REN Monthly Executive Summary Generator v40 - PDF Month End + Connected Reporting

MONTHLY REPORT BUILDER

Input path

Work from top to bottom. July 2026 is prefilled from the uploaded executive summary. Upload the recurring reports to refresh calculated fields; Projects and Staffing stay manual.

July 2026 prefilled. Start with Step 1 to refresh the report data.

STEP 1

Import reports

Upload the recurring reports below. Each file shows what was successfully parsed.

Lease TradeoutNew leases, trade-out, lease terms and vacant daysNo file loaded. All Units — Month EndOneSite month-end PDF preferred. Spreadsheet exports also supported.No file loaded. YTD Lease Expiration / Renewal DetailRun from January 1 through report month-end. Builds monthly Renewed, NTV, and MTM percentages automatically.No file loaded. Resident ActivityMove-ins, move-outs and cancelled / deniedNo file loaded. Market SurveyREN vs. comps for rent, PPSF, NER and concessionsNo file loaded.

Optional source report

8-Week Projected OccupancyBuilds the 8-week occupancy outlook from scheduled move-ins and move-outs.No file loaded.

STEP 2

Report dates

Reports can set these automatically. Confirm before finishing.

Report start

Report end

Prepared as of

Prepared by

STEP 3

Manual updates

Only enter items that are not supplied by the uploaded reports.

Tours completed

Conversion target %

Projects in Progress

One project per line

Current Staffing PlanUsually no changes needed

Filled team members

Open positions

DepartmentPositionTeam Member / Status

Enter one position per row. Type OPEN or VACANT in the Team Member / Status field for an open position. Filled and open counts update automatically.

Maintenance supporting data

Service requests - current

Service requests - prior

Top service categories

Renewal supporting data

Month-to-month transitions

Notices to vacate

YTD expirations

YTD renewals

Vacant already leased

Occupied notice pre-leased

Prior-month comparison

Prior physical occupancy %

Prior leased %

Prior avg rent PSF

Prior effective rent PSF

STEP 4

Written commentary

Use Copy Raw Data for a section, paste it here for a summary, then paste the finished wording into the box.

Executive Summary

Leasing Summary

Renewal Summary

Maintenance & Building Operations

Market Takeaway

Executive Outlook

STEP 5

Finish report

Saved month-end reports will build long-term trends automatically.

Loading saved month-end history…

REPORT CHECKSWaiting for reports

Backup, email & advanced tools

Import Backup

Manual KPI overrides

Physical occupancy %

Leased %

Net exposure homes

Net exposure %

New leases signed

Move-ins

Move-outs

Cancelled / denied

Net leases

Monthly renewal rate %

YTD renewal rate %

Combined effective trade-out %

Monthly rent gain $

Ending projected occupancy %

REPORT PREVIEW

July 2026 is prefilled from the uploaded executive summary. Uploaded reports replace the calculated fields automatically.