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Client Admin Center - Reports

Client Admin Center - Reports

In this article:

About Client Admin Center Report Menu

The Reports menu in the Client Admin Center includes:

  • Report Settings - Set up versions of Sales Center and Inventory Center reports that include only specific columns so that users have only what's needed when accessing the reports
  • Report Scheduler - Set up scheduled emails for traffic reports
  • List - Access reports containing data for all projects

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About Report Settings

Report Settings in the Client Admin Center contains the following functionality:

  • Report Groups - This is applicable to the Project Sales Summary in the Client Admin Center. Organize projects into groups to view the data on an aggregate level. For example, you may wish to group projects based on geographical location or by sales managers and be able to view summary data for that specific group.
  • Report Version Overrides - The Lasso standard reports in the Sales Center and Inventory Center may contain columns that users who are accessing the reports do not need on a regular basis. Use the personalize feature in each report to remove columns that are not relevant to your users and then override the default report version with the personalized version. This way, when users click on the report, the personalized version you created automatically comes up and is standard for all users.

The Report Settings functions are accessed in the Client Admin Center in the Reports menu.

About Report Scheduler

The Report Scheduler allows you to set a schedule to email the Aggregate Activity SummaryAggregate Traffic Activity, and Weekly Activity Snapshot reports to specified recipients automatically. You can set up as many scheduled reports as needed and your frequency options include once, hourly, daily, weekly, and monthly.

The Report Scheduler is accessed in the Client Admin Center in the Reports menu.

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About Client Admin Center Reports

Reports in the Client Admin Center include:

  • 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

The standard Client Admin Reports are accessed by clicking on Reports and then List.

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Add Report Group

The Report Group function allows you to filter the Project Sales Summary by selected projects.

1 - In the Client Admin Center, click Reports and select Report Settings.

2 - Under Report Groups, click on Add Group.

3 - In the Group Name field, enter a name for the report group.
4 - Under Projects, check the boxes beside the projects that you want to include in the report group, and Save.

Add Report Version Override

Note: You must create a personalized version of a report prior to adding a Report Version Override. Please refer to Personalize Columns on Reports for instruction on personalizing columns.

1 - In the Client Admin Center, click Reports and select Report Settings.

- Click on the Report Version Overrides tab.

3 - Click on Add Version Override.

4 - Double-click in the Project space and, from the dropdown, select the project for which you want to override the default report version.

5 - Double-click in the Report space and, from the dropdown, select the Lasso report that you want to override.
6 - Double-click in the Version space and, from the dropdown, select the report version that you want to save as the default, and Save.

Note: The Version dropdown lists only the personalized report versions of the user that is logged in. Report versions that other users have created are not listed.

Update/Edit Report Group

1 - In the Client Admin Center, click Reports and select Report Settings.

2 - Under Report Groups, double-click on report group that you want to update.

3 - To change the group name, place your cursor in the Group Name field and update as needed.

4 - To change the projects that are associated with the report group, check and uncheck the boxes under Projects as needed.

5 - Click Save.

Update/Edit Report Version Override

Note: If you intend to change the Report Version Override for a project, you must create a personalized version of the report prior to changing the Report Version Override. Please refer to Personalize Columns on Reports for instruction on personalizing columns.

1 - In the Client Admin Center, click Reports and select Report Settings.

2 - Click on the Report Version Overrides tab.

3 - To change the project that the override is associated with, double-click in the Project cell and select the new project in the dropdown.
4 - To override a different Lasso report, double-click in the Report cell and select the new Lasso report that you want to override.
5 - To change the report version, double-click in the Version cell and select the new report version that you want as the default.

Note: The Version dropdown lists only the personalized report versions of the user that is logged in. Report versions that other users have created will not be listed.

6 - Click Save.

Delete Report Group

1 - In the Client Admin Center, click Reports and select Report Settings.

2 - Under Report Groups, click on the Report Group that you want to delete.
3 - Click on Delete Group.

4 - You will be asked if you are sure you want to delete the selected group(s). Click Yes.

Delete Report Version Override

1 - In the Client Admin Center, click Reports and select Report Settings.

2 - Click on the Report Version Overrides tab.

