[Review]: Explore Various Reports

[jimbrig]

Reports Currently In Use

• pre_lease: This is primarily created to assist Student properties in their pre leasing process.

• gmh_weekly_pre_leasing_report: GMH Weekly Pre Leasing Report

• lease_execution_(applicant): The purpose of the Lease Execution (Applicant) report is to be able to track lease signatures based on applicant types.

Reports to Look Into

• box_score: The Box Score provides key property performance data points pertaining to unit availability, lease activity, lead traffic, and make readies. Please note that when tying the report numbers out to other reports the Lead Activity and Lead Conversion datasets are based on activity performed in the period. The report excludes Other Income profiles.

• availability: This report provides a listing of units that are currently available to be leased to potential residents. This report should be beneficial to leasing agents (on a daily basis) to allow them to identify available units when meeting with leads or existing households looking to transfer. Currently, all clients (core and integrated) can use this report. For larger texts on PDF downloads please remove disabled columns.

• lease_activity: This report will provide you with a list of households based on specific key lease activity metrics such as move-ins, move-outs, renewals, etc. This allows you to identify those households who have fallen into any of these key buckets, allowing you to more effectively track those households or confirm the action taken for each household. Currently, all clients (core and integrated) can use this report.

• lease_commission: This report will give a summary of residents who have their leases approved, completed, renewals, or who have moved-in to the selected properties, as well as provide information on the leasing agent that is responsible for each of these residents. Currently, all clients (core and integrated) can use this report.

• weekly_performance: The Weekly Performance Report is a high level report that will show a count of new leads, the type of first contact, and if a manual contact has been attempted on each of these leads. The detail view will show each lead listed on a separate line with each of the performed events listed. Report excludes Other Income profiles.

• lease_data: This report will provide detailed lease information at the resident level for the property(ies) selected. This report will display lease start/end dates, move-in/move-out dates, as well as deposit and scheduled rent charges. Currently, core clients and integrated clients can use this report.

• rent_roll1_0: The Rent Roll report provides a high-level overview of the rent and transactional impact for all units within the property as well as various statistical information regarding rents across unit types, lease status, and transaction code summary breakdown.

• unit_type_rates: This report will display rent rates for each unit type and for every active lease term that is associated with the property(ies) selected.

• buildings_and_units: The Buildings and Units report will provide you with a detailed listing of Buildings and Units to ensure that each are appropriately set up within Entrata. This is a report that would best be used after migration and before the client uses Entrata for leasing, again to ensure all setup was completed appropriately and accurately. Currently, there are no required permissions to use this report.

• leasing_goals: The Leasing Goals report, which corresponds to the Leasing Goals Setup and Dashboard, allows the user to see progress on pre-leasing goals for Renewals and New Lease at a property level or see pre-leasing progress for Renewals and New Leases at a unit type level.

• trending_occupancy: The Trending Occupancy report outlines occupancy at the beginning of the period and any scheduled move-ins or move-outs within that period, resulting in the projected ending occupancy. Currently, there are no required permissions need to use this report.

• prebill: The Prebill report provides a preview of what will actually be billed to each resident within the selected properties based on the selected post month. This is designed to be a forward-looking report, typically, and most commonly to be used to view the upcoming Post Month billings.

• property_checklists: This report allows you to see the Move-In/Move-Out Board progress across all of your checklist enabled properties.

All Reports

• weekly_performance
• add_ons
• income_statement_-_budget_vs_actual
• resident_birthdays
• lead_conversion
• online_applications
• pre_lease
• box_score
• lease_activity
• monthly_reconciliation_new
• insurance_policy_details
• traffic_and_events
• inspection_manager_details
• resident_deposit_refunds
• specials
• lease_commission
• market_rent_schedule
• payment_details
• receipts_by_charge_code
• gpr_consolidate_by
• availability
• resident_data
• work_order_summary
• collections_status
• courses
• buildings_and_units
• delinquency
• household_documents
• leasing_center_conversion
• scheduled_charges_by_lease
• resident_charges
• resident_aged_receivables
• resident_deposit_audit
• recurring_charges_forecast
• transmissions
• work_order_details
• leases_without_rent_charges
• duplicate_rent_charges
• packages
• resident_balances
• trending_occupancy
• application_data
• lease_data
• prebill
• leasing_performance
• rent_roll1_0
• unit_type_rates
• lease_execution_(applicant)
• insurance_policies
• fmo_status
• leasing_goals
• property_checklists
• gmh_weekly_pre_leasing_report
• student_turn