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Facility Occupancy Reports: Unit Movement Report

See how many units were rented, vacated, or transferred during a date range, and what that movement did to rent value and rented square footage - essential for space use and financial planning.

Overview

The Unit Movement report shows rental activity for a single facility over a chosen date range: move-ins, move-outs, and transfers, broken down by unit type. You can typically run it to see which unit types gained or lost tenants during a period, and what that turnover was worth in rent and square footage. Where Occupancy reports show a point-in-time snapshot, Unit Movement measures the velocity of change across a period.

⚠️ Warning: This is not a revenue or accounting report. All money figures are valued at each unit's published street rate (and web rate, if enabled) as of the end of the period - not the tenant's actual contracted rent, and with no discounts, coverage, or fees applied. Don't reconcile these figures against financial reports.

Prerequisites

Access to this report requires:

  • The Read Unit Movement permission in the Report section, at the Facility tab.

Report Scope

This article covers the Facility version of the Unit Movement report, which breaks down move-in, move-out, and transfer activity by unit type for a single facility. A separate Corporate version rolls this same data up into one row per facility across a portfolio.

💡 Tip: The Unit Movement report can also be scheduled for recurring email delivery with automatic ranges like month-to-date, year-to-date, or the last N days/weeks/months. Moreover, you can mark it as a favorite report for easier and quicker access to it.

Report Layout

The report page includes the following report parameters and page controls.

Report Parameters

  • Report name and category – Shown as Unit Movement, tagged with the purple Occupancy badge.

  • Facility scope – Shows the single facility this report covers.

  • Date range – The Generated From – To dates the report covers, inclusive on both ends, measured in the facility's own time zone. A single-day range is allowed, for example, 08/01/2026 - 08/01/2026.

  • Report Generated timestamp – The exact date and time the report was run.

ℹ️ Info: Each facility's date range runs on its own local business day. The same calendar dates can cover slightly different absolute moments across time zones - this is intentional, so every facility's reporting day matches its local reality.

Filter and Export

  • Filter – Opens the Generate Report – Unit Movement drawer, where the From and To Date can be reapplied. Unlike the Corporate level report, there's no facility picker here, since the report is already scoped to a single facility.
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    Generate Report – Unit Movement drawer
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  • Export as – Downloads the report as CSV, Excel, or PDF.

Main Table Content

The report's main table breaks results down into unit information and movement columns.

Unit Information

These columns describe each row's, in other words - unit's, physical characteristics and current inventory counts.

ℹ️ Info: Rows are grouped by the exact combination of a unit's characteristics: square footage, width, length, height, category, climate control, floor, and location. Units of the same nominal size on a different floor land in different rows. A row appears if it has at least one active unit at the end of the period, or had any activity during the period - including a "movement-only" row, where all activity happened on units since deactivated; that row shows zero inventory but real movement numbers, which is expected.

  • Square footage, W / L / H – The unit type's area and physical dimensions. Shown as 0 when not recorded.

  • Category – The unit category - Storage, Parking, Office, Wine Storage, Billboard, Mailbox, Antenna, or Locker. Blank if the units have no category assigned.

  • CC (Climate Control) – Indicates whether the unit is climate controlled. Can be blank if not set, or show heated, cooled, or both.

  • Floor – The unit type's floor.

  • Location – The unit's location (for example, inside or outside). Blank when not set.

  • Street rate (min – max) – The range of published street rates across this row's active units at the end of the period, including unrentable units. Shows 0–0 for rows with no active units remaining.

  • Web rate (min – max) – The same range for online rates, counting only active units that have a web rate set. Empty when none do.

ℹ️ Info: If the company's web rate feature is turned off, web rate figures are hidden across the report instead of showing as zero.

  • Units – How many active units of this type existed at the end of the period, whether or not they were rentable.

  • Vacant – How many of those units were vacant at the end of the period.

ℹ️ Info: Marking a unit unrentable (for maintenance or company use) does not remove it from Units or Vacant, or from the street rate range - only deactivating a unit does that. A unit temporarily marked Unavailable is still counted under its last real status, normally vacant, so a maintenance hold doesn't hide it from the vacancy count.

Unit information section of the Facility Unit Movement report main table

Movement

These columns describe the move-ins, move-outs, and transfers counted against each row during the period, and their net effect.

  • Move-Ins – Number of move-ins of the unit's type during the period.

  • Move-Outs – Number of move-outs of the unit's type during the period.

ℹ️ Info: Move-ins created by importing historical data from a previous system are excluded, as are move-ins later undone or reversed, regardless of when the reversal happened. Move-outs reversed within the period are excluded; a move-out reversed after the period still counts for that period, since the period is reported as it stood at the time.

  • Transfer-Ins – Transfers into units of this type during the period.

  • Transfer-Outs – Transfers out of units of this type during the period.

  • Net In – Represents the net number of move-ins. Calculated as: (move-ins + transfer-ins) minus (move-outs + transfer-outs). A positive number means this unit type gained occupancy; a negative number means it lost occupancy.

  • Net $ (Net street rate) – Calculated as: each unit's gains multiplied by its street rate, minus its losses multiplied by its street rate. A transfer from a $100 unit into a $150 unit contributes +$50 to this figure, so upgrades and downgrades show up here even when the net unit count doesn't change.

  • Net Web $ (Net web rate) – Calculated as: the same calculation as Net $, using web rates instead of street rates. Units without a web rate contribute nothing, so this figure can understate the picture if web rates are only partially configured.

  • Net SF (Net square footage) – Calculated as: Net In multiplied by the row's square footage. Empty when the units have no recorded area.

Movement section of the Facility Unit Movement report main table

Sorting and Totals

Rows are sorted by square footage (SF), then by street rate, by default. This default sort order can be cleared using the X button on the right-hand side of the table.

The facility totals row sums every row: total units, vacant units, all four movement counts, net in, net street rate, net web rate, and net square footage. Two figures appear only on this totals row: total street rate and total web rate - the sum, not a range, of every active unit's rate. This represents the facility's gross potential monthly revenue at 100% occupancy at published rates. Because unrentable units are included, this reads as the potential of the full inventory, not just what's currently on the market.

Total row of the Facility Unit Movement report main table

FAQ

The following questions cover common points of confusion when reading the Unit Movement report at the Facility level.

1. Why does a unit still count as vacant if it's marked Unavailable?

A unit temporarily marked Unavailable - for maintenance or a similar hold - is counted under its last real status, which is normally vacant. This keeps a maintenance hold from hiding inventory from the vacancy count.

2. Does a transfer affect Net In?

Yes. Each transfer produces one transfer-in on the destination unit type and one transfer-out on the source unit type, so a transfer between two different unit types can shift Net In for both rows even though no new tenant moved in.

3. Why might Net $ change even when Net In is zero?

Net $ values gains and losses at each unit's street rate. A transfer from a lower-rate unit to a higher-rate unit changes Net $ because the destination and source rates differ, even though the unit count itself didn't change.

4. Can I filter this report by unit type?

No. The Filter drawer only offers the From and To date fields - there's no unit-type picker.

5. Why might a re-run of a past period show different move-out numbers than an earlier export?

If a move-out was reversed after the original run, re-running the same period can shift the move-out count for that period. Reversed move-ins, by contrast, are always excluded, so they don't cause this shift.

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