Tenancy income & forecast report (Tenancy Income Report)

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available to provide Tenancy Income Reporting - this report option provides the ability to report on:

fees and commission
tenancy income & forecast

To request this configuration to be enabled, click here to contact Reapit Support

This guide covers the Tenancy Income & Forecast report - for information on the Fees & Commission report, click here: Fees & commission report (Tenancy Income Report)

This guide covers:

The tenancy income & forecast report is a reflection of the current data on the system as it stands on the day the report was run and should be used as an indication of projected income

Due to the changing nature of lettings and renewals, it is not possible to provide an accurate report of business income - therefore the report should be used as a guide only

For example: if a report is run in September for the next 6 months, renewals for the later months would not yet be completed, therefore would not show in the report

Launch report & main screen

1. Launch report

From Reports on main menu:

Click MI Analysis and select Tenancy Income Report
The screen in step 2 will be shown

2. Tenancy Income Report main screen

The Tenancy Income Report main screen is displayed - it allows two types of tenancy report to be run:

Fees & Commission - this report is covered here: Fees & commission report (Tenancy Income Report)
Tenancy Income & Forecast - this report is covered in this guide, see next section onwards

Set up report criteria & run report

1. Set report type & output options

Report Type

Select Tenancy Income & Forecast

Output Options

Include renewal & alteration breakdowns
When ticked, includes a row per renewal/alteration that fall within the reporting period
e.g. if there have been 5 renewals on the tenancy in the reporting period, 5 rows will be displayed for each renewal (in addition to any other individual allocations being shown - i.e. negotiator and/or office alterations)
When unticked, all renewal/alterations that fall within the reporting period will be displayed in one row
Include landlord fees with no associated tenancy (ticked by default)
When ticked, will include detail of landlord fees that are not associated to a specific tenancy
Being able to apply landlord fees to a property is a configuration option, outlined in more detail here:
Add landlord fees to a property - configuration option
Show individual negotiator commission allocations
When ticked, one row per negotiator with a fee split will be included in the report
e.g. if there are 3 negotiator fee splits, 3 rows will be displayed for each allocation (in addition to any other individual allocations being shown - i.e. office and/or renewals & alterations)
When unticked, one row per tenancy will be shown in the report
Show individual office commission allocations
When ticked, one row per office with a fee split will be included in the report
e.g. if there are 2 office fee splits, 2 rows will be displayed for each allocation (in addition to any other individual allocations being shown - i.e. negotiator and/or renewals & alterations)
When unticked, one row per office will be shown in the report

2. Choose what to include in the report

These options allow you to narrow down what is returned in the report to suit your requirements

Tenancy Start

Specify a date or date range to limit tenancies returned in the report by the tenancy start date - or click Select for predefined options of Last month and This month
Or, to include all tenancies regardless of start/end dates, leave date fields blank

Income Period

Defaults to the current year - meaning that the forecast will cover the current year, although this can be changed - click Select for predefined options of Last/This month and Last/This/Next year
Or leave date fields blank to include all tenancies regardless of the income period)

Status

Defaults to Tenancy Current & Arranging Tenancy - meaning that only current & arranging tenancies will be included in the report - although this can be changed - click Select one or more status and select/deselect required option(s)

Property Office

To narrow the report down to properties from one or a selection of offices, click Select one or more office and select required offices
Or, to include properties for all offices, leave blank

Neg. Allocation
Field available when Show individual negotiator commission allocations is selected in Output Options

To narrow the report down to one or a selection of negotiators/managers, click
Select negotiator/manager and select required negotiators/managers
Or, to include all negotiators/managers, leave blank

Office Allocation
Field available when Show individual office commission allocations is selected in Output Options

To narrow the report down to one or a selection of negotiators/managers, click
Select negotiator/manager and select required negotiators/managers
Or, to include all negotiators/managers, leave blank

Renewal & Alteration
Field available when Include renewal & alteration breakdowns is selected in Output Options

Specify a date or date range to limit tenancies returned in the report by the renewal/alteration date
Or click Select for predefined options of Last month and This month
Or, to include all tenancies regardless of renewal/alteration dates, leave date fields blank

3. Run report

To run the Tenancy Income & Forecast report:

Select report type, output options and criteria (as outlined in steps 1 & 2 above) and click Report
Depending on the amount of data being returned, a prompt is shown detailing the current activity
The Tenancy Income & Forecast report is displayed in Excel - content explained in the next section
When Output Options to show individual negotiator and/or office allocations have been selected, this results in more than one row being shown per tenancy to detail the individual allocations

Tenancy Income & Forecast report output (in Excel)

The Tenancy Income & Forecast report automatically launches in an Excel spreadsheet containing two worksheets:

the first worksheet includes a PivotTable which summarises the report data
the second worksheet holds the report data behind the PivotTable

1. Criteria used for example report This example report shown in this section was run with the Output Options and criteria set as shown:
2. PivotTable data The PivotTable is shown on the first worksheet of the Excel spreadsheet The report is broken down into two sections, Invoiced data and Pipeline data

Example reports

Manager view for 1 month

Manager view for 12 months

Company view for 1 month