Performance & Reporting

CRM - The Reporting page

OverviewThe Reporting page is your hub for every report available in Marketscape CRM — from daily activity summaries ...
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Dynamic Reporting

Overview You can perform "Dynamic Reporting" when you customize reports to include columns of data you want to see, a...
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Reporting Overview

In Marketscape CRM there are various dashboards, views, and reports available to measure your individual or team's pe...
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Common Reports and Uses

Overview This article discusses some of the most commonly utilized reports in Marketscape CRM. Advanced AE Summary R...
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Configuring and Scheduling Reports

OverviewAny of the reports on the Reporting page of Marketscape CRM can be customized by using filtering options at t...
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Marketscape CRM Standard Reports

Overview Trella Health offers a variety of standard reports in Marketscape CRM you can use to analyze your individ...
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List of Marketscape CRM Standard Charts

Overview Marketscape CRM offers a variety of standard charts to analyze your individual and team performance, availab...
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Configurable Dashboards

Overview Configurable dashboards, which can be found by clicking the "Dashboards" button in the left navigation, offe...
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Creating and Editing a Dashboard

Marketscape CRM's configurable dashboards allows both managers and individual reps to pull relevant metrics from mult...
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Trending Admits by Referral Owner by - Referring Person/Referring Facility/Primary Physician

Overview Marketscape CRM offers three separate Trending Admits by Referral Owner reports, available in the Reporting ...
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Turning off a Scheduled Report

Scheduled reports will automatically send an emailed copy of the report to the user, as well as any additional recipi...
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Understanding Census and Census Budget Reports in Marketscape CRM

Disclaimer: Even though Marketscape CRM is not intended to be a bed management tool, we understand how important ce...
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Tenures: Configuring the Trend & Rank Report

The Trend & Rank report is a standard report that provides visibility into monthly admission trends for marketers bas...
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