Overview
The PDF Owner Reports show up to six performance metrics that you can select and reorder. Choose from nine available metrics to highlight the data most relevant to each property or owner.
Change the metrics in automatically sent reports
Go to Settings > Company > Owner Report > Report Metrics.
Select up to six metrics from the list.
Save.
The updated metrics apply to automatically sent Owner Reports.
Change the metrics in manually sent reports
Go to Leasing Reports.
Choose a property and click Generate Report.
On the left side, select up to 6 metrics.
Save.
The updated metrics applies to this report.
Available metrics
You can include any six of the following:
New leads — prospects who inquired during the report period
Showings scheduled — total showings booked
Showings complete — showings that finished successfully
Upcoming showings — showings scheduled in the next 14 days
Applications requested — rental applications sent to prospects
Applications submitted — applications returned by prospects
Applications approved — approved applications
Applications rejected — rejected applications
Touchpoints — total outbound team interactions (calls, texts, emails)
The default selection is New leads, Upcoming showings, Showings complete, Applications requested, Applications submitted, and Touchpoints.
What counts as an active lead
The Active leads count only includes prospects still in your pipeline. It excludes:
Duplicate leads
Prospects marked Not interested, Withdrawn, or Ghosting
Lease signed or Moved in
Application rejected or Prescreen rejected
Looking too early
Important notes
If you do not customize the report, the default six metrics are used.
Metrics are calculated based on the report date range and unit activity.