This article lists the most commonly used and important reports to run, including summaries, names, and what the reports contain. 

Property Condition Reports

Our Property Condition Reports provide a clear and comprehensive overview of your property’s condition using photos, graphs, and charts. These reports are designed to give you a complete picture, making property management easier and more efficient. These reports help you:

• Evaluate your property's overall condition through easy-to-understand visuals.
• Spot potential problem areas by reviewing grouped condition ratings, such as viewing all photos of countertops rated as “Good” to confirm their state.
• Easily interpret data with Summary reports that include numerical counts and bar charts, allowing you to quickly see the condition ratings for each item.

Report Names & What’s Included

• Community Walk - Condition Ratings and Photos: Includes all condition ratings, photos, and descriptions for community units, along with a pie chart showing the count of ratings per item.
• Community Walk - Condition Summary: Provides a count of condition ratings per item for community units.
• Unit Walk - Condition Ratings and Photos: Features all condition ratings, photos, and descriptions for standard units, with a pie chart displaying the count of ratings per item.
• Unit Walk - Condition Summary: Shows a summary of condition ratings per item for standard units.

Property Costs and Budgeting

Our Property Costs and Budgeting Reports work alongside the Property Condition Reports to help you estimate the cost or revenue impact when acquiring a property. You can use nationwide cost estimates or easily input specific costs for each property with a simple-to-update CSV file.

These optional reports are invaluable for budgeting and analyzing repair or replacement costs—whether for the entire property or specific units and items. For instance, if all toilets in a property need repairs, the reports will quickly show the associated expenses, helping you plan and manage your budget effectively.

Report Names & What’s Included

• Community Walk - Ratings, Photos, and Costs: Comprehensive condition ratings with associated costs and photos, organized by section for community units.
• Unit - Cost Breakdown: Detailed cost analysis by unit, including rating value, item cost, quantity, and subtotal per item.
• Unit - Cost Summary: Summary of total costs by unit number.
• Unit Walk - Ratings, Photos, and Costs: Complete condition ratings with associated costs and photos, organized by section for standard units.
• Walk - Cost Summary: Summary of total costs by item, including rating value, item cost, quantity, and subtotal.

Property Details

Our Property Details reports let you capture additional information during your property walks, with the assurance that HappyCo will automatically summarize all the data for you. These reports provide a comprehensive view of everything collected, not just the property conditions, making them perfect for those who want a detailed and complete overview of all gathered information.

Report Names & What’s Included

• Unit Walk Export: Comprehensive item feed listing all items, ratings, sections, and unit numbers.
• Walk - All Photos: Collection of all unit and exterior photos from the walk.
• Walk - All Ratings: Summary of all ratings per item, including rating counts and a pie chart.
• Walk - Comment Report: Detailed report of all comments, categorized by unit number, section, item, rating, and comment.
• Walk Issues Report - Repair or Replace: Items marked for repair or replacement, organized by unit number, item, rating, and section.
• Unit Walk - Inspection Matrix: Complete data for each unit, provided in CSV format.
• Unit Walk - Comments: CSV format report of all comments.

Lease File Audit - Property Financials and Demographic Overview

Our Lease File Audit - Property Financials and Demographic Overview report is a standout feature of HappyCo's reporting package, offering a comprehensive overview of your property's financial and demographic data from the Lease File Audit (LFA) process. This report provides a complete 360-degree view of key metrics, such as rent, charges, concessions, and demographic insights.

The report includes:

• Unit by Unit Overview: Dive deeper into the details behind the main Property Overview with easy-to-use, unit-specific breakdowns.
• Smart Sections: Automatically generate graphs and tables to visualize any additional financial or demographic data you choose to include, making it easier to analyze and make informed decisions.

Lease File Audit Overview & What’s Included

LFA data in numerous groupings including:

• Rent Analysis by Floorplan
• Rent Analysis Summary
• Income Analysis
• Resident Age Analysis
• Lease Expiration Dates (bar graph)
• Concession Burndown (bar graph)
• Occupants Per Unit (bar graph)
• Resident Tenure (pie chart)
• Occupancy (Occupied, Vacant, Model, etc.) (pie chart)
• Resident Screen Status (pie chart)
• Top 10 Employers (pie chart)
• Top 10 Employment Industries (pie chart)
• Top 10 Employment Zip Codes (pie chart)
• Credit Approval (pie chart)
• Occupancy Status (pie chart)
• Full-Time Student (pie chart)
• Deposits - Rent Roll vs. Audit with Variances
• Market Rent - Rent Roll vs. Audit with Variances
• Rent - Rent Roll vs. Audit and Variances

Unit by Unit Overview: Chart of all Units with:

• Occupancy Status
• Annual Income
• Rent
• Market Rent
• Net Rent (Rent + Charges)
• Loss to Lease (Net Rent - Market Rent)
• Market Rent to Income ratio
• Net Rent to Income ratio
• Rent per SQFT

Lease File Audit - Unit Financials and Demographic Breakdown

Our Lease File Audit reports provide detailed breakdowns from the Lease File Audit and Unit by Unit Overview, giving you the flexibility to analyze specific financial and demographic data based on your unique needs. These reports are designed to help you easily explore and understand key aspects of your property’s performance.

Report Names & What’s Included

• All Currency Details: Comprehensive list of all currency fields, organized by unit.
• Occupant Income: Detailed breakdown of occupant income data, including unit information, occupant status, income details, and annual unit income analysis.
• Unit Charges, Concessions, and Deposits: Overview of unit occupancy status, associated charges, recurring and one-time concessions, and deposits.
• Upcoming Lease Expiry Report: Bar graph showing lease expirations by month, with a Rent Roll vs. Audit comparison and a detailed list below.
• Unit Occupant Details: Complete list of occupant information, including DOB, employer, income details, and screening status, organized by unit.
• Raw LFA Data (CSV): Unprocessed Lease File Audit data in CSV format.

Variance and Data Quality Management

Our Variance and Data Quality Management reports help you identify any discrepancies found during the Lease File Audit, providing valuable insights into the accuracy and quality of your rent roll data. These reports also enable administrators to spot significant variances in auditor findings, ensuring reliable and consistent data management.

Report Names & What’s Included

• All Fields with Notes: Summary of all fields that include flag notes.
• Data Feed: Comprehensive list of all entered data.
• Currency Variance Report: Details any discrepancies in currency fields by unit, including rent roll amount, audit amount, and calculated variance.
• Date Variances: Lists discrepancies in date fields by unit, showing differences between rent roll and audit values, along with the variance in days.
• Field Variances Per Unit: Summarizes variances by unit, with a count of discrepancies and specific fields affected.
• User Report: Tracks audits completed by each auditor, highlighting the number of variances found and the specific fields involved.