Running the Annual Survey Report

Once you’ve successfully accessed the Annual Report, you’ll be able to run the data collected from your annual survey responses through a series of custom parameters to get a better understanding of your performance across all your communities. These include: 

Date Picker 

The Date Picker allows you to individually analyze data from each annual survey you send out. While this normally only happens once a year, some companies may choose to send out annual surveys bi-yearly or quarterly. In that instance, each survey will be named after the time at which it was originally sent (i.e. 2019 Q1, 2019 Q2, etc).  

To see data for your desired survey, click the dropdown box near the upper righthand corner of the page. Then select the appropriate period.  

Filters

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 Annual 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).