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 be brought back to the Reports home page 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 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.
