Level

The identification code for the level being tracked. Click the column heading to sort the list.

Date

The effective date of tracking. Click the column heading to sort the list.

Type 1

The first type that is being tracked. For example, a code for leasing agent may display in this column. Click the column heading to sort the list.

Type 2

The second type that is being tracked. For example, a code for unit type may display in this column. Click the column heading to sort the list.

Delete

Use the Delete button to delete a user table. Refer to the delete instructions later in this topic.

Buttons

Add History

Select this button to add a new history file. Refer to the add instructions later in this topic.

From

Type in a date, or use the Calendar button to enter a starting date for a search. Refer to the Display History Files instructions later in this topic.

To

Type in a date, or use the Calendar button to enter an ending date for a search. Results will display in the grid. Refer to the Display History Files instructions later in this topic.

Level

Select a level from the drop-down list for a search. Results will display in the grid. Refer to the Display History Files instructions later in this topic.

Find

Select an option from the drop-down arrow and select the Find button to display

Use these fields to add or edit data for a history file.

Property Id

The display-only identification of the property associated with this user table.

Header

Date

Enter the effective date for the history file.

Level

If you are adding, select a level for the history file from the drop-down list.

If you are editing, the level is a display-only field.

The following levels are possible:

Overall
This level is the default.

Leasing Agent
Select this option for a leasing agent and the system enables the Type 1 field.

Mkt Source
Select this option for a marketing source and the system enables the Type 1 field.

Unit Type
Select this option for a unit type and the system enables the Type 1 field.

Leasing Agent, Unit Type
Select this option for a leasing agent and unit type, and the system enables the Type 1 and Type 2 fields.

Mkt. Source, Unit Type
Select this option for a marketing source and unit type, and the system enables the Type 1 and Type 2 fields.

Moveout Reason
Select this option for a move-out reason and the system enables the Type 1 field.

Type 1

Your selection in the Level field above affects whether or not this field displays and the options that display in the drop-down list.

If you are adding, select a type from the drop-down list.

If you are editing, the type is a display-only field.

Type 2

Your selection in the Level field above affects whether or not this field displays and the options that display in the drop-down list.

If you are adding, select a type from the drop-down list.

If you are editing, the type is a display-only field.

Guest Cards

Calls

The number of guest calls.

Qualified Calls

The number of qualified guest calls.

Calls to Traffic

The number of guest calls to traffic.

Total Visits

The number of total guest visits.

Qualified Visits

The number of qualified guest visits.

Qual Calls to Traffic

The number of qualified guest calls to traffic.

Total Returns

The number of total returns.

Qualified Returns

The number of qualified returns.

Applications

Applications Received

The total number of applications received.

Cancelled Applications

The total number of canceled applications.

Applications Denied

The total number of applications that were denied.

Approved Applications

The total number of applications that were approved.

Security Received

The total number of security deposits received.

Leases

Signed

The total number of leases that were signed.

Cancelled

The total number of leases that were canceled.

Denied

The total number of leases that were denied.

Renewed

The total number leases that were renewed.

Move-in & Move-out

Move In

The total number of move ins.

Move Out

The total number of move outs.

Notices

The total number of notices that were issued.

Cancelled Notices

The total number of notices that were canceled.

1. At From / To, enter a date range for history files. Or click the calendar button to display a calendar and select the date.
2. At Level, select a level from the drop-down list. Or leave level blank to display the history files for all levels.
3. Select the Find button. The history files that meet your search criteria display in the grid.

1. At Property, select a property from the drop-down list.
2. Select the Add button. The history file tab displays.
3. Complete the tab using the Fields list.
4. Select the Save button to save the history file. The grid displays again.

1. Use the Display History Files instructions to locate a history file.
2. Select the history file for which you want to edit data. The history file tab displays.
3. Edit the tab using the Fields list.
4. Select the Save button to save the history file. The grid displays again.

1. Use the Display History Files instructions to locate a history file.
2. Select the Delete button in the Delete column on the grid. The history file tab displays.
3. Select the Delete button. The system deletes the history file.