3 - Click on the Report Version Override that you want to delete.
4 - Click on Delete Version Override.

5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

About Aggregate Activity Summary Report

The Aggregate Activity Summary is accessed in the Client Admin Center under Reports and List.

The Aggregate Activity Summary displays Activities and associated details for each registrant, including whether or not the activity has been completed. The report can be filtered by Activity Date, Completion Date, Project, Rating, Source Type, Secondary Source Type, Registrant Status, Contract Preference, Activity Type, and Activity Completion Status. As with other standard Lasso reports, the Aggregate Activity Summary can be exported to Excel.

In addition, you can schedule the Aggregate Activity Summary to be emailed to specific users as well as those outside of Lasso. This can be done once or on a regular basis such as weekly or monthly. The emailed report represents data for the past week, i.e. the previous 7 days up to and including the day before report generation. For example, if you schedule the report to run at 9:00am on Monday, it will provide the previous Monday to Sunday’s data. The report is attached to the email in the form of an Excel document and the setup is completed via the Report Scheduler in the Client Admin Center under Reports.

About Aggregate Traffic Activity Report

The Aggregate Traffic Activity Report is accessed in the Client Admin Center under Reports and List.

The Aggregate Traffic Activity Report displays traffic, rating, and activity history numbers for all your projects. This report allows you to view information on an aggregate level for both a specified timeframe as well as to date. Filters give you the ability to view specific Regions (if applicable), Projects, Sources, Ratings, and History as well as specifi date ranges. By default, the report provides data for the previous seven days. As with other standard Lasso reports, the Aggregate Traffic Activity Report data can be exported to Excel.

The report is divided into the following sections:

  • Traffic for Timeframe – Displays the number of new registrants by source and rating for the specified timeframe based on registration date. It also provides First Visit and Return Visit counts for the timeframe as well as percentages representing the number of First Visits divided by the Total Traffic (First Visit/Traffic) and the number of registrants with the rating of Purchaser divided by the number of First Visits (Purchaser Rating/First Visit).
  • Traffic to Date – Displays the number of registrants by source and rating to date. It also provides First Visit and Return Visit counts to date as well as percentages representing the number of First Visits divided by the Total Traffic (First Visit/Traffic) and the number of registrants with the rating of Purchaser divided by the number of First Visits (Purchaser Rating/First Visit).
  • History for Timeframe – Displays the number of history entries by type for the specified timeframe.

Note: If Yes is indicated for the Exclude from Traffic field in a registrant profile, that registrant will not be counted in the report.

In addition, you can schedule the Aggregate Traffic Activity Report to be emailed to specific users as well as those outside of Lasso. This can be done once or on a regular basis such as weekly or monthly. The emailed report represents data for the past week, i.e. the previous 7 days up to and including the day before report generation. For example, if you schedule the report to run at 9:00am on Monday, it will provide the previous Monday to Sunday’s data. The report is attached to the email in the form of an Excel document and the setup is completed via the Report Scheduler in the Client Admin Center under Reports.

About Aggregate Traffic Summary by Sales Rep

The Client Admin Center contains a report that displays traffic, rating, and activity history numbers for all your projects broken down by Sales Rep. This report allows you to view information on an aggregate level for each individual Sales Rep for both a specified timeframe as well as to date. Filters give you the ability to view specific Sales Reps, Projects, Sources, Ratings, History, or Timeframes. By default, the report provides data for the previous seven days. As with other standard Lasso reports, the Aggregate Traffic Summary by Sales Rep data can be exported to Excel.

The report is divided into the following sections:

  • Traffic for Timeframe – Displays the number of new registrants by source and rating as well as assigned primary sales rep for the specified timeframe based on registration date. It also provides First Visit and Visit counts based on history date. Summary as well as per project data is displayed.
  • Traffic to Date – Displays the number of registrants by assigned primary sales rep by source and rating to date. It also provides First Visit and Visit counts to date. Summary as well as per project data is displayed.
  • History for Timeframe – Displays the number of history entries by type broken down by the sales rep associated to the history for the specified timeframe. Summary as well as per project data is displayed.

To access the reportclick Reports, select List and then Aggregate Traffic Summary by Sales Rep.

