Summary
The Move-In KPI Report gives facility managers and corporate teams an employee-level scorecard of move-in performance across a selected date range. It ties move-in volume, net unit movement, and ancillary attach rates (insurance, autopay) back to the individual staff member, so you can coach on attach rates, spot excessive discounting, and recognize top performers.
Permissions required:
Reports – Tenants — View
Accessing the Move-In KPI Report
From the left-hand menu, click Reports.
Under the Tenants category, select Move-In KPI Report. This will open the report with all employees listed for the default date range.
Filtering the Report
At the top of the report, use the following controls to adjust what the report shows:
Facility selector — Choose which facility or facilities to include.
Employee filter — Narrow the report to one or more specific staff members.
Date-range picker — Set the period the report covers. All metrics are calculated from move-in, move-out, and reservation activity that falls within this range.
Sorting the Report
By default, the report sorts by Employee name in ascending order.
Click any column header to sort by that column. Every column is sortable.
Reading the Report
The report opens with a Total row at the top, followed by one row per employee. Web and self-service move-ins that have no staff attribution appear in a dedicated "System Generated" row.
Move-In Activity
Employee — Name of the employee associated with the move-in activity, shown by username. Web/self-service move-ins with no staff attribution roll up into the "System Generated" row.
Future Move Ins — Count of the employee's reservations: leads converted to tenants with a status of Move In Scheduled. Credited to the employee who generated the lease for that tenant.
Move Ins — Count of move-ins completed within the selected date range, credited to the employee who clicked "Send Lease." Includes move-ins with no prior lead (walk-ins).
Move Outs — Count of move-outs completed within the date range, credited to the employee who clicked "Complete Move Out." All move-outs are included, regardless of reason.
Net Units — Future Move Ins + Move Ins − Move Outs. Can be negative.
Transfers — Count of transfers completed by the employee.
Note: Whether a rental falls under Future Move Ins or Move Ins depends on the last day of the date range you've selected. If the move-in date is on or before that day, it counts as a Move In; if the move-in date is later, it counts as a Future Move In. Because of this, the same rental can show as a Future Move In in a shorter range that ends before its move-in date, and as a Move In in a longer range that includes it.
Insurance & Coverage
Insurance Policies Sold — Of the employee's move-ins, the count completed with a coverage plan selected (coverage that is neither "private coverage" nor "no coverage"). Bounded by Move Ins.
Private Policies — Count of unit rentals enrolled in private coverage at the time of move-in.
No Policies — Count of unit rentals not enrolled in coverage at the time of move-in.
Insurance $$ — Total monthly premium across all move-ins with coverage in the date range.
Insurance % — Move-ins with coverage ÷ (Move Ins + Future Move Ins) × 100.
Autopay
Auto Pay Enroll — Count of move-ins where the autopay flag was enabled.
Auto Pay % — Autopay-enabled move-ins ÷ (Move Ins + Future Move Ins) × 100.
Discounts, Fees & Charges
Total Discounts — Total dollar amount of promotions applied at the time of move-in, derived from the initial invoice paid, for move-ins in the date range.
Avg Disc / Move In — Total Discounts ÷ (Move Ins + Future Move Ins).
Total Fees $ — Total dollar amount of fees associated with the unit rental at the time of move-in.
Service Charges $ — Total dollar amount of service charges associated with the unit rental at the time of move-in.
Waived Fees — Total dollar amount of fees waived at the time of move-in. This column currently displays as null and will populate in a future release.
Downloading the Report
Download PDF — Export a formatted PDF of the report.
Download CSV — Export the underlying data as a CSV file.
How the Move-In KPI Report Works
Report Layout
The report generates a consolidated, portfolio-wide version on page 1, followed by a per-facility version of the report on each subsequent page (one page per facility).
The Total Row
The Total row aggregates all metrics at the portfolio level. Percentage-based metrics — Insurance % and Auto Pay % — are recomputed from raw counts, not averaged across the employee rows.
Employee Attribution
Move Ins are credited to the employee who clicked "Send Lease," including walk-ins with no prior lead.
Move Outs are credited to the employee who clicked "Complete Move Out."
Future Move Ins are credited to the employee who generated the signed lease for the future move-in date.
Move-ins completed through the web with no staff attribution are attributed to the "System Generated" row.
Coverage Exclusions
Move-ins completed with "private coverage" or "no coverage" are excluded from Insurance Policies Sold and Insurance $$.
Negative Net Units
When an employee has more move-outs than move-ins in the period, Net Units displays the negative value and is not floored at zero.
Historical Data
Historical data is not available. The report reflects activity within the selected date range only.