Pull this report when you are looking for information around housing contract financials.
*Note: Click on the prospect's name to see the individual housing contract.
Move In Concessions Report: This report shows the following information:
- Community Name/Resident Name
- Move-in Date
- Unit Number
- Floor Plan Type
- Care Type
- Lead Source
- Market Rate for the unit the resident is occupying
- Actual Rate the resident is paying
- Recurring Concession
- One-time concession
- Averages: Market Rates, Actual Rates, Recurring Concessions, One-time Concessions
- Totals: Market Rates, Actual Rates. Recurring Concessions, One-time Concessions
By default, the report pulls the current month’s date range and all data from all Sales Counselors (Users). The default view is to group the report by the community. Use the filters at the top to select a specific date range, or a specific Sales Counselor, or to group the report by Sales Counselor. There are additional options specific to the report in "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 "More Filters" tab you'll also be able to filter by:
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Care Types
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Stay Types
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Privacy Levels
*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.
*Note: Some reports now include a "Heatmap" dropdown option, which allows you to highlight specific columns that automatically color-code them from either best-to-worst or worst-to-best; green being the best and red being the worst.