Portfolio snapshot (APAC only)
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to APAC only
The portfolio snapshot report is a custom report available for APAC clients only
To access the report, from the Reports menu:
Select Custom ReportsÂ
Click Portfolio Snapshot
There are certain fields that cannot be reported on retrospectively - therefore, if you wish to report in the past you are advised to run this report on a weekly/monthly basis and save this locally (these are clearly identified in the report) - an explanation of the columns is below
Column name | Description |
|---|---|
Portfolio size | Count of all properties with status in |
Average properties per owner | The average number of properties per landlord |
No of weekly tenancies | The number of current tenancies with rent payable weekly |
No of fortnightly tenancies | The number of current tenancies with rent payable fortnightly |
No of monthly tenancies | The number of current tenancies with rent payable monthly |
No of pending new business properties | Count of all properties with status Available and no prior tenancy record |
Vacancy rate % | Of all records in portfolio, divide the number without current tenancies (not occupied) by the total number to determine the vacancy rate as a percentage |
Vacancy count | Of all records in portfolio, the number without current tenancies (not occupied) |
Arrears | Percentage of tenants effectively in arrears - current tenancies only |
Arrears 14+ | Count of tenants 14 days effectively in arrears - current tenancies only |
Average weekly rent | The average weekly rent of current tenancies |
Average monthly rent | Average monthly rent based on weekly rent /7 * 365/12 for current tenancies |
Average management fee | The average management fee for current tenancies |
No of properties leased for month | The number of properties leased for the reported month |
Total gains | Number of properties with no previous tenancy and has a tenancy starting in the period |
Total loss | Number of properties withdrawn in the period |
Net gain | Gains minus loss |
Net value gain | Annual management fee gained minus annual management fee lost |
Preventable | Number of properties withdrawn with reason as one of in reason code list (contact Reapit Support to enable) |
Non-preventable | Number of properties withdrawn with reason not one of in reason code list (contact Reapit Support to enable) |
Total management fees for month received | Include all invoices in the agent ledger for the period of CrNom equals Default Nominal Code for Management Fees or Renewal Management Fees |
Total leasing fees for month received | Include all invoices in the agent ledger for the period of CrNom equals Default Nominal Code for Rental Letting Fees or Extension Letting Fees |
Total all other fees for the month | All invoices in the agent ledger for the period less the ones in management and leasing fees |
Total Monthly Income (excluding GST) | Total monthly fees excluding GST |
Total Monthly Income (including GST) | Total monthly fees including GST |
Total refunds/agency payments for the month | Total refunds processed |
For more accurate fee reporting, please refer to the Agent Remittance
This details the fees physically paid to your business account