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FAQs - Reporting Dashboard on Lasso Home Page

FAQs - Reporting Dashboard on Lasso Home Page

In this article:

About Reporting Dashboard

The Reporting Dashboard on the Lasso Home Page continues to evolve and we're looking for your feedback! Features of the dashboard include cross-project reporting and interactive charts that are designed to answer questions about your business, including:

  • How many leads are coming into each project?
  • How many appointments are being set and how many are being completed?
  • How are sales reps performing?
  • Are activities being completed?
  • What are the conversion rates from lead to purchaser, and how long is it taking to convert?

Features that answer these types of questions will be released gradually so check back each week to see what’s new! The types of charts and information displayed in the dashboard will depend on the unique setup for your company as well as the roles and permissions that have been assigned to you. If you have any questions, or have feedback on the reports, please use the Feedback button or contact your Lasso Client Director.

Need-to-Knows

When you are viewing the current dashboard, please keep in mind that we are continuing to make updates to this feature and we want your feedback! Use the Feedback button or contact your Lasso Client Director.

In the meantime, there are few things to note:

  • Traffic tab counts are based on new registrants in each  project. If a registrant is entered into one project and then is associated to another project (e.g. OSC and community projects), they will be counted twice on the Traffic tab. 
  • Rating counts are based on Registration Date, not Rating Change Date.
  • Purchaser reports are based on Status of Purchaser, not Rating. This is applicable only if you are using Lasso’s Purchaser Tracking and/or Inventory Center, or you have integrated Lasso with a purchaser/contract management system such as MarkSystems.
  • The information that you see depends on your sales role(s) and permissions:
    • If you have a Sales Manager role on all your assigned projects, you will see data for all assigned projects and associated users.
    • If you have a Sales Rep role on any  of your assigned projects, you will see only your own data for all assigned projects.

Access Reporting Dashboard

To access the Reporting Dashboard, click Dashboard BETA to the left of My Roles.

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This takes you to the Reporting Dashboard where you will see various report panels in which you can configure your reports.

Add Report to Dashboard

1 - Click Configure This Report in one of the panels to add a report. 

configurereport.jpg

2 - Select a report from the Report Library and click SELECT CHART.

ReportingDashboard_SelectChart.jpg

Your selected report will be displayed.

Elements of the report:

1 - Date that the data is based on.

If you select a date other than the chart default, this will change what the chart is counting. For example, the Traffic report default date is Registration Date. If you have selected the Traffic report and then you select Activity Date, you will change the report to count activities rather than traffic.

2 -  Date range that the data is based on.

Options include All Time, This Year, Last Year, This Month, Last Month, and Next 30 Days. Please note that the option of Next 30 Days applies to Activity and Appointment charts only.

3 - Dimension that the data is broken down by.

By default, some charts will display counts broken down by a dimension such as Project. To change the dimension, click on the dropdown arrow and select from the list of relevant options. Click REMOVE DIMENSION if you do not want the data broken down.

4 - Filters that are applied to data.

You may choose to filter the data by specific criteria such as Online Registrations, OSC projects, completed appointments, phone calls, etc. This section is where you can add relevant filters to your chart.

5 - The registrants that make up the counts in the chart are listed below it. Click a registrant name to go to the registrant profile.

6 - Sort the registrant list by clicking on a column heading.

Note: The numbers and lists that you see are dependent on your sales roles and associated permissions.

ReportingDashboard_Elements.jpg

Click on each available report box to populate with a report as needed.

Change Report Type

1 - In the report, click the settings button and then Change Report.

changereport2.jpg

2 - Select a report from the Report Library and click SELECT CHART.

ReportingDashboard_SelectChart.jpg

Change Report Title

1 - In the report, click on the Settings button and select Change Title.

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2 - Enter the new name for the report on the Title line and click OK.

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The new name will be saved.

Change Report Timeframe

In the report, click the dropdown arrow beside the Date button and select the desired date range.

ReportingDashboard_SelectDateRange.jpg

Filter Report

You can filter each report by various criteria, such as Sales Rep, Project, Rating, Source, Secondary Source, or Follow-Up Process. The criteria may vary depending on selected report.

1 - Click on the line below + Add Registrant Filter and select a filter from the list of options.

ReportingDashboard_SelectFilter.jpg

2 - Check the box(es) beside the desired criteria. The chart numbers will change according to your selection(s).

ReportingDashboard_SelectCriteria.jpg

Apply as many filters as desired. Your selected filter(s) will be saved for the next time you click back into the report. To remove a filter, click on the X to the right of it.

ReportingDashboard_RemoveFilter.jpg