About Weekly Activity Snapshot Email Report

The Weekly Activity Snapshot Email Report shows the lead and sales activity for the week. This is an emailed report that provides the email recipient with a snapshot view of weekly project counts of the following:
Leads and Sources including Total New Leads, Online Registrations, and Walk Ins
Activity including completed Visits, Emails, Phone Calls, and delivered Mass Mails
Sales including Firm, Closed, and Cancelled units of inventory (applicable only if you are using Lasso's Inventory Center)

Clicking on a project name or number in the report will log the email recipient into Lasso, allowing them to view more detailed information (providing they have login and report permissions).

The report is set up using the Report Scheduler in the Client Admin Center under Reports.

To set up a Weekly Snapshot Report, an Administrator selects:

  • Source Types are selected for totals in the Total New Leads and Walk Ins columns.
  • History Types are selected for totals in the Visits, Emails, and Phone Calls columns.
  • A Schedule is set up for the email to be sent at a specific time on an hourly, weekly, monthly, or one-time basis.
  • Email Recipients are selected from a dropdown of Lasso users. Non-Lasso users can be copied in on the email by entering email addresses into a Cc field.

Schedule Aggregate Activity Summary to be Emailed

1 - In the Client Admin Center, click Reports and select Report Scheduler.

2 - Click on Create Report Schedule.

3 - Select the report in the Report dropdown.
4 - Enter a name for the report in the space beside Job Name.
5 - Enter a subject for the email in the space beside Subject. This is what the email recipient will see in the subject line of the email.
6 - In the dropdown beside Schedule Type, select the frequency with which you would like the report to be emailed.

Your options are:

  • Once
  • Hourly
  • Daily
  • Weekly
  • Monthly

Note: The report contains data for a 7-day period ending the day before the report is sent. For example, if you schedule a report to be emailed daily and the recipient receives it on June 26, it will show data for June 19-25. When the recipient receives it again on June 27, it will show data from June 20-26.

If you choose Once, select the day and time you want the report to be sent.

If you select Hourly, select the number of minutes past the hour that you want the report to be sent.

If you select Daily, select the time that you want the report to be sent.

If you select Weekly, select the day(s) of week and the time that you want the report to be sent.

If you select Monthly, select the day and time that you want the report to be sent.

7 - In the Recipients section, in the dropdown beside Users, select the names of those who should receive the report. If the report should be emailed to others who are not Lasso users, enter their full email addresses in the Additional Recipients space. Separate email addresses with a semi-colon.

8 - In the Report Parameters section, select:

  • Regions - Select the regions that you would like to include in the report. Please note that selecting regions will not automatically include only the corresponding projects. Projects must also be selected as needed.
  • Projects - Check the boxes beside the projects that you would like to include in the report.

9 - Click Save.

You are able to create as many scheduled email report versions as you need.

Schedule Aggregate Traffic Activity Report to be Emailed

1 - In the Client Admin Center, click Reports and select Report Scheduler.

2 - Click on Create Report Schedule.

3 - Select Aggregate Activity in the Report dropdown.
4 - Enter a name for the report in the space beside Job Name.
5 - Enter a subject for the email in the space beside Subject. This is what the email recipient will see in the subject line of the email.
6 - In the dropdown beside Schedule Type, select the frequency with which you would like the report to be emailed.

Your options are:

  • Once
  • Hourly
  • Daily
  • Weekly
  • Monthly

Note: The report contains data for a 7-day period ending the day before the report is sent. For example, if you schedule a report to be emailed daily and the recipient receives it on June 26, it will show data for June 19-25. When the recipient receives it again on June 27, it will show data from June 20-26.

If you choose Once, select the day and time you want the report to be sent.

If you select Hourly, select the number of minutes past the hour that you want the report to be sent.

If you select Daily, select the time that you want the report to be sent.

If you select Weekly, select the day(s) of week and the time that you want the report to be sent.

If you select Monthly, select the day and time that you want the report to be sent.

7 - In the Recipients section, in the dropdown beside Users, select the names of those who should receive the report. If the report should be emailed to others who are not Lasso users, enter their full email addresses in the Additional Recipients space. Separate email addresses with a semi-colon.

