| REPORT TYPE | VISP Reports | |
| LEADS | ||
| 1 | Total Active Leads | Reports > Subscriber > New User Report (Date Bound) |
| 2 | Newly Added Active Leads (weekly) | New User Report (Date Bound) |
| 3 | Newly Lost Leads (weekly) | Deleted Customers Report |
| 4 | Active Leads Sub-totals by “How Heard About Us?” (weekly) | Marketing Source Details Based on Setup Date Statistics Report (Date Bound) |
| 5 | Active Leads by EBB/ACP (weekly) | Chart of Accounts + Income by Account |
| 6 | Active Leads by City (weekly) | New User Report (Date Bound) + City Filter |
| 7 | Active Leads Sub-total by County (weekly) | New User Report (Date Bound) + Filtered by Address 1 |
| 8 | Sub-total by Business (weekly) | New User Report (Date Bound) + Filtered by Company Name |
| CUSTOMERS | ||
| 1 | Total Active Customers (Current + Delinquent) | Reports > Subscriber > Active Subscribers Report + Billing Status Filter |
| 2 | Sub-total by Newly Added (weekly) | Reports > Subscriber > New User Report |
| 3 | Sub-total by Tower (weekly) | Reports > Equipment > ISP Site Locations |
| 4 | Sub-totals by “How Heard About Us?” | Reports > Marketing > Marketing Source Statistics or Use the Main Table and Filters |
| 5 | Sub-total by EBB/ACP | Reports > Billing > Billing History Report |
| 6 | Sub-total by Service | Reports > Subscriber > Subscribers with Active Service (Fiber, Internet, VoIP, etc) |
| 7 | Sub-total by Business | Reports > Subscriber > Active Subscribers (Date Bound) |
| 8 | Sub-total by City | Reports > Subscriber > Active Subscribers (Date Bound) |
| 9 | Sub-total by County | Reports > Subscriber > Active Subscribers (Date Bound) |
| 10 | Total Cancellations | Reports > Marketing > Cancellation Survey (Date Bound) |
| 11 | Sub-total by Newly Cancelled (weekly) | Reports > Marketing > Cancellation Survey (Date Bound) |
| 12 | by Service | Reports > Marketing > Cancellation Survey (Date Bound) |
| 13 | Sub-total by Business | Reports > Marketing > Cancellation Survey (Date Bound) |
| 14 | Sub-total by City | Reports > Marketing > Cancellation Survey (Date Bound) |
| 15 | Sub-total by County | Reports > Marketing > Cancellation Survey (Date Bound) |
| 16 | Customer Referrals | Reports > Marketing > Marketing Source and Source Details Report |
| UPSELLS | ||
| 1 | Customer Service Rep: Selling initial package and any hardware/software add ons | Reports > Billing > Billing History Report (Date Bound) |
| 2 | Installer: Upsells from initial packages sold by CSR | Reports > Billing > Billing History Report (Date Bound) |
| 3 | Current Upsell opportunities: | Reports > Packages and Services > Packages that an Account is Subscribed to |
| 4 | Higher-speed packages | Reports > Packages and Services > Subscriber Service Speed Limits |
| 5 | Billing for Specific Equipment+ (Name of Device) | Either use the Items window view, or create a Chart of Account to view this. |
| INSTALLS | ||
| 1 | Total Scheduled (weekly) | Reports > Tickets and Schedule > Ticket History Report (Date Bound) |
| 2 | Non-Standard Installations Scheduled (weekly) | Reports > Tickets and Schedule > Ticket History Report (Date Bound) |
| 3 | Total Completed | Reports > Tickets and Schedule > Ticket History Report (Date Bound) |
| 4 | Total Cancelled | Reports > Marketing > Cancellation Survey (Date Bound) |
| 5 | Total Failed Surveys (weekly) | Reports > Marketing > Cancellation Survey (Date Bound) |
| 6 | Total Successful Surveys | |
Report Reference
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