Pull this report when you are looking for information regarding occupancy numbers, number of move-ins/move-outs for a specific date range, or projected occupancy.
Occupancy Report: This report shows the following:
- The occupancy percentage & number of occupied units at the first of the month
- The number of move-ins throughout the month
- The number of move-outs throughout the month
- The net move-ins and move-outs throughout the month, to reflect "occupancy point" changes
- The net transfers throughout the month
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The projected occupancy percentage & number of occupied units at the end of the month
By default, the occupancy report pulls the current month’s occupancy data. Use the filters at the top to choose the date range you are looking for, view the entire date range month over month, quarter over quarter, or year over year, or view the report by Community/Community Group, Floor Plan, Care Type, or Floor. Additionally, view by Units (default) or Residents. You can edit the columns to choose what you would and wouldn't like to include within this report. There are additional options specific to the report in "More Filters."
Under the "More Filters" tab you'll also be able to filter by:
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Aggregators
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Care Types
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Stay Types
*Note: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.
*Note: Some reports now include a "Heatmap" dropdown option, which allows you to highlight specific columns that automatically color-code them from either best-to-worst or worst-to-best; green being the best and red being the worst.