The Lost Inquiries report shows all Inquiries with statuses from the Lost group for the selected period. It allows you to analyze data and find helpful patterns, like what types or statuses are the most common for lost Inquiries.
You can create the report on the Reports > Inquiries > Lost Inquiries page.
There are three parameters by which the report is generated:
Period. This parameter allows you to select the time frame for which the report will be generated: today, yesterday, this week, this month, last week, last month and custom.
Location. Here you can select one / several / all locations if there is more than one.
Inquiry Type. Use this option to see the lost Inquiries by different types.
Choose needed parameters and click on the Apply button.
In the report, every new row is a new Inquiry. There are nine columns:
Date and time of Inquiry closing
Inquiry # with Inquiry’s ordinal number
Inquiry type
Status with current Inquiry status from the Lost group (we always recommend using causes of failure in the status names, so you can analyze the most common causes and work on them)
Created, the column contains the name of the employee who created the Inquiry (if the Inquiry were created from the missed call automatically, this column would be empty)
Manager
Client (if there is no client name but phone number only, the column will contain the Unknown client value)
Phone number specified in the Inquiry
Comment
The last column contains comments from the Inquiry Form field, not the Event Feed.
To configure column displaying, click on the table button and tick checkboxes with columns you want to see in the report.
To change the width of the columns, drag and drop column borders.
Also, you can print the report and export it to an Excel file. Click on Actions and select the desired action.
Besides the information in the columns, the exported file will also contain the Location data.