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changes.mady.by.user Patrick Hauser (Unlicensed)

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Access

Step 1

  • After logging in as an Administrator, click Reports.



Step 2 

  • Click District Manager Snapsheet.



Step 3 

  • Click the icon (A) next to Call Tracking Reports: District Manager Snapsheet and you’ll be brought back to the Reports home screen. 
  • The date range selected (B). 
  • Use the filter option (C) to narrow your report, including updating the date range.
  • You can export the report to another program by clicking (D).



Layout

Location 

  • Lists all locations on your account, each in their own column.  All data to the right of each location applies to that location




Calls (per location)

  • Total (A) - Number of calls (inbound & outbound).
  • Inbound (B) - Total inbound calls.
  • Outbound (C) - Total outbound calls.
  • Unprocessed (D) - Total number of calls that are waiting to be processed by the manager.




Leads (per location)

  • Total (AE) - Total Leads that were created at each facility.
  • Active (BF) - Total number of Leads that are currently still being worked.
  • Rented (CG) - Total number of Leads that have rented.
  • Lost (DH) - Total number of Leads that did not rent; thus were cancelled.




Followup (per location)

  • Manual (AI) - Total manager completed follow ups at each location.
  • Auto (BJ) - Total number of automatic follow ups that were completed.
  • Delay (CK) - Total number of follow up delays.
  • Avg Outstanding (DL) - Average number of follow ups that have yet to be completed.




Collections (per location)

  • Completed (AM) - Total collections actions that have been completed.
  • Error (BN) - Number of collections actions that did not go out due to an error.
  • Excluded (CO) - Number of customers that have been excluded from receiving some collection action.
  • Avg Outstanding (DP) - Average number of collections actions that have been scheduled but not yet executed.
  • Promise to Pay (ER) - Number of Promise to Pay’s that were used by managers.
  • Calls Inbound (FR) - Total number of calls that have come through the collections line.