You can generate the Activity Register report to view communication and lead follow-up activities at your properties, such as the traffic date, event type, and source of the lead.
To generate the report
From the top menu, select Reports > Leasing column > Activity Register.
Complete the report's filter:
Filter | Description |
Property | The property, properties, or property list you want to generate the report for. |
Unit Type (optional) | The specific unit type(s) you want to view information for. |
Unit (optional) | The specific unit(s) you want to view information for. |
Activity Type (optional) | The specific activity type(s) you want to view information for, including:
|
Agent (optional) | The specific leasing agent(s) you want to view information for. |
Date Range | The time period you want to generate the report for. |
Summary Type | The way you want the report's information to be organized. Property Summarizes the report's information by property. |
3. Click Display. The report appears.
4. To export the report as a PDF or Excel file to your device:
Click Export.
To save the report as an Excel file, click Export Excel. The file downloads to your device.
To save the report as a PDF file, click Export PDF. The file downloads to your device.
Activity Register report column reference
Column | Description |
Unit | Unit assigned to prospect by agent or selected online by prospect. |
Traffic Date | The date on which the activity occurred. |
Activity Type | The activity that occurred, such as:
|
Event Type | The event that occurred, such as:
|
Prospect name | Name of the prospect. Click to open the prospect's Profile screen. |
Agent | Agent assigned to the prospect. |
Unit Type | Unit type associated with the unit assigned to prospect by agent or selected online by prospect. |
Communication | Communication source. |
Source | Marketing source. |