Pull this report when you are looking to see the deposits and community fees received over a selected time period for residents that have not moved in yet.
*Note: If someone has moved in, they will not show on a current depositor report.
Depositor List: This report shows the following information:
- Prospect & Community
- The date the deposit was received on
- The deposit amounts
- The date the community fee was received
- The community fee amount
- Privacy level
- Unit number
- The projected Move-In Date
This information is gathered from the Unit or Unit & Deposit page of a prospect's profile:
Your Unit & Deposit tab may be separated and look differently than what is shown in the above screenshot(s). If that is the case, please click the link here to understand the Unit, Deposit & Refunds workflow.
The Depositor List Report can be filtered by community and date range. There are additional options specific to the report in "More Filters" and columns can be added/rearranged from "Edit Columns."
The Depositor List can also display canceled deposits, as well as removed waitlist entries, under the "Lease Canceled On" column. This allows sales teams to still receive credit for deposits, but in cases of rescinded funds, allows for more accurate reporting.
*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.