Rate Adjustment Audit Report

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 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).

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) - Size 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.