Selection Criteria
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Reports—Renewal & Forecast—Renewal Summary
This report shows leases expiring during a selected monthly or weekly reporting period based on a defined period end date and sorts the results in unit or unit type order.
Note
An asterisk (*) indicates a required field or selection.
Select Properties
Click to select properties from the Select Properties tab. The report runs for all selected properties.
Reporting Period
Accept the default (Weekly) to display renewal activity on a weekly basis. Or, select the Monthly radio button to display renewal activity on a monthly basis.
End of Period *
Printing the report calls for a period end date. Enter the last day of the period to include using the format mm/dd/yyyy. Or use the Calendar icon to display a date.
Include Previous Resident
To exclude previous residents from the report, leave the check box cleared. Or, to include previous residents on the report, select the check box.
Sort By
Accept the default (Unit) to sort renewal activity by unit. Or, mark the Unit Type radio button to sort renewal activity by unit type.
Note
The following report details assume all defaults are selected. The display may vary depending on the criteria you select.
Apt
The building + unit number. For instance, 01-A101.
Type
The unit type + sub-type. For instance, 1B/1B Den.
Name
The primary occupant name. For instance, Sally Smith.
Lease End Date
The date the current lease expires, listed in mm/dd/yyyy format.
Lease Rent
The sum of all recurring charges for the resident that are marked Receivable for their current rent.
Current Market Rent
The unit market or street value, which may differ from the rent amount actually billed to the resident leasing the unit.
Outcome Status
The renewal status during the reporting period:
New Lease Rent
This value is based on the outcome status:
New Term
This value is based on the outcome status:
Leasing Agent
This value is based on the outcome status:
Renewal Summary
Type
The unit type + sub-type, listed as one line per type.
Total Apt
Total count of units per type and sub-type.
Renewed
Count of units whose renewal status = Renewing.
Vacated
Count of units whose renewal status = Vacating.
MTM
Count of units whose renewal status = MTM.
Average Terms
This is the sum of the new lease terms where the lease was counted in the Renewed and MTM columns. MTM leases are counted as having a term of 1 month.
This number is calculated as the Sum of Lease Terms/Renewing + MTM = Average Terms.
Average New Rent
This is the sum of the new lease rent where the lease was counted in the Renewed and MTM columns. MTM leases are counted as having a term of 1 month.
This number is calculated as the Sum of Lease Rent/Renewing + MTM = Average New Rent.
Average Market Rent
This is the sum of the new lease rent where the lease was counted in the Renewing and MTM columns. MTM leases assume to have a new rent equal to the current lease rent + the unit type MTM renewal charge.
This number is calculated as Sum of Market Rent/Renewing + MTM = Average Market Rent.
Total Apt Type
Column totals are listed by unit type and sub-type.
Future Expirations
Apt Type
The unit type + sub-type, listed as one line per type.
1-30 Days
Count of leases scheduled to expire within the next 30 days.
31-60 Days
Count of leases scheduled to expire within the next 60 days.
61-90 Days
Count of leases schedule to expire in the next 90 days.
Total
Column totals are listed.
Leasing Agent Recap by Unit Type
Apt Type
The unit type + sub-type, listed as one line per type.
Leasing Agent
The leasing agent ID responsible for signing the new lease, listed per unit type and sub-type.
Total
Column totals are listed.
To Display the Renewal Summary Report
See Also
Renewal and Forecast Reports Overview
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