This article lists the most commonly used and important reports to run, including names and what the reports contain.
Unit Walk Reports
- 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.
- 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.
- 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.
Note: If a Common Area inspection was not completed, the Community Walk reports will generate as blank. To troubleshoot this, make sure there is at least one Complete inspection against the Common Area unit.
Lease File Audit Reports
- Lease File Audit Overview: Compilation report showing demographics, rent analysis by floorplan, household income, and more (see below).
- Unit by Unit Overview:
- 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.
- 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.
Lease File Audit Overview report 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