Reporting

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

Alert the Referral/Order owner once there has been an update to the associated notes.

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

Month-over-Month historical user trending report

More precise report definitions including calculations that are part of each report

Aggregated Referral source productivity reporting Month over Month Aggregated Marketer productivity reporting Month over Month Aggregated Marketer coaching reporting Month over Month Aggregated Goal reporting Month over Month

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...

Managers would like to only see their list of users in the Team tab list.

Summarize the notes from a particular period of the DVR with key insights

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.