8 - In the Report Parameters section:

  • Sections - Select the sections that you would like to include in the report. Sections are as follows:
    • Traffic for Timeframe – new registrants with registration dates within the selected report timeframe
    • Traffic to Date – all registrants to date
    • History for Timeframe – history with history dates within the selected report timeframe
  • Regions - Select the regions that you would like to include in the report. Please note that selecting regions will not automatically include only the corresponding projects. Projects must also be selected as needed.

Note: This applies only if your projects are categorized by regions in the Project Admin Center.

  • Projects - Check the boxes beside the projects that you would like to include in the report.

9 - In the Options section, select the Sources, Ratings, and History Types that you would like included in the report.


10 - Click Save.

Create as many scheduled email report versions as you need.

Schedule Weekly Activity Snapshot to be Emailed

1 - In the Client Admin Center, click Reports and select Report Scheduler.

2 - Click on Create Report Schedule.

3 - Select Weekly Activity Snapshot in the Report dropdown.

4 - Enter a name for the report in the space beside Job Name.

5 - Enter a subject for the email in the space beside Subject. This is what the email recipient will see in the subject line of the email.

6 - In the dropdown beside Schedule Type, select the frequency with which you would like the report to be emailed.

Your options are:

  • Once
  • Hourly
  • Daily
  • Weekly
  • Monthly

Note: The report contains data for a 7-day period ending the day before the report is sent. For example, if you schedule a report to be emailed weekly and the recipient receives it on June 26, it will show data for June 19-25.

If you choose Once, select the day and time you want the report to be sent.

If you select Hourly, select the number of minutes past the hour that you want the report to be sent.

If you select Daily, select the time that you want the report to be sent.

If you select Weekly, select the day(s) of week and the time that you want the report to be sent.

If you select Monthly, select the day and time that you want the report to be sent.


7 - In the Recipients section, in the dropdown beside Users, select the names of those who should receive the report. If the report should be emailed to others who are not Lasso users, enter their full email addresses in the Additional Recipients space. Separate email addresses with a semi-colon.

8 - In the Report Parameters section:

  • Include Inventory Stats - This applies only to those clients who subscribe to Lasso's Inventory Center. Select Yes if you would like to see Firm, Closed, Cancelled, and To Date inventory numbers.
  • Projects - Check the boxes beside the projects that you would like to include in the report.
  • New Lead Sources - Check the boxes beside the Source Types that you would like included in the Total New column of the Leads and Sources section.

9 - In the History Types Setup section, select the history types that you would like included in the Visits, Emails, and Phones columns of the Activity section. For each column, check only those history types that apply. For example, for Visits, check Appointments, Return Visit, and Visit. For Emails, check Email. For Phones, check Phone - Text, Phone - Call-In, Phone - Call-Out, and Phone - Left Message.

Note: If your online form (registration page) contains an automatic email reply and the History Type of Email is selected in the History Types Setup, the automatic reply will be included in the Email count in the Weekly Activity Snapshot Report.

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10 - Click Save.

Create as many scheduled email report versions as you need.

Update/Edit Emailed Report Details

1 - In the Client Admin Center, click Reports and select Report Scheduler.

2 - Click on the name of the Report Schedule that you want to edit. This will bring up the details in the panel on the right.

3 - To change the Job Name cell, click in it and edit as desired.

4 - To change the Subject, click in it and edit as desired.

5 - To change the Schedule Type, click on the dropdown and select the frequency you want, along with the timing required.

Note: The report contains data for a 7-day period ending the day before the report is sent. For example, if you schedule a report to be emailed daily and the recipient receives it on June 26, it will show data for June 19-25. When the recipient receives it again on June 27, it will show data from June 20-26.

6 - To change the Recipients, edit or remove users or additional email addresses as required.

7 - If applicable, to change the Report Parameters, check and uncheck the boxes as required.

8 - When you are satisfied with your changes, click Save.

Delete Report from Report Scheduler

1 - In the Client Admin Center, click Reports and select Report Scheduler.

2 - Click on the name of the Report Schedule that you want to delete.

3 - Click Delete Report Schedule.

4 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.