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This report provides managers an 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
rental was done for.
(B)
Move-In Transaction Date - The
date the move-in payment was taken.
(C)
Moved-In By User - The
employee who processed the transaction.
(D)
Payment Method - How the Customer paid for the unit.
(E)
Auto Payment Enrolled - This indicates if the Customer opted for auto-pay.
(F)
Unit - The
unit that was rented.
(G)
Customer Name - The
(H) Discount - The percent discount the Lead received resulting from the rate adjustment.
(I) Employee - The employee’s name who made the rate adjustment. Note: Click the 3 rows of lines to filter this column.
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.
