Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 13 Next »

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 Step 2. 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) - Aize 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.



  • No labels