Lease Beginning Report

Lease Beginning Report - Commercial

Make the following selections from the eSite menu to display this page:

Reports—Misc. Reports—Lease Beginning

This version of the report is available for Commercial properties only (property type 6-Standard Commercial). This report lists leases with a lease begin date, effective date, or lease renewal date within the report date range. It also lists a recap section by leasing agent.

Selection Criteria

Note

An asterisk (*) indicates a required field.

Select Properties

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

From Date *

Type the first day of the date range for which you want to run the report (mm/dd/yyyy). Or use the Calendar Button to display a date.

Thru Date *

Type the last day of the date range for which you want to run the report (mm/dd/yyyy). Or use the Calendar Button to display a date.

Leasing Agent(s)

Use the drop-down to include activity for one or more leasing agents. Selecting an individual name includes closed leases for that agent. Leaving this field blank includes activity for all eligible leases.

Sort By

Use the drop-down to determine how to sort the data on the activity report. Select Unit to sort the activity by unit number or Lease Begin Date to sort the activity by the first day of the resident's new lease.

Report Details

Note

The following report details assume all defaults are selected.

Unit

The building + unit number. For example, 01-A101.

Type

The unit type + sub-type. For example, 1B/1B Den.

Name

The primary occupant name. For example, Sally Smith.

Market Rent

Market Rent is the unit market or street value, which may differ from the rent amount actually billed to the resident leasing the unit.

Code

The code used to identify each income code listed. For example, Rent.

Lease Charges

The amount of recurring charge associated with each listed income code. A single line is listed for each recurring charge associated with the lease, and totals are included.

Lease Begins

The date the new lease is scheduled to begin (mm/dd/yyyy).

Lease Expires

The date the new lease is schedule to expire (mm/dd/yyyy).

Move In

The date the resident moved into the unit.

Agent

The name or ID of the leasing agent responsible for leasing the unit.

Property Total

Column totals are listed for each.

Recap

This section lists each leasing agent and the number of move ins attributable to each during the report date range. Column totals are listed.

To Display the Lease Beginning Report

From the eSite menu, select Reports—Misc. Reports—Lease Beginning.
Click Select Properties. Select the properties for which you want to print the report and click Done.
In the From Date and Thru Date fields, type the first and last days of the report date range. Or use the Calendar Button to select a date.
From the Leasing Agent(s) drop-down list, select one or more leasing agents for the report. Or, leave this field blank to include activity for all eligible leases.
From the Sort By drop-down, select Unit to sort the activity by unit number or select Lease Begin Date to sort the activity by the first day of the resident's new lease.
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.