Intake Performance Summary Report Follow
The Intake Performance Summary is a daily report that provides an overview of the new leads received as well as e-signs sent and signed for the current day. This report can also be used to compare the daily new lead and e-sign metrics with the all-time totals, which helps you keep track of the progress made each day in comparison to the overall progress.
Using the main navigation menu on the left-hand side of the screen, go to “Reports”.
⚠️ Only users with the Reports permission will have access to this screen.
Navigate to the “Intake Performance Summary” page.
In the top-left corner of the page, you will find the "Case Type Filter" setting. This setting can be used to filter the report by specific case type(s). If this filter is not used, the report will show results for all case types by default.
The "New Leads Today" tile shows the number of new records created in the portal for today only. The "E-Signs Sent Today" and "E-Signs Signed Today" tiles show the number of e-signs sent and signed today, respectively.
The "Total Leads" tile shows the total number of all lead/case records in the CRM portal (not including deleted records). The "Total Sent E-Signs" and "Total Signed E-Signs" tiles show the total number of all e-signs that have ever been sent and signed. These bottom 3 tiles account for all records in the CRM and are not restricted by a date range.
Beneath the tiles, there will be four pie charts that further break down the reporting numbers.
The “New Intakes Today by Status” graph shows the percentage of new records from today that, by status, have been categorized as an intake. These are records that were created today and placed in a status that falls under the “Wanted/Chasing” and “Clients” dashboard categories.
The “New Leads Today by Status” graph shows the percentage of new records from today that have been categorized as a lead. These are records that were created today and placed in a status that falls under the “New/Open”, “Referred”, and “Rejected” dashboard categories. To learn more about Dashboard Categories, please click here.
The “Total Intakes by Status” graph shows the percentage of all records in the portal that are in a status that falls under the “Wanted/Chasing” and “Clients” dashboard categories.
The “Total Leads by Status” graph shows the percentage of all records in the portal that are in a status that falls under the “New/Open”, “Referred”, and “Rejected” dashboard categories.
Below the pie charts, there will be list views of all of the metrics presented above.
To download or schedule this report, click the "Export/Schedule Report" button located in the upper-right corner of the page. In the small pop-up that appears, give the report a name, and select whether you'd like to export it now or select a delivery frequency to schedule the report for automatic delivery.
- Export Now – This option gives you the ability to export the report once in real-time via the Notification Center. Once the report is ready to export, you simply need to click the bell icon in the upper-right corner of your screen to download it!
You will also receive a Notification Center email when the report is ready to download.
You can turn off the email notifications that deliver when a report is ready. Click your user initials bubble in the upper-right corner of the screen and go to User Settings > Notification Center > Uncheck the 'Email' checkbox for the "Reports" notification type.
- Daily/Weekly/Monthly/Bi-Weekly – These options give you the ability to schedule the report for automatic delivery via email! The report can be sent to any email address you input. Depending on the delivery frequency, you can choose the specific day(s) of the week, the time of the day, and even the specific day of the month that you want the report to be sent! We recommend reviewing the pop-up to see all the available options.
💡 It's important to note that this report exports and downloads as an HTML file. Upon opening the HTML file, you will find links for every case type that was included in the report with an option to download next to the case type(s). The links will download Excel files for each case type. If you did not filter your report by case type, there will be links for every active case type in the CRM portal. Inside the Excel files, the report will be split up into several sheets.
If you need further assistance with your CRM system, please reach out to the support team.
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