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Old Version 17

changes.mady.by.user Patrick Hauser (Unlicensed)

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New Version 18

changes.mady.by.user Patrick Hauser (Unlicensed)

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Access

Step 1

  • After logging in as an Administrator, click Reports.



Step 2 

  • Click Rate Adjustment Audit Report.



Step 3 

  • Click the icon (A) next to Lead Management: Rate Adjustment Audit and you'll return to the main account dashboard. 
  • The date range selected (B). 
  • Use the filter option (C) to narrow your report, including updating the date range.
  • You can export download the report to another program by clicking (D).



Layout

Information can be filtered by clicking the 3 lines in the respective column.

  • Location (A) - Location the Lead exists.
  • Name (B) - Lead whose rate was changed.
  • Unit Size (C) - Size of the unit.
  • Unit Type (D) - Type of the unit.
  • Special (E) - Special applied to the unit.
  • Standard Rate (F) - Standard rate of the unit prior to manager adjustments.
  • Adjusted Rate (G) - Rate of the unit after manager adjustments.
  • Discount (H) - % discount the Lead is receiving on the rate adjustment.
  • Employee (I) - Employee who made the rate adjustment.
  • Link (J) - Provides a link to open the Lead Card.