Pull this report when looking for referral activity information by community(s).
With this report, you'll be able to get data on:
- Number of new referrers and worked referrers
- Number of face-to-face activities (scheduled and unscheduled visits)
- Number of calls and emails
- Number of referrals
- Number of move-ins
The report can be filtered by:
- Scheduled vs. Complete
- Referrers Scores
- Lead Source
- Description
- Organization
- Zip Code
- ...and so much more!
There are additional columns that can be added/rearranged from the button.
Some Activity Type/Stage will give you the option of "Do Not Display", [Display] "Successful", "Initial", "Repeat", and more. You'll have better control over when and how these activity summaries are displayed. You can select any and all of these to show as separate columns on the report.
If you need to toggle "Do Not Display" on an activity type shown, click the drop-down button and de-select all the display options. "Do Not Display" will autofill in the selection instead.
The date range can be sorted by week over week, month over month, quarter over quarter, and year over year.
Additionally, this report can be grouped by community group, community, organization, lead source, referrer, or sales counselor.
*Note: Selecting "show variance" adds columns that compare each time period to the previous one.
*Note: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.
*Note: Some reports now include a "Heatmap" dropdown option, which allows you to highlight specific columns that automatically color-code them from either best-to-worst or worst-to-best; green being the best and red being the worst.