Selection Criteria
Make the following selections from the eSite menu to display this page:
Reports—Leasing Reports—Leasing Summary
This report lists leasing activity detail for a specified date range.
NOTE that An asterisk (*) indicates
a required field or selection.
Select Properties
Click to select properties from the Select Properties pop-up. The report runs for all selected properties.
From Date *
Printing the report calls for a date range to print from. Enter the first day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.
Thru Date *
Printing the report calls for a date range to print from. Enter the last day of the date range using the format mm/dd/yyyy. Or use the Calendar Button to display a date.
Include
Traffic Information
Accept the checked default to include traffic information or uncheck to exclude it.
Leasing Information
Accept the checked default to include leasing information or uncheck to exclude it.
Concessional Information
Accept the checked default to include information about concessions or uncheck to exclude it.
Marketing Information
Accept the checked default to include marketing information or uncheck to exclude it.
Projection Information
Accept the checked default to include forecast information or uncheck to exclude it.
Suppress Unit Types with No Activity
Accept the unchecked default to exclude unit types with no activity or check to include them.
Number of Days for Unit Ready Report *
Accept the default, 5 days or enter another number.
Select links to view report details by section.
Total Traffic
The property policy, Leasing activity reports count traffic as affects this field.
Total count of qualified visits and returns.
This number ties to the Property Status Report, Activity section, Traffic field.
Returns
The property policy, Leasing activity reports count traffic as affects this field.
Count of qualified return visits.
Net Traffic
This number is calculated as Total Shown - Returns = Net Traffic.
This number ties to the Marketing Status Report, Weekly Leasing Activity section, Net Traffic field.
Total Closed
The property policy, A unit is counted as closed when affects this field.
Total count of received applications, approved applications, first-time security deposits received, leases signed or move-ins.
Cancellations
The property policy, A lease is counted as Leased when affects this field.
Count of applicants with a cancelation date within the specified date range.
This number ties to the Weekly Boxscore Report, Leasing section, This Week Cancel field.
Denials
The property policy, A lease is counted as Leased when affects this field.
Count of applicants with a denied date within the specified date range.
This number ties to the Weekly Boxscore Report, Leasing section, This Week Cancel field.
Net Closed
The property policy, Leasing activity reports count Net Closed affects this field.
This number is calculated as Total Closed or Total Closed - Cancellations - Denials = Total Closed depending on the policy setting.
Total Initial Phone Calls
Total count of guest cards where the initial contact was Phone, and the phone call was received within the specified date range.
Total Initial Internet Visits
Total count of guest cards where the initial contact was Internet, and the contact was received within the specified date range.
Initial Calls to Traffic
Count of guest cards where the initial contact was Phone, and first visit occurred within the specified date range.
Initial Internet to Traffic
Count of guest cards where the initial contact was Internet, and the first visit occurred within the specified date range.
Closing Ratio
This number is calculated as Net Closed/Net Traffic X 100.
Conversion Ratios–Phone Calls
This number is calculated as Initial Calls to Traffic/Total Initial Phone Calls X 100.
Conversion Ratios–Internet
This number is calculated as Initial Internet to Traffic/Total Initial Internet Visits X 100.
Leasing Consultant
The leasing agent ID and name as it appears in reports and lists.
Total Traffic
The property policy, Leasing activity reports counts Traffic as affects this field.
Count of qualified visits and returns.
Returns
The property policy, Leasing activity reports counts Traffic as affects this field.
Count of qualified return visits.
Net Traffic
This number is calculated as Total Traffic - Returns = Net Traffic.
Total Closed
The property policy, A unit is counted as Closed when affects this field.
Total count of received applications, approved applications, first-time security deposits received, leases signed and move-ins.
Cancels
The property policy, A unit is counted as Leased when affects this field.
Count of applicants with a Cancellation Date recorded within the specified date range.
Denials
The property policy, A unit is counted as Leased when affects this field.
Count of applicants with a Denied Date recorded within the specified date range.
