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RETURN TO THE MAIN SUPPORT PAGE


This report provides managers an

overview of the rate adjustments performed by employees at each of the locations on your account

opportunity to analyze the number of move-ins being processed through CallPotential.


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.


  • (A)
 
  • Location - The location where the
Lead exists
  • rental was done for.
  • (B)
 Name
  • Move-In Transaction Date - The
name of the Lead whose rate was changed
  • date the move-in payment was taken.
  • (C)
 Unit Size
  • Moved-In By User - The
size of the unit
  • employee who processed the transaction.
  • (D)
 Unit Type - The type of
  • Payment Method - How the Customer paid for the unit.
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  • (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
    • Auto Payment Enrolled - This indicates if the Customer opted for auto-pay.
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    • (F) Unit - The unit that was rented.
    • (G) Customer Name - The name of the Customer who rented the unit.
    • (H) Tenant ID - This is the Tenant's unique identifier in your management software. 
    • (I) Ledger ID - This is the unique ID associated with the unit the Customer rented. If a Customer has multiple units, they will have one Ledger ID for each of their units.
    • (J) Lead ID - This is the Lead in which the rental was completed from.
    • (K) Payment Amount - This is the amount the Customer paid during the move-in process.
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