Lease Rent Exception Floorplan

1. Introduction

Purpose

The Lease Rent Exception Floorplan Report identifies units whose rent falls below or above the pricing limits on their floorplan template. It also helps you identify missing pricing information before reviewing rent exceptions.

For occupied units, the report compares monthly current lease base rent against the floorplan limits. For vacant units, it uses the market rent recorded on the unit’s floorplan.

Aggregation Level

Each detail row represents one eligible unit, including its floorplan, selected current lease when available, rent, and exception classification.

Three summary counts cover eligible units across the selected properties. The detail table is ordered by property and unit, without property subtotal rows.

2. How to Use the Report

Step 1 - Select Filters

Set the controls in this order:

1. Property: Select one or more properties. All available properties are selected by default. Unassigned property may be available for units without a matching active property.

2. Report View: Select the rows you want to display.

The available report views are:

• Exceptions Only: Displays units classified as Below Minimum Rent or Above Maximum Rent. This is the default view.

• Missing Pricing: Displays units classified as Missing Pricing or Missing Market Rent.

• All Units: Displays all eligible units in the selected properties, including units with no exception.

Step 2 - Run the Report

Run or refresh the report after selecting the filters.

The report evaluates current information using the date it runs. There is no user-selectable reporting date.

Step 3 - Validate Header Information

Confirm the following information:

• Report title: Lease Rent Exception Floorplan Report.

• Execution date: The report execution timestamp.

• Properties selected: The number of selected properties.

• Report view: The selected view.

Step 4 - Review the Table Output

Start with the Below Minimum, Above Maximum, and Missing Pricing summary counts. Then review the unit details:

• Property: Property associated with the unit, or Unassigned property.

• Unit: Unit name.

• Floorplan: Floorplan template name. If unavailable, the report uses the unit’s floorplan name or Unassigned floorplan.

• Current Lease: Current lease selected for the unit. A dash indicates no qualifying current lease.

• Current Lease Rent: Monthly current lease base rent for an occupied unit, or unit floorplan market rent for a vacant unit.

• Floorplan Minimum Rent: Minimum rent from the floorplan template.

• Floorplan Maximum Rent: Maximum rent from the floorplan template.

• Exception Type: Rent exception or missing-pricing classification. A dash indicates no exception.

Expected Display

Rent amounts display with two decimal places. Unavailable values display as a dash (—).

The line Showing … of … units in the selected properties. compares the rows displayed by Report View with all eligible units in those properties. The denominator is not a count of every unit in the property inventory.

Changing Report View changes the detail rows and the displayed row count. It does not change the three summary counts, which cover all eligible units in the selected properties.

3. Technical Explanation

Unit Eligibility and Current Lease Selection

A unit must have a latest active unit floorplan record with a floorplan assignment to appear in the report. All Units therefore excludes units without that assignment.

If several active unit floorplan records exist, the report uses the most recently updated record, falling back to its creation date.

A qualifying lease must:

• Have current status.

• Belong to the unit’s property.

• Have a move-in date on or before the report date. If the move-in date is unavailable, the lease start date is used.

If several leases qualify for a unit, the report prioritizes the latest move-in date or fallback lease start date, followed by the most recently created lease.

Units without a qualifying current lease use vacant-unit market rent for this report.

Rent Calculation

For an occupied unit, Current Lease Rent is the sum of qualifying current lease charges designated as base rent for that unit.

The report uses the latest eligible effective amount for each charge and excludes charges terminated before the report date. An occupied unit without a qualifying base rent amount displays zero.

Charge amounts are converted to monthly equivalents:

For vacant units, the report uses the recorded unit floorplan market rent directly. Minimum and maximum comparison amounts come from the floorplan template.

Exception Classification

Each unit receives the first applicable classification in the following order:

An amount equal to a limit is not an exception against that limit.

When only one limit is available, the report checks that limit. A single missing limit alone does not produce Missing Pricing.

Table Structure and Granularity

The table provides one row per eligible unit, rather than one row per charge or lease history entry.

The summary counts represent:

• Below Minimum: Units classified as Below Minimum Rent.

• Above Maximum: Units classified as Above Maximum Rent.

• Missing Pricing: Units classified as either Missing Pricing or Missing Market Rent.

These are unit counts, not rent totals. They cover all eligible units in the selected properties, regardless of the selected Report View.

4. Troubleshooting

No Rows Appear in Exceptions Only

Possible causes:

• No eligible units have rent below the minimum or above the maximum.

• Units have missing pricing information and are excluded from this view.

Possible fixes:

• Switch to Missing Pricing to review missing information.

• Switch to All Units to review all eligible units in the selected properties.

An Expected Unit Is Absent from All Units

Possible causes:

• The unit’s property is not selected.

• The unit does not have the required latest active unit floorplan record with a floorplan assignment.

• The unit does not have a matching active property.

Possible fixes:

• Confirm the Property selection.

• Review the unit’s latest active floorplan assignment.

• Check Unassigned property if it is available and relevant.

A Summary Count Differs from the Visible Rows

Possible causes:

• Summary counts include all eligible units in the selected properties, while the detail table follows Report View.

• The Missing Pricing summary combines missing market rent and missing template rent limits.

Possible fixes:

• Compare the selected Report View with the summary classification being reviewed.

• Use All Units to review all eligible detail rows.

• Include both Missing Pricing and Missing Market Rent classifications when checking the Missing Pricing summary.

Current Lease Displays a Dash

Possible causes:

• No lease meets the report’s current status, property, and date requirements.

Possible fixes:

• Confirm the lease’s current status.

• Confirm that the lease belongs to the unit’s property.

• Review the move-in date or fallback lease start date against the report date.

Without a qualifying current lease, the report uses vacant-unit market rent.

Rent Is Zero or Differs from the Expected Amount

Possible causes:

• An occupied unit has no qualifying base rent amount.

• Base rent designations, effective amounts, charge frequencies, or termination dates affect the monthly calculation.

• A vacant unit’s recorded floorplan market rent differs from the expected amount.

Possible fixes:

• For occupied units, review base rent designations, effective amounts, charge frequencies, and termination dates.

• For vacant units, review market rent on the unit’s floorplan.

• Compare the expected amount with the report’s monthly frequency conversion rules.

Rent Limits Display as Dashes

Possible causes:

• One or both rent limits are missing from the floorplan template.

Possible fixes:

• Review the floorplan template’s minimum and maximum rent values.

• Update the relevant values as needed.

Both missing limits produce Missing Pricing. One missing limit may still allow comparison against the other.

After correcting the relevant records, rerun the report. For unresolved differences, provide your support contact with:

• Property.

• Unit.

• Selected report view.

• Execution date.

• Expected amount.

5. Customization

The following options are possible enhancement requests for review. They are not controls currently available in the report.

Additional Detail

• Additional unit or lease information in the detail table.

• A rent variance amount or percentage against the applicable limit.

Filters and Summaries

• Filters for floorplan or individual exception classifications.

• Property-level exception counts or other summary groupings.

Layout and Export Formatting

• Adjusted column ordering.

• Exception highlighting.

• Export formatting changes.

These modifications can be requested as a report customization through the customer portal.