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About Client Admin Center Reports

About Client Admin Center Reports

The Reports area in the Client Admin Center is where an Administrator is able to not only access client-wide administration reports but also set particular default formats for reports in the Sales and Inventory Centers. Users with report permissions can then access standard reports that have been customized for their needs.

If you have special reporting needs that are not covered by the standard reports, we would be happy to discuss custom report development with you. Please contact the Support Desk at 1.855.400.4564 or support@lassocrm.com, or contact your Client Director for more information.

Report Settings – Set customized versions of reports as defaults and group projects that you would like to filter reports on, such as filtering by region.
Report Scheduler – Schedule reports to be automatically emailed  
List – Access reports containing data that spans across all your projects, including:

  • Project Sales Summary – Sales data summarized for each project, including number, dollar value, and percentage of units sold and unsold; ability to drill down to Sales Reports by project
  • Users Roles – Details on Lasso Users, including usernames, project email addresses, projects they are associated with and their roles, and whether their login or any associated projects or roles have been disabled
  • Aggregate Traffic Activity – Traffic, associated ratings, and history numbers for all your projects in one report, including aggregated numbers at regional levels, if applicable; ability to select specific date ranges
  • Aggregate Activity Summary – Activity numbers for all your projects by sales rep and registrant; ability to select specific date ranges
  • Aggregate Traffic Summary by Sales Rep – Same data as represented in the Aggregate Traffic Activity Report with the addition of a Sales Rep column to identify your traffic, ratings, and history broken down by Sales Rep; ability to select specific date ranges

To Access Client Admin Center Reports:

1 - Click into the Client Admin Center .

2 - Click on Reports.

3 - Click on List in the dropdown and select from the following reports:

  • Project Sales Summary – Sales data summarized for each project, including number, dollar value, and percentage of units sold and unsold; ability to drill down to Sales Reports by project
  • Users Roles – Details on Lasso Users, including usernames, project email addresses, projects they are associated with and their roles, and whether their login or any associated projects or roles have been disabled
  • Aggregate Traffic Activity – Traffic, associated ratings, and history numbers for all your projects in one report, including aggregated numbers at regional levels, if applicable; ability to select specific date ranges
  • Aggregate Activity Summary – Activity numbers for all your projects by sales rep and registrant; ability to select specific date ranges
  • Aggregate Traffic Summary by Sales Rep – Same data as represented in the Aggregate Traffic Activity Report with the addition of a Sales Rep column to identify your traffic, ratings, and history broken down by Sales Rep; ability to select specific date ranges

Note: While Activities can become History, the two are not the same.

Note: You must have a Client Administrator Role and Report permissions to access this area.

See also About Report Settings.