Pull this report when you are looking for specific information on individuals who are moving in and moving out over a specific date range.
*Note: Click on the prospect name to see the individual housing contract.
MI/MO Schedule Report: This report shows the following information:
- Prospect/Resident name
- Activity type: Move-out or Move-in or transfer in, transfer out
- Date the activity is occurring
- Unit number
- Floor plan type
- Care type
- Lead Source/reason
- Privacy Level
By default, the report pulls the current month’s date range. Use the filters at the top to select a specific date range. There are additional options specific to the report in "Activity." "More Filters," and columns can be added/rearranged from "Edit Columns."
To show all of the available columns, or to pick and choose specific columns to show, click .
As you customize this report, you will have better control over when and how these activity summaries are displayed. You can select any and all of these to show as separate columns on the report.
If you need to toggle "Do Not Display" on an activity type shown, click the drop-down button and de-select all the display options. "Do Not Display" will autofill in the selection instead.
Under the "Activity" filter, you will be able to filter by: (Specific to MI/MO Schedule Report)
Under the "More Filters" tab, you'll also be able to filter by:
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Aggregators
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Care Types
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Stay Types
Under the "Edit Columns" tab, you can now filter by report specific options like:
- Inquiry Date
- Resident (unchecking removes the residents name)
- And much more!
*Note: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.