Once you’ve successfully accessed the Date Comparison Report, you’ll be able to run the data collected from Insite+ survey responses through a series of custom parameters to get a better understanding of your performance in that particular part of the resident lifecycle. These include:
- Date Picker
The Date Picker is the cornerstone of the Date Comparison report, and it allows you to input two date ranges of your choice and to compare data between the two. To input your desired date ranges, just click into the white boxes beneath the gray “Date Range (Newer)” and “Compared to (Older)” text near the top of the page. You’ll enter the more recent of your two date ranges in the “Newer” box (left), and the older ones in the “Older” box (right). Remember that for both of these boxes, clicking into the date to the left of the arrow allows you to select a start date while clicking to the right of the arrow allows you to select an end date.
If you ever want to compare data between two relatively common window of time, you’ll find it best to click on one of the four presets offered on the bottom of the Date Picker’s dropdown calendars. These include “Today,” which covers only the data received on the present date; “Yesterday,” which covers only the data received one day before the present date, “Last 7 Days,” which covers the data received in the last week; and “Last 30 Days,” which covers the data received in the past 30 days.
Note that throughout the Date Comparison Report, all the data that corresponds to the newer date range is always displayed in blue, while the data that corresponds to the older one is always displayed in yellow.
Filters give you the freedom to study your survey performance across all your communities at once, by team or region (as set up by your Account Manager), and all the way down to the individual community level. To select which filters through which you’d like to run your Date Comparison Report, click the “Add Filter” button in the upper righthand corner of the page. You will then be taken to the “Communities” pop-up window, from which you can check off the teams or communities you’d like to see data for in your next report.
Since some property managers are responsible for tending to several different communities, this pop-up window has been equipped with a couple of handy features to make tracking them down individually as easy as possible. For instance, the search bar that runs along the top can be used to quickly locate a community hidden inside a larger team or regional grouping. Similarly, the “Collapse/Expand All” button in the window’s bottom left-hand corner gives you a complete view of each team and community associated with your company.
Regardless of what you check or uncheck inside this window, you’ll want to remember to always hit the “Apply” button in the box’s bottom right corner whenever you’re finished. If you close out of the pop-up without hitting Apply, none of your new selections will be saved.
Keep in mind that in order for any Date or Filter changes to actually affect your Date Comparison Report, you must always hit the blue “Run” button near the upper righthand corner of the page (just to the right of the “Add Filter” button).
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