REPORTING Feature Request

Per ZenDesk ticket 12388 - Customer would like the following specific reporting criteria in reporting options:

PER Customer Feedback:

The monthly KPIs that we track include:

• FIRST inquiries per month by inquiry date (excluding reschedules or follow-up appointments)
• Appointments set per month by appointment set date (again excluding reschedules, cancels and duplicates)
• Cancelled appointments per month by appointment set date
• Leads Issued per month by appointment date (also no duplicates)
• # of jobs sold and contract $s  per month based on appointment date

This currently takes 3 different report pulls and different levels of manual manipulation. Additionally, the 3 different date ranges get confusing, as do sales cycles that don’t fit neatly into a single month.