Net Closed
The property policy, Leasing activity reports count Net Closed as affects this field.
This field is calculated as Total Closed or Total Closed - Cancellations - Denials = Net Closed.
Total Priority Deposits
Total count of initial security deposits received within the specified date range.
Closing Ratios–Leases
This number is calculated as Net Closed/Net Traffic = Leasing Agent's Closing Ratio for the reporting week.
Closing Ratio- Priority
This number is calculated as Total Priority Deposits/Net Traffic X 100.
Initial Phone Calls
Count of guest cards where the initial contact was Phone, and the phone call was received within the specified date range.
Initial Internet Visits
Count of guest cards where the initial contact was Internet, and the visit occurred within the specified date range.
Total
Sum of each column are listed.
This section only displays when Suppress Unit Types with No Activity is selected from the Leasing Summary Report Tab.
Leasing Consultant
The leasing agent ID and name as it appears in reports and lists.
Total
Total counts listed per unit type and net traffic, as one line per leasing agent.
Source
Marketing Source code and description
Internet
Count of guest cards where the first contact was Internet, and it occurred within the specified date range.
Call
Count of guest cards where the first contact was Phone, and it occurred within the specified date range.
Total Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
Total count of all traffic, qualified traffic, total visits, and qualified visits.
Returns
The property policy, Leasing activity reports count Traffic as affects this field.
Total count of return traffic, qualified return traffic, total return visits or qualified visits.
Net Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
Total count of all traffic, qualified traffic, total visits or qualified visits.
Qualified Traffic
Count of qualified traffic.
Total Closed
The property policy, A unit is counted as Closed when affects this field.
Total count of all closed leases; received applications, approved applications, first-time security deposits received, leases signed or move-ins.
Cancels
The property policy, A unit is counted as Closed when affects this field.
Count of applicants with a Canceled Date recorded within the specified date range.
Denials
The property policy, A unit is counted as Closed when affects this field.
Count of applicants with a Denied Date recorded within the specified date range.
Closing Ratio
This number is calculated as Net Closed/Net Traffic X 100.
% Closed
This number is calculated as Closed/Total Closed (for the column) X 100
Net Closed
The property policy, Leasing activity reports count Net Closed affects this field.
This number is calculated as Total Closed or Total Closed - Cancelations - Denials = Net Closed.
Source Cost
The monthly cost for using the marketing source.
Cost of Net Traffic
This number is calculated as Gross Traffic X Source Cost.
Cost of Calls
This number is calculated as Calls X Source Cost.
Cost of Closings
This number is calculated as Gross Closings X Source Cost.
Total Line
Sum of each column are listed.
Source
Marketing Source code and description
Internet
Count of guest cards where the first contact was Internet, and it occurred within the year.
Call
Count of guest cards where the first contact was Phone, and it occurred within the year.
Total Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
The YTD total count of all traffic, qualified traffic, total visits, and qualified visits.
Returns
The property policy, Leasing activity reports count Traffic as affects this field.
The YTD total count of return traffic, qualified return traffic, total return visits or qualified visits.
Net Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
The YTD total count of all traffic, qualified traffic, total visits or qualified visits.
Qualified Traffic
Count of qualified traffic for the year.
Total Closed
The property policy, A unit is counted as Closed when affects this field.
The YTD total count of all closed leases; received applications, approved applications, first-time security deposits received, leases signed or move-ins.
Cancels
The property policy, A unit is counted as Closed when affects this field.
Count of applicants with a Canceled Date recorded within the year.
Denials
The property policy, A unit is counted as Closed when affects this field.
Count of applicants with a Denied Date recorded within the year.
Net Closed
The property policy, Leasing activity reports count Net Closed affects this field.
This number is calculated as Total Closed or Total Closed - Cancelations - Denials = Net Closed.
Close Ratio
This number is calculated as Net Closed/Net Traffic X 100.
% Leases
The percentage of closings the marketing source provided.
