You can generate the Follow-up Event Type report in CRM IQ to review and evaluate follow-up metrics at each of your properties.
To generate the report
From the top menu, select Reports > Leasing column > Follow-Up Event Type.
Complete the report's filter:
Filter | Description |
Property | The property, properties, or property list 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. Property/Agent Summarizes the report's information by property and then by leasing agent. |
Date Range | The time period you want to generate the report for. |
CLO | Choose Yes if you select a CLO property in the Property field (above). |
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.
Follow-up Event Type report column reference
Column | Description |
Agent (When sorted by Property/Agent) | The agent assigned to the follow-up. |
Active (When sorted by Property/Agent) | No The agent is inactive. Yes The agent is active. |
Follow Up Type | The follow-up type. A Custom Template is a user-created follow-up without a template. |
Assigned | Number of assigned follow-ups during the specified period: Completed On Time + Total Missed + Total Pending |
Completed on time | Number of follow-ups completed on time during the specified period. |
Missed (Completed After Grace Period) | Number of follow-ups missed but completed after the grace period. |
Missed (Never Completed) | Number of follow-ups that were missed and never completed during the specified period. |
Total Missed | Number of missed follow-ups during the specified period: Missed (Completed After Grace Period) + Missed (Never Completed) |
Pending | Number of follow-ups that are not yet completed and are not yet considered missed during the specified period. |