Reports Tab | Child Care CRM Help Center

Reports Tab

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

50 articles in this collection
Written by Adrienne Strong, Carmen Echols, and Lisa Henkel

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

Video Playlist: CCCRM Reports

Written by Adrienne Strong
Updated over a week ago

Email Statuses in Child Care CRM

Written by Adrienne Strong
Updated over a week ago

Reports Overview

Reports Overview

Written by Lisa Henkel
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

Leads Reports Overview

Written by Lisa Henkel
Updated over a week ago

Lead List Report

Written by Lisa Henkel
Updated over a week ago

Scheduled Tasks

Written by Lisa Henkel
Updated over a week ago

Completed Tasks/Events

Written by Lisa Henkel
Updated over a week ago

Tour & Meetings

Written by Lisa Henkel
Updated over a week ago

Tour Variance

Written by Lisa Henkel
Updated over a week ago

Pending Leads

Written by Lisa Henkel
Updated over a week ago

Children

Introduction to Children Reports

Written by Lisa Henkel
Updated over a week ago

Child Starts

Written by Lisa Henkel
Updated over a week ago

Active Child List

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

Written by Lisa Henkel
Updated over a week ago

Mgmt System Export

Written by Lisa Henkel
Updated over a week ago

Opportunities

Opportunities Reports Overview

Written by Lisa Henkel
Updated over a week ago

Current Opportunities

Written by Lisa Henkel
Updated over a week ago

Stalled Opportunities

Written by Lisa Henkel
Updated over a week ago

Lost Opportunities

Written by Lisa Henkel
Updated over a week ago

Non Opportunities

Written by Lisa Henkel
Updated over a week ago

Marketing

Source of Leads

Written by Lisa Henkel
Updated over a week ago

Campaign Analysis

Written by Lisa Henkel
Updated over a week ago

Child Wait List

Written by Lisa Henkel
Updated over a week ago

Classroom Openings Report

Written by Lisa Henkel
Updated over a week ago

Win/Loss

Written by Lisa Henkel
Updated over a week ago

FTE & Revenue Pipeline

Written by Lisa Henkel
Updated over a week ago

Email Delivery

Written by Lisa Henkel
Updated over a week ago

Statistics

Conversion Success Report

Written by Lisa Henkel
Updated over a week ago

Period Comparisons

Written by Lisa Henkel
Updated over a week ago

Trend Tracking

Written by Lisa Henkel
Updated over a week ago

Conversion Timing

Written by Lisa Henkel
Updated over a week ago

Period Statistics

Written by Lisa Henkel
Updated over a week ago

Pending Lead Time

Written by Lisa Henkel
Updated over a week ago

Archive

Archive Reports

Written by Lisa Henkel
Updated over a week ago

Temporary Leave Reasons

Written by Lisa Henkel
Updated over a week ago

Withdrawn Reasons

Written by Lisa Henkel
Updated over a week ago

Rejected Reasons Report

Written by Lisa Henkel
Updated over a week ago

Administrative

Introduction to Administrative Reports

Written by Lisa Henkel
Updated over a week ago

Lead/Child Data Export

Written by Lisa Henkel
Updated over a week ago

Duplicate Check

Written by Lisa Henkel
Updated over a week ago

Location Activity

Written by Lisa Henkel
Updated over a week ago

Staff List

Written by Lisa Henkel
Updated over a week ago

Staff Usage

Written by Lisa Henkel
Updated over a week ago

Staff Tour Results

Written by Lisa Henkel
Updated over a week ago

Staff Sessions

Written by Lisa Henkel
Updated over a week ago

Logs

Logs

Written by Lisa Henkel
Updated over a week ago