The Weekly Occupancy Report provides a high-level snapshot of unit data across your entire portfolio. It utilizes two distinct date dimensions—Date Range and Month-to-Date (MTD)—to help you track move-in trends and occupancy health.
Report Dependencies
To ensure the data in your report is accurate, verify the following settings:
Occupancy Budgets: The Budget and Variance columns rely on targets set on your community Floor Plans pages. Read this article for more information about setting occupancy budgets: Budget for Floor Plan Units.
Hotel Rules: The Move Out columns are impacted by your specific ALIS Hotel Rules (e.g., how notice periods or mid-day move-outs are recorded). Read this article for more information about ALIS Hotel Rules: Hotel Rules.
How to Access the Report
Locate this report by using the Communities dropdown menu > Weekly Occupancy Report.
Column Calculations and Logic
The report is divided into period-specific metrics and historical averages.
| Column Name | Calculation |
|---|---|
| Range Move Ins | Sum of unit move-ins within the Date Range filter. |
| Range Move Outs | Sum of unit move-outs within the Date Range filter. |
| Range Net Gain | Sum of unit move-ins minus the total number of move-outs within the Date Range filter. |
| MTD Move Ins | Sum of unit move-ins from the 1st of the month until the MTD End Date filter. |
| MTD Move Outs | Sum of unit move-outs from the 1st of the month until the MTD End Date filter. |
| MTD Net Gain | Sum of unit move-ins minus the total number of move-outs from the 1st of the month until the MTD End Date filter. |
| Expected Move Ins | Sum of future-dated move-ins scheduled within the remaining days of the month. Expected Move-Ins are based on the Financial Move In date set on the applicant profile. |
| Expected Move Outs | Sum of future-dated move-outs scheduled within the remaining days of the month. Expected Move-Outs are based on the Financial Move Out date set on the resident profile. |
| Total Occupied Units | Total number of units occupied as of the MTD End Date. |
| Avg This Month | Mean of units occupied daily from the 1st of the month until the MTD End Date filter. |
| Budget | Projected budget for the filtered month as set on the Budget tab of Floor Plan Settings. |
| Change vs Prior Month | Mean of units occupied daily from the 1st of the month until the MTD End Date filter, minus the Last Month Avg. |
| Variance to Budget | Mean of units occupied this month minus the budget. |
| Last Month Avg | Mean daily occupancy of the month prior to the filtered dates. |
| 2 Months Ago Avg | Mean daily occupancy of two months prior to the filtered dates. |
| 3 Months Ago Avg | Mean daily occupancy of three months prior to the filtered dates. |
| Unit Capacity | Sum of all units as set on the Floor Plan as of the MTD End Date filter. |
| Current Occupancy | Percentage of Unit Capacity occupied as of the MTD End Date filter. |
| Vacant Units | Sum of vacant units as of the MTD End Date filter. |
Related Articles:
- Unit Occupancy Report Guide
- How to Audit Resident Occupancy
- Budget for Floor Plan Units
- How to Configure a Community Floor Plan
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