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changes.mady.by.user Patrick Hauser

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Access

Step 1
  • After logging in as an Administrator, click Reports.

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Step 2 

  • Click Rate Adjustment Audit Report.

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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 download the report by clicking (D).

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Layout

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

Location (A) - Location

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Columns

  • (A) Location - The location where the Lead exists.
Name
  • (B) Name - The name of the Lead whose rate was changed.
Unit Size
  • (C) Unit Size -
Size
  • The size of the unit.
Unit Type
  • (D) Unit Type -
Type
  • The type of the unit.
Special
  • (E)
- Special
  •  Special - The special that was applied to the unit.
Standard Rate
  • (F) Standard Rate -
Standard
  • The standard rate of the unit prior to manager adjustments.
Adjusted Rate
  • (G) Adjustment Rate -
Rate
  • The rate of the unit after manager adjustments.
Discount
  • (H) Discount -
%
  • The percent discount the Lead
is receiving on
  • received resulting from the rate adjustment.
Employee
  • (I) Employee -
Employee
  • The employee’s name who made the rate adjustment.
Link
  • (J) Link -
Provides a link
  • Click to open the specific Lead Card.
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