The Notes Roll report provides a log of tenant and unit notes for the selected date range. Notes can be added to tenant accounts from various locations in the software.
Notes are added with Category (e.g., Billing, General, Maintenance, Occupancy, Past Due) and a Kind (e.g., Waive, Insurance Added, Note, Lead, Overlock Delinquency). The Category describes the high-level action that prompted the note, whereas the Kind drills deeper into the specific activity that prompted the note.
Notes categorized as General and have a Note kind label are notes added by clicking the button on the tenant's profile page. General tenant notes are not associated with a particular unit.
A blank in the User column indicates the note was added via a 3rd-party integration.