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This report provides an overview of the rate adjustments performed by employees at each of the locations on your account.


Note

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

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

Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates when selecting a date range.


  • (A) Location - The location where the Lead exists.
  • (B) Name - The name of the Lead whose rate was changed.

  • (C) Unit Size - The size of the unit.

  • (D) Unit Type - The type of the unit.

  • (E) Special - The special that was applied to the unit.
  • (F) Standard Rate - The standard unit rate prior to being adjusted. 

  • (G) Adjusted Rate - The unit rate after being adjusted.

  • (H) Discount - The percent discount the Lead received resulting from the rate adjustment.

  • (I) Employee - The employee’s name who made the rate adjustment.