summary

ReferralSummaryVisual.png

Sales Conversion


The Sales Conversion report can be recreated in the Sales and Marketing Analytics report using the Sales Summary tab.

To run the Sales Conversion report via the Sales and Marketing Analytics:

  1. Click the Sales Summary tab.
    SalesSummaryTab.png
  2. This page defaults to the last 30 days. If you would like to view this for a specific time frame, click the calendar icon and update the Period Start and Period End date filters.
    SalesSummaryCalendar.png

Sales Conversion report

SalesConversion.png

Sales and Marketing Analytics Sales Summary

SalesSummaryPage.png

Exporting Data

Each visual on a report can be exported to Excel. To export to Excel:

  1. Hover over the visual you would like to export data for and click the ellipses (...) in the upper right. Click Export data.
    ExportData.png
  2. On the Export data modal, click the Summarized data radio button, leave the file format as .xlsx (Excel), and click Export.
    ExportDataModal.png

Note: Some visuals will only export data in a Summarized format.

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