Page Comparison

Access

Step 1

• After logging in as an Administrator, click Reports.

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Step 2 

• Click District Manager Snapsheet.

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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).

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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 (E) - Total Leads that were created at each facility.
• Active (F) - Total number of Leads that are currently still being worked.
• Rented (G) - Total number of Leads that have rented.
• Lost (H) - Total number of Leads that did not rent; thus were cancelled.

Followup (per location)

• Manual (I) - Total manager completed follow ups at each location.
• Auto (J) - Total number of automatic follow ups that were completed.
• Delay (K) - Total number of follow up delays.
• Avg Outstanding (L) - Average number of follow ups that have yet to be completed.

Collections (per location)

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