In addition to the standard Intake reports, NeosAI Platinum subscribers can access additional reports targeted toward your firm's marketing campaigns, marketing sources, and Intakes by Stage and Referrals.
NeosAI Platinum Intake Reports can be found in Reports > Intake and Marketing tabs. Platinum reports are marked with a 
tag. Your firm must have a NeosAI Platinum subscription to run Platinum Intake reports.
NOTE: A user must have permission to the Report Library and Intakes to utilize the Intake Reports tab and reports.
Intake and Marketing Platinum reports cannot be deleted, however, they can be edited and saved as a new report. When Platinum reports are duplicated, the PLAT tag will also display for those newly saved reports.
Refer to Accessing Reports for additional details. Click here for a full list of NeosAI Platinum Intake reports.
Intake Platinum Reports
Average Cost Per Intake Per Marketing Campaign | Displays # of Intakes by Marketing Campaign, showing Average Cost Per Intake, Per Qualified Intake, and Per Unqualified Intake |
Average Cost Per Intake Per Marketing Source | Displays # of Intakes by Marketing Source, showing Average Cost Per Intake, Per Qualified Intake, and Per Unqualified Intake |
Intakes Grouped by Campaign | Displays list of intakes grouped with subtotals by Marketing Campaign |
Intakes Grouped by Marketing Source | Displays list of intakes grouped with subtotals by Marketing Source |
Intakes Grouped by Referred By | Displays list of intakes grouped with subtotals by Marketing Referred By |
Intakes Grouped by Stage | Displays list of intakes grouped with subtotals by Stage |
Qualified Intakes Grouped by Marketing Campaign | Displays a list of Qualified intakes grouped with subtotals by Marketing Campaign |
Qualified Intakes Grouped by Marketing Source | Displays a list of Qualified intakes grouped with subtotals by Marketing Source |
Total Cost Per Marketing Campaign | Displays a list of Marketing Campaigns with Total Cost per campaign |
Total Cost Per Marketing Source | Displays list of Marketing Sources with Total Cost per source |
Unqualified Intakes Grouped by Marketing Campaign | Displays a list of Unqualified intakes grouped with subtotals by Marketing Campaign |
Unqualified Intakes Grouped by Marketing Source | Displays a list of Unqualified intakes grouped with subtotals |