Overview
The Price Increase Prevention report lists every lease at a facility that carries a rate increase protection - an agreement that caps how much a tenant's rent can rise until a fixed date. Both active and terminated leases can appear, as long as the lease was protected and its tenancy or termination overlapped the selected date range. You typically run this report before planning a rent increase, to see which tenants a raise must not touch and which tenants have just become eligible for one. The report lists one row per protected lease, showing the tenant's current rate, the maximum rate their lease is allowed to reach while the protection is active (Max Rent), and the date the protection expires.
ℹ️ Info: This report reads no payment or balance data. It is built entirely from active leases, their rate histories, unit rates, and protection records.
Prerequisites
Access to this report requires:
The Read Price Increase Prevention permission, in the Report section, at the Facility tab.
Key Terms and Rules
This report relies on a shared set of rules that apply across most of its columns, defined once here rather than repeated in every column bullet where they apply. The three terms below describe concepts and logic used throughout the report - they are not field names you'll see written on the report itself. The actual rate and rent columns are defined individually in the Main Table Content section below.
Key Terms
Active lease – A tenancy that overlaps the date range. If the tenant moved in on or before the end of the To date, and had not moved out before the start of the From date, the lease counts as active for the range. A tenant who moved out partway through the range still appears. A move-in that was later undone does not count as a tenancy.
Terminated lease – Leases that have since been terminated: a terminated lease - a tenant moved-out or transferred - still appears as long as its tenancy overlapped the date range.
Protected lease – A lease that currently has an active protection. Every change to a lease's protection - adding it, editing its terms, or removing it - creates a new record in that lease's protection history. If the most recent record in that history, as of the end of the To date, is a removal, the lease is not considered protected and does not appear on the report, even if the lease had protection terms earlier in its history. If the most recent record is anything other than a removal, the lease is considered protected and appears on the report.
Rate Increase – Any change to a lease's rate that results in a higher number than the rate it replaced. If the new rate is a lease's very first rate - its move-in rate - it does not count as an increase, since there was no prior rate to compare it to. If a rate change lowers the rate, that also does not count as an increase.
Formatting Rules
Money (In Place Rate, Current Street Rate, Current Web Rate, Last Rent Increase Amount, Max Rent) – Rounded to two decimal places and a dollar sign, for example, $1,234.56.
Dates (Move-In Date, Last Rent Increase Date, Max Rent Expiration Date) – Shown as calendar dates in the facility's time zone.
Empty values – Two columns can come back blank - Last Rent Increase Date and Last Rent Increase Amount - which signals the value simply hasn't happened yet for that lease. Nine columns never come back blank: Facility, Tenant, Unit, Unit Group, Move-In Date, In Place Rate, Current Street Rate, Max Rent, Max Rent Expiration Date. Current Web Rate is never empty for the facilities that choose to have web rate as a feature; facilities that opted out from web rate do not have this column in their reports.
How Rent Increase Protections Work
A protection is an agreement attached to a single active lease, capping how much that lease's rent can rise until a fixed date. A protection is created in one of three ways:
At move-in, automatically – If the facility has Max Rent Increase Settings configured, every move-in receives a protection on those default terms.
Facility-level defaults for automatic protections, set under Max Rent Increase Settings
At move-in, with custom terms – Staff can override the facility's default terms, or add a protection where no default exists, for that specific move-in.
Setting default protection terms on the Financial step during a move-in process
Later, on an existing lease – A protection can be added, edited, or removed on an existing lease at any time, independent of when the tenant moved in.
Editing a lease's custom Max Rent Increase terms from the unit's Overview tab
Every protection is defined by three things: a rate cap or max rent, a length of time, and the date it runs out:
Max Rent (the cap) – The active lease's rate at the moment the protection was created, increased by the agreed percentage. For example, a tenant paying $400 with a 10% protection is capped at $440. The percentage can range from 0 (a full rate freeze) up to 500.
The window – A whole number of calendar months, counted from the protection's start date - either the move-in date, or the day the protection was added to an existing lease.
The Max Rent Expiration Date – The last day the window's limit holds. The lease becomes becomes eligible for a rate increase again the day after.
An active lease holds at most one protection at a time. If an existing protection is edited, the old terms are replaced entirely, and the cap is re-based on the lease's current rate at the time of the edit. If a tenant is protected again after a rate change, the new cap is calculated from the new, higher rate - not from the original cap. Moreover, if a protection is removed from a lease, that lease drops off this report for any report date after the removal.
Report Scope
This article covers the Facility level version of the Price Increase Prevention report, which lists one row per protected lease at a single facility. The Corporate level version covers the same information across multiple facilities, adding the facility's name to each row.
A lease is listed if it was active at any point inside the From date and To date range, which are the two required inputs that control the report, and if Max Rent Increase is set for it. The To date is also the valuation moment: every rate, snapshot, and protection value on the row is measured as of 23:59:59 on the To date, in the facility's own time zone. The From date only widens the activity window backward - it never changes any value shown on the row.
Furthermore, there are several conditions that have to be met so that a lease appears as a row on this report (the following have to be true as of the end of the To date):
Its newest protection record exists and is an addition or edit, not a removal.
The tenancy was active at some point inside the date range: the tenant moved in by the end of the To date, had not moved out before the start of the From date, and the move-in itself was not undone.
The lease was terminated at some point inside the date range: the tenant moved-out or transferred by the end of To date.
If a protection has expired - its expiration date has already passed - the lease is not removed from the report. The row still appears, showing the past expiration date. This is intentional: the report is designed to surface exactly those tenants, since they have just become eligible for a rate increase.
💡 Tip: The report can also be scheduled for recurring email delivery, so it doesn't need to be run manually each time. It can also be marked as a favorite report for easier and quicker access.
Report Layout
The report page includes report parameters, page controls, and the main table. The parameters and controls are covered below; the main table is documented in its own section Main Table Content below.
Report Parameters
These items appear at the top of the report:
Report name and category – Shown as Price Increase Prevention, tagged with the orange Operations badge.
Facility scope – The single facility this report covers.
Date range – The Generated From and To dates defining the period selected when the report was run. The To date must be on or after the From date; the same date can be entered for both, which reports a single day.
Report Generated timestamp – The exact date and time the report was run, indicating how current the data is.
Report parameters on the Facility level Price Increase Prevention report displaying report name, category, selected facility, date range and Report Generated timestamp
Filter and Export
Filter – Opens the Generate Report - Price Increase Prevention drawer, where the From and To dates can be reapplied. There is no facility picker at the Facility level, since the report is already scoped to a single facility.
Selecting a report date range and generating the Price Increase Prevention report in the Generate Report - Price Increase Prevention drawer
Export as – Downloads the report as CSV, Excel, or PDF.
Export as button on the report page displaying CSV, Excel, and PDