Marketing Source List

Make the following menu selections to display this page:

Reports—Setup Reports—Marketing Source List

The Marketing Source List provides a list of Marketing Sources for the selected property or properties. This report is not available for Commercial properties.

Selection Criteria

Select Properties

Click to select properties from the Select Properties tab. The report runs for all selected properties.

Only Active Sources

Accept the marked default to only include marketing sources with an Active status. Or, click once inside the All Sources radio button to include all marketing sources regardless of their status, both Active and Inactive.

All Sources

Accept the unmarked default to only include marketing sources with an Active status. Or, click once inside this radio button to include all marketing sources regardless of their status, both Active and Inactive.

Report Details

Code

The identifying marketing source code. Marketing sources are established on the Marketing Sources Tab. For instance, APT.

Description

A brief description of the marketing source code. For instance, Apartment Guide.

Source Type

Identifies the source type as Standard or Internet; pulled from the Marketing Sources Tab.

- Standard—tracks marketing sources for phone, traffic or internet visits.

- Internet—tracks marketing sources for internet visits only.

Monthly Cost

The amount billed to the property from the marketing source per month. For instance, the amount billed to the property from the Apartment Guide for running a monthly ad in their magazine.

Budget

The amount budgeted for the property to use the marketing source per month; pulled from the Marketing Sources Tab.

Frequency

How often the marketing source bills the property; pulled from the Marketing Sources Tab.

Active

Status flag used to show whether the marketing source status is Active or Inactive displayed as Y for active and N for inactive.

To Display the Leasing Agent List

From the eSite menu, select Reports—Setup Reports—Marketing Source List.
Click Select Properties. Select the properties for which you want to print the report and click Done.
Select the information you want to see on the report (refer to the Selection Criteria for this report).
Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.

Effect of Permissions

User security permissions must be granted in the System module to access this menu item.

System—Security—Users—eSite—Reports—Setup Reports—Marketing Sources List