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The Enquiry Reports Selection screen used to view/print pre-defined reports or customised reports for data that has been entered into the Enquiry module.
Use the From and Until date fields to enter the date range for the report.
Use the 
and 
icons to navigate to the next or previous week or month.
If your service is part of a group of services, using the View By drop down list you can choose to display details for children from your Centre, Subgroup, Area, Region, or Group.
Use the Field column to select the field/s that you would like to include if you are creating a Custom report. Use the down arrow in each of the field blocks to select the required field/s for your report. Once you have selected the required fields, click Apply at the bottom of the screen to display the report.
To define the number of lines you want to print on a page enter the number in the Lines per page field.
From the Print Mode drop down list select from a list of Default reports. Default reports available are:
Enquiry Details – will print a list of enquiries within the specified date range.
Enquiry Details (with comments) – will print a list of enquiries within the specified date range including any comments.
Lead Summary – will provide a breakdown of the type of lead received (i.e., website, phone etc.) and which area the leads were for.
Conversion Success – will print a list of the enquires with details of the percentage or enquires that have been converted to enrolments.
Conversion Timings – shows, by area, the amount of time taken to move enquiries from one category to another (i.e., how long it took for an enquiry to be contacted, how long it took to schedule a centre tour, etc.).
Create File
To create a .csv file from one of the reports, select the desired parameters, display the report to the screen, and click the 
icon next to the Print button. The created file name will be displayed on the screen, click on the file name if you wish to open it or right click to download a copy to your computer. To delete a .csv file, click the 
icon at the right hand side of the screen.
Once you have completed your selection criteria, click Print to display the report to your screen,
Click Print to Printer to print a hard copy of the report.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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