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Reporting

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Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 6 days ago in Reporting 0

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green about 1 year ago in Reporting 2 Already exists

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens 9 months ago in Reporting 0 Will not implement

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 2 months ago in Reporting 0

AI (Artificial Intelligence) Summary of the DVR Reports

Summarize the notes from a particular period of the DVR with key insights
Amery Zita 2 months ago in Reporting 0

Add Market Spotlight Utilization to CRM Reporting + INS Reporting

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.
Guest 4 months ago in Reporting 0

Report>Calls Per Day

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols 10 months ago in Reporting 0 On Roadmap

Include Additional Filter to Inactivity Report

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.
Nica Yabut about 1 year ago in Reporting 0

AE Detailed Contact Productivity Report (Referrals) Add Filter for Primary vs. Referring

to include a filter to identify what the providers role was on the referral/ order
Bryan Costreie 7 months ago in Reporting 0

Detailed AE Summary Report Visit frequency to Last Vist

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Bryan Costreie about 1 year ago in Referrals / Reporting 0 Future consideration