Reports Tab | Child Care CRM Help Center

Reports Tab

This section will outline how reports are used within the ChildCareCRM system.

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46 articles in this collection
Written by Adrienne Strong, Carmen Echols, Lisa Henkel and 1 other

6 Reports for Director Success

This article will describe which reports you should run everyday if you are a director.

Written by Lisa Henkel
Updated over a week ago

Video Playlist: CCCRM Reports

Written by Adrienne Strong
Updated over a week ago

8 Management Reports for CRM Success

This article will explain the 8 reports you should constantly run.

Written by Lisa Henkel
Updated over a week ago

Email Statuses in Child Care CRM

Written by Adrienne Strong
Updated over a week ago

Period Comparisons Report

Written by Lisa Henkel
Updated over a week ago

Pending Lead Time Report

Written by Lisa Henkel
Updated over a week ago

Reports Overview

Reports Overview

Written by Lisa Henkel
Updated over a week ago

Queued Reports

The Queued Reports feature allows you to run a report in the background while you continue to work in the system uninterrupted.

Written by Carmen Echols
Updated over a week ago

Report Features

Scheduled Reports

Written by Lisa Henkel
Updated over a week ago

How to Run a Report

How to Run a Report

Written by Lisa Henkel
Updated over a week ago

Leads

Lead List Report

Written by Lisa Henkel
Updated over a week ago

Scheduled Tasks Report

Written by Lisa Henkel
Updated over a week ago

Completed Tasks/Events Report

Written by Lisa Henkel
Updated over a week ago

Tour & Meetings Report

Written by Lisa Henkel
Updated over a week ago

Pending Leads Report

Written by Lisa Henkel
Updated over a week ago

Children

Child Starts Report

Written by Lisa Henkel
Updated over a week ago

Archive Child List Report

Written by Lisa Henkel
Updated over a week ago

Child Status Tracking Report

Written by Lisa Henkel
Updated over a week ago

Opportunities

Current Opportunities Report

Written by Lisa Henkel
Updated over a week ago

Stalled Opportunities Report

Written by Lisa Henkel
Updated over a week ago

Lost Opportunities Report

Written by Lisa Henkel
Updated over a week ago

Non Opportunities Report

Written by Lisa Henkel
Updated over a week ago

Marketing

Source of Leads Report

Written by Lisa Henkel
Updated over a week ago

Campaign Analysis Report

Written by Lisa Henkel
Updated over a week ago

Child Wait List Report

Written by Lisa Henkel
Updated over a week ago

Classroom Openings Report

Written by Lisa Henkel
Updated over a week ago

Win/Loss Report

Written by Lisa Henkel
Updated over a week ago

FTE & Revenue Pipeline Report

Written by Lisa Henkel
Updated over a week ago

Email Delivery Report

Written by Lisa Henkel
Updated over a week ago

Text Delivery Report

Learn how to produce a report showing your organization’s outbound text messaging.

Written by David Weiss
Updated this week

Statistics

Conversion Success Report

Written by Lisa Henkel
Updated over a week ago

Period Comparisons Report

Written by Lisa Henkel
Updated over a week ago

Trend Tracking Report

Written by Lisa Henkel
Updated over a week ago

Conversion Timing Report

Written by Lisa Henkel
Updated over a week ago

Period Statistics Report

Written by Lisa Henkel
Updated over a week ago

Pending Lead Time Report

Written by Lisa Henkel
Updated over a week ago

Archive

Temporary Leave Reasons Report

Written by Lisa Henkel
Updated over a week ago

Withdrawn Reasons Report

Written by Lisa Henkel
Updated over a week ago

Rejected Reasons Report

Written by Lisa Henkel
Updated over a week ago

Administrative

Lead/Child Data Export Report

Written by Lisa Henkel
Updated over a week ago

Duplicate Check Report

Written by Lisa Henkel
Updated over a week ago

Location Activity Report

Written by Lisa Henkel
Updated over a week ago

Staff List Report

Written by Lisa Henkel
Updated over a week ago

Staff Usage Report

Written by Lisa Henkel
Updated over a week ago

Staff Tour Results Report

Written by Lisa Henkel
Updated over a week ago

Staff Sessions Report

Written by Lisa Henkel
Updated over a week ago