The reports area allows a user to create and save custom reports. It also has a number of default reports which will allow tracking of the admission rate and marketing success.
Creating and Using a Report with Report Builder
Building a Report
clicking on the reports button in the lower left hand corner of the
dashboard, the report building screen will appear. To build a report,
first choose what information needs to be displayed, to do this click on
the areas in the green box in the upper left hand corner and choose the
fields that need to be displayed by checking he boxes next to each
After choosing the fields that need to be displayed, set
some filters to gather the information that will be reported. In the the
blue bar a filter to select what type of contact is available.
Additional criteria to filter by is accessed by clicking on the first
box under Filter Criteria
. This will produce a list of filters to
specify criteria. When the criteria is selected, choose the next step
by selecting an option in the drop down box. This can be done by filling
all five criteria boxes. After defining the criteria, the user can
specify if the individual needs to meet "All" of "Any" of the criteria
below the Filter Criteria
Here is an example on how to create a report that shows all current clients:
1. Select First
and Last name
from the Fields to Display
2. Select Clients
from the blue bar.
3. Choose TAG
under the first box in Filter Criteria
4. Choose Equal
from the next drop down box.
5. Choose CRM Current
from the last drop down box.
6. Choose to match "All" criteria.
7. Click View Report
, and a report will generate from the criteria specified.
the report is generated, a few options will appear in the green bar
across the top of the report. The first from left to right is the
ability to export the information in a spreadsheet format, this will
allow the user to manipulate the information, such as creating graphs or
ordering the information. The next function allows the user to print
the report and the last function allows the user to save the search
criteria to run the report again at a later date.
The Saved Reports section is a list of any reports that have been built in the past that were saved. This allows the user to save time when needing information on a daily, weekly or monthly basis. A report can be built once and then modified to reflect the information needed at any given time.