% Closed
This number is calculated as Closed/Total Closed (for the column) X 100
Unit Type
The unit type as it appears in reports and lists.
Starting Available
Count of On-Notice Not Leased and Vacant Available units as of the day prior to the report From Date.
The system recalculates the occupancy status to determine the count using current data. Changes made to lease information may cause this number to change.
Total Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
Total count of all traffic; qualified traffic, total visits and qualified visits.
This number ties to the Property Status Report, Activity section, Traffic field.
Returns
The property policy, Leasing activity reports count Traffic as affects this field.
Count of qualified return visits.
Net Traffic
This number is calculated as Total Shown - Returns = Net Traffic.
Total Closed
The property policy, A unit is counted as Closed when affects this field.
Total count of received applications, approved applications, first-time security deposits received, leases signed or move-ins.
Cancels
The property policy, A unit is counted as Leased when affects this field.
Count of applicants with a Canceled Date recorded within the specified date range.
Denials
The property policy, A unit is counted as Leased when affects this field.
Count of applicants with a Denied Date recorded within the specified date range.
Net Closed
The property policy, Leasing activity reports count Net Closed as affects this field.
This number is calculated as Total Closed or Total Closed - Cancels - Denials = Net Closed.
Closing Ratio
This number is calculated as Net Closed/Net Traffic X 100.
This section only displays when Suppress Unit Types with No Activity is selected from the Leasing Summary Report Tab.
Leasing Consultant
The leasing agent ID and name as it appears in reports and lists.
Total
Total counts listed per unit type and net traffic, as one line per leasing agent.
Total Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
Total count of qualified visits and returns for the specified date range.
YTD Traffic
The property policy, Leasing activity reports count Traffic as affects this field.
Total count of qualified visits and returns for the year.
Move-Ins
Count of traffic that resulted in a resident moving in during the specified date range.
Move-Outs
Count of traffic that resulted in a resident moving out during the specified date range.
YTD Move-Ins
Count of traffic that resulted in a resident moving in during the year (from beginning of year to Thru Date).
YTD Move-Outs
Count of traffic that resulted in a resident moving out during the year (from beginning of year to Thru Date).
Total
Sum of each column is listed.
Reason
The move-out code and description as they appear in reports and lists. Move-Out Reasons are established on the Move-Out Reasons Tab.
NOTE that when the count includes move-outs with unknown moving
reasons, this section includes a line for "Unknown Reason" move-outs,
which are included in the section totals.
Current
Count of move-outs that occurred within the specified date range.
% of Total
This number is calculated as Current Move-Outs/Total Move-Outs (Current column total) X 100.
YTD
Count of move-outs that occurred within the year (from beginning of year to report Thru date).
% of Total
This number is calculated as YTD Move-Outs/Total YTD Move-Outs (YTD column total).
Type
The unit type as it appears in reports and lists. For instance, 1B/1B Den.
Count
Count of units of this type, excluding Wait List units.
Sq Ft
The average square footage listed for each unit type.
Potential Rent—Low
Lowest potential rent found for this unit type, excluding zero amounts.
This number is calculated as Total Recurring Charges (for income code set to Potential = Y only) for Current and On-Notice Residents as of the End of the Reporting Week + Market Rent for Vacant Units.
This number ties to the Rent Summary Report, Gross Potential Rent column, Low amount.
Potential Rent—High
Highest potential rent found for this unit type, excluding zero amounts.
This number is calculated as Total Recurring Charges (for income codes set to Potential = Y only) for Current and On-Notice Residents as of the End of the Reporting Week + Market Rent for Vacant Unit.
This number ties to the Rent Summary Report, Gross Potential Rent column, High amount.
Potential Rent—Avg
This number is calculated as Total Potential/Unit Type Count = Average Potential Rent.
Potential Rent—Sq Ft
This number is calculated as Total Potential/Unit Type Square Feet =Potential Rent per Square Foot.
Leased Rent—Low
Lowest leased rent found for this unit type, excluding zero amounts.
This number is calculated as Total Recurring Charges (for income codes set to Potential = Y only) for Current, Leased Status and On-Notice Residents as of the End of the Reporting Week + Market Rent for Vacant Units (excluding Leased status units).
This number ties to the Rent Roll Report, Gross Potential Rent column, Low amount.
Leased Rent—High
Highest leased rent found for this unit type, excluding zero amounts.
This number is calculated as Total Recurring Charges (for income codes set to Potential = Y only) for Current, Leased Status and On-Notice Residents as of the End of the Reporting Week + Market Rent for Vacant Units (excluding Leased status units).
This number ties to the Rent Roll Report, Gross Potential Rent column, High amount.
Leased Rent—Avg All
This number is calculated as Total Leased Rent/Unit Type Count for All Occupancy Statuses.
Leased Rent/Avg Leased
This number is calculated as Total Leased Rent/Unit Type Count for Vacant Leased, On-Notice Available, On-Notice Application Pending and Occupied statuses only.
Leased Rent/Sq Ft
This number is calculated as Total Leased Rent/Unit Type Square Footage.
Market Rent—Low
Lowest market rent found for this unit type, excluding zero amounts.
This calculation includes all units excluding Wait List units divided by the Unit Type count.
This number ties to the Marketing Status Report, Unit Information section, Low amount.
Market Rent—High
Highest market rent found for this unit type, excluding zero amounts.
This calculation includes all units excluding Wait List units divided by the Unit Type count.
This number ties to the Marketing Status Report, Unit Information section, High amount.
Market Rent—Avg
This number is calculated as Total Market Rent/Unit Type Count = Average Market Rent.
Market Rent/Sq Ft
This number is calculated as Total Market Rent/Unit Type Square Footage.
Unit Type
The unit type as it appears in reports and lists. For instance, 1B/1B Den.
# Units
Count of units of this type.
# Units Collected
Count of units in property of this type that have had a payment made to a Potential income code (MM/YYYY must match the current period.)
Occupancy Days
The sum of the number of days each unit of this type was occupied during the current period.
Average Collected
This number is calculated as Total Collected/Occupancy Days X # of Days in Current Period.
Total Collected
The total amount of payments collected within the specified month.
Total
The sum of each column is listed.
Note
This section counts all leases except Previous, Canceled, Applicant and Approved statuses, for all units and includes Wait List and Construction Units.
Unit Type
The unit type as it appears in report and lists. For instance, 1B/1B Den.
2-5 Months
Count of leases with a lease term between 2 and 5 months that are not marked as MTM leases.
6 Months
Count of leases with a lease term of 6 months that are not marked as MTM leases.
7-11 Months
Count of leases with a lease term between 7 and 11 months that are not marked as MTM leases.
12 Months
Count of leases with a lease term of 12 months that are not marked as MTM leases.
MTM
Count of all leases marked as MTM leases.
Other
All leases not included in the above counts.
Total
The sum of each column is listed.
Unit Type
The unit type as it appears in reports and lists. For instance, 1B/1B Den.
Count
Count of units of this type; excluding Wait List and Construction Units.
Vacant Available
Count of units of this type with an occupancy status of Vacant Available, which are not Down, Wait List or Construction units.
Notice Available
Count of units of this type with an occupancy status of Notice Available, which are not Down, Wait List or Construction units.
Total Available
This number is calculated as Vacant Available + Notice Available = Total Available.
% Available
This number is calculated as Total Available/Unit Count = % of Available Units.
Unit Type
The unit type as it appears in reports and lists. For instance, 1B/1B Den.
# Concessions
Count of transactions made during the current year (based on the GL posting period in the transaction header) to income codes with the type, Concession. Transaction types 1, 2, 8 and 9 are considered.
Average Concession
This number is calculated as Total Concessions/# of Concessions.
By Month
Concessions are listed by month.
Total
The sum of each column is listed.
Current Month Vacancy
The property policy, Method to calculate Lost Rent affects this field.
Vacancy Loss for the current month based on the policy setting.
Current Month Other Lost Rent
The property policy, Method to calculate Lost Rent affects this field.
Other Lost Rent for the current month based on the policy setting.
30 Day Projection - Leases Required for
100% Leased
Vacant Available
Count of units with a status of Vacant Available; excluding Down, Wait List and Construction.
Notice Available
Count of units with a status of On-Notice Available; excluding Down, Wait List and Construction.
Move Out without Notice
Count of move-outs where notice was not provided or was provided then canceled, for the prior month.
Estimated Cancellations
Total count of prior month cancellations, based on policy settings.
Estimated Denials
Total count of prior month denials, based on policy settings.
Net Leases Required
This number is calculated as Leases Required/Closing Ratio = Net Leases Required.
Traffic Required for 100% Leased
Net Leases Required
From Above
Closing Ratio + 5%
Closing Ratio from above + 5%
Traffic Required
Leases Required / (Closing Ratio + 5%)
Leases Required
From Above
Closing Ratio - 5%
Closing Ratio from above - 5%
Traffic Required
Leases Required / (Closing Ratio - 5%)
Net Leases Required
From Above
Closing Ratio + 10%
Closing Ratio from above + 10%
Traffic Required
Leases Required / (Closing Ratio + 10%)
Leases Required
From Above
Closing Ratio - 10%
Closing Ratio from above - 10%
Traffic Required
Leases Required / (Closing Ratio - 10%)
Apt Type
Apartment Type
Total Vacants
Number of vacant apartments based on the standard occupancy calculation as of the current date
Vacants Ready in >user defined> Days
Number of vacant apartments with an expected make-ready date within the user defined number of days
% Of Vacants Ready In <user defined> Days
Vacants Ready In / Total Vacants
Total Vacant Not Available (VNA)
Number of apartments vacant but not available (occupancy status is Vacant, Application Pending or Vacant Leased)
VNA Vacant Over <user defined> Days
Number of apartments vacant but not available that have been vacant for more than a user defined number of days
Total Ready VNA
Number of apartments vacant but not available with an actual made-ready date less than or equal to the current date
% Of Market Ready VNA
Ready VNA / Total VNA
Total Vacant Available (VA)
Number of apartments vacant available
VA Vacant Over <user defined> Days
Number of apartments vacant available that have been vacant for more than the user defined number of days
Total Ready V/A Apts
Number of apartments available with an actual made-ready date less than or equal to the current date
% of Market Ready VA
Ready VA / Total VA
YTD Closing Ratio
YTD Net Closed / YTD Total Traffic * 100
NOTE that The property policy, A
unit is counted as Closed when determines whether closed leases
are received applications, approved applications, first-time security
deposits received, leases signed, or move-ins. The
property policy, Leasing Activity reports
counts traffic as determines if net traffic is total traffic, qualified
traffic, total visits, or qualified visits.
Phone Conversion Ratio
Calls to Traffic / Phone Calls * 100
Internet Conversion Ratio
Internet to Traffic / Internet * 100
Monthly Traffic
Total Traffic / Number of Apartments * 100
Annual Turnover
YTD move outs / Number of Apartments * 100
Cancellations and Denials
Canceled and denied applications / Total Closed
Cost Per Close
YTD Net Closed / Source Cost
NOTE that the Source Cost information only prints if you print the Leasing Summary report for one month. The columns are hidden if the From / Thru dates span more than a month.
Vacant Available - Ready
Number of apartments Vacant Available with an actual made-ready date less than or equal to the current date
Apartment
Apartment Number
Move-Out Date
Date old resident moved out
Date Closed
Date new resident closed on the apartment
Move-In Date
Date new resident moved in
Holdover
The property policy, Days vacancy for Holdover calculation affects this field.
Number of days between move-out and move-in date, minus the user defined acceptable vacant days.
To Display the Leasing Summary Report
See Also
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