Census by Product Type, Region and Ownership Dashboard

The Census by Product Type, Region and Ownership dashboard provides a day-by-day census table broken down by product type, payment mix, and ownership grouping. It is designed for historical trending and reporting needs where daily granularity matters.

Access the Census by Product Type, Region and Ownership Dashboard

This dashboard is enabled automatically for all ALIS HQ customers.

To access it: From ALIS HQ, select Census by Product Type, Region and Ownership from the Dashboard menu at the top.

What This Dashboard Shows

The dashboard displays a single comprehensive table: Daily Census Data.

Filters

• From Date / To Date: Specify the date range for the report.
• Select Community: Narrow to one or more communities.
• Select Region: Narrow to one or more regions.
• Select Ownership: Narrow to one or more ownership groups.

Daily Census Data Table

For each day in the selected range, the table shows census counts broken down by:

• Product Type columns (examples): AL (Primary, Secondary, Total),  IL (Primary, Secondary, Total), MC (Primary, Secondary, Total), MC-Medicaid (Primary, Secondary, Total).
• Summary columns: Primary Total, Secondary Total, Total (Combined).

The table includes a Grand Total row at the top and one row per day in the date range. 

Where does the data originate? 

• Product Types are configured in Company Settings. Product Types are then assigned to individual residents in the Basic Information section of their profile.  For configuration assistance, contact your Account Manager. 
• Primary and Secondary counts are based on the Occupant Type selected upon move-in. This can be reviewed and edited in the Move-In & Community Information section of the resident profile.

How to Use This Dashboard

• Pull historical census data. Use the From Date / To Date filters to extract census counts for any historical period.
• Compare across product types. Side-by-side product type columns make day-over-day shifts in census composition visible.
• Export for reporting. This dashboard is particularly useful as a source for board reports, budget reviews, and external reporting.