Property Management
Reviewing occupancy rent collections and lease expiries
Property management reports help users monitor occupancy, upcoming expiries, scheduled billing, outstanding charges, and collection performance.
Navigation: Property Management > Reporting.
Before you begin
Confirm the date basis, property scope, subsidiary, currency, and meaning of each report measure before comparing results.
Procedure
- Use Occupancy Status By Property to review units grouped by property and status. Drill into the source units when investigating a count.
- Use Expiring Contracts and Tenancy Contract End Date After Month to identify upcoming renewal or exit work.
- Use Outstanding Charges and Lease Charge To Be Invoiced Within Month to separate collection follow-up from billing preparation.
- Use Yearly Lease Charge and Charge Collections By Type to review the schedule and collections by charge category.
- Review Active Unit Holding Request and Unit Vacancy Loss where applicable to the property portfolio.
- Reconcile report exceptions to contracts, unit records, charges, invoices, and payments before taking action.
Result
Property managers can prioritize renewals, billing, collections, and vacant-unit follow-up using source records.
Important
The observed occupancy report percentage is a share of the total counted units in the result. It is not automatically the occupancy rate of an individual property. Define the denominator before calculating a property occupancy percentage.