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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 return to the main account dashboard.
  • 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

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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.

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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

    RETURN TO THE MAIN SUPPORT PAGE

    This report provides a more detailed view of the Snapshot Report that gets emailed out to administrators and district managers.

    Note

    Italicized terms represent clickable icons on the specific screen being discussed.

    Terms in blue are links to additional information about the described functionality.

    Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.

    Reference Column

    • (A) Location - Locations associated with your account with all the subsequent data to the right specific to that Location.

    • (B) Total Calls - The total number of calls, both inbound and outbound.

    • (C) Inbound Calls - The total amount of inbound calls.

    • (D) Outbound Calls - The total amount of outbound calls.

    • (E) Unprocessed Calls - The total number of calls that were waiting to be processed.

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    • (F) Total Leads - The total number of Leads that were created at each location.

    • (G) Active - The total number of Leads that are currently being worked on.

    • (H) Rented - The total number of Leads that have been rented.

    • (I) Lost - The total number of Leads that did not rent; thus were cancelled.

    • (J)Closing % - The percentage of total Leads that have rented.

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    Followup (per location)

    Manual (I) - Total manager completed follow

    • (K) Completed Follow-ups - The total number of all follow-ups completed at each location (Manual + Auto).

    • (L) Manual Follow-ups - The total number of manager completed follow-ups at each location.

    Auto

    • (

    J

    • M)

    - Total

    •  Auto Follow-ups - The total number of automatic follow-ups that were completed.

    Delay

    • (

    K

    • N)

    - Total

    •  Delayed Follow-ups - The total number of delayed follow

    up delays

    • -ups.

    • (O) Avg Outstanding

    (L)

    • Follow-ups - Average number of follow-ups that have yet to be completed per day.

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    Collections

    • (

    per location

    • P)

    • Completed

    (M) - Total collections actions

    • Collections - The total number of Collection events that have been completed.

    Error

    • (

    N

    • Q) Error -

    Number of collections actions

    • The total number of Collection events 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

    • R) Avg Outstanding Collections - The average number of Collection events that have been scheduled but not yet executed.

    Promise

    • (S) Promise to Pay

    (R) - Number

    • - The total number of Promise to

    Pay’s that were used by managers

    • Pay Collection events.

    Calls Inbound

    • (

    S

    • T) Inbound Collection Calls -

    Total

    • The total number of calls that have come through

    the collections

    • a Collection line.

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    Exclusions Summary

    • (U) Exclusions - The total number of exclusions at a given location (Customer + Employee-created).

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