Reports Tab

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

42 articles in this collection
Written by Teddy Hook

Reports Overview

Reports Overview

Written by Teddy Hook
Updated over a week ago

How to Run a Report

Written by Teddy Hook
Updated over a week ago

Video Playlist: CCCRM Reports

Written by Teddy Hook
Updated over a week ago

6 Reports for Director Success

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

Written by Teddy Hook
Updated over a week ago

8 Management Reports for CRM Success

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

Written by Teddy Hook
Updated over a week ago

Queue/Schedule Reports

Understand how to use the Queue/Schedule button on your reports.

Written by Teddy Hook
Updated over a week ago

Leads

Lead List Report

Written by Teddy Hook
Updated over a week ago

Scheduled Tasks Report

Written by Teddy Hook
Updated over a week ago

Completed Tasks/Events Report

Written by Teddy Hook
Updated over a week ago

Tour & Meetings Report

Written by Teddy Hook
Updated over a week ago

Pending Leads Report

Written by Teddy Hook
Updated over a week ago

Children

Child Starts Report

Written by Teddy Hook
Updated over a week ago

Archive Child List Report

Written by Teddy Hook
Updated over a week ago

Child Status Tracking Report

Written by Teddy Hook
Updated over a week ago

Opportunities

Current Opportunities Report

Written by Teddy Hook
Updated over a week ago

Stalled Opportunities Report

Written by Teddy Hook
Updated over a week ago

Lost Opportunities Report

Written by Teddy Hook
Updated over a week ago

Non Opportunities Report

Written by Teddy Hook
Updated over a week ago

Marketing

Source of Leads Report

Written by Teddy Hook
Updated over a week ago

Campaign Analysis Report

Written by Teddy Hook
Updated over a week ago

Child Wait List Report

Written by Teddy Hook
Updated over a week ago

Classroom Openings Report

Written by Teddy Hook
Updated over a week ago

Win/Loss Report

Written by Teddy Hook
Updated over a week ago

FTE & Revenue Pipeline Report

Written by Teddy Hook
Updated over a week ago

Email Delivery Report

Written by Teddy Hook
Updated over a week ago

Text Delivery Report

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

Written by Teddy Hook
Updated over a week ago

Statistics

Conversion Success Report

Written by Teddy Hook
Updated over a week ago

Period Comparisons Report

Written by Teddy Hook
Updated over a week ago

Trend Tracking Report

Written by Teddy Hook
Updated over a week ago

Conversion Timing Report

Written by Teddy Hook
Updated over a week ago

Period Statistics Report

Written by Teddy Hook
Updated over a week ago

Pending Lead Time Report

Written by Teddy Hook
Updated over a week ago

Archive

Temporary Leave Reasons Report

Written by Teddy Hook
Updated over a week ago

Withdrawn Reasons Report

Written by Teddy Hook
Updated over a week ago

Rejected Reasons Report

Written by Teddy Hook
Updated over a week ago

Administrative

Lead/Child Data Export Report

Written by Teddy Hook
Updated over a week ago

Duplicate Check Report

Written by Teddy Hook
Updated over a week ago

Location Activity Report

Written by Teddy Hook
Updated over a week ago

Staff List Report

Written by Teddy Hook
Updated over a week ago

Staff Usage Report

Written by Teddy Hook
Updated over a week ago

Staff Tour Results Report

Written by Teddy Hook
Updated over a week ago

Staff Sessions Report

Written by Teddy Hook
Updated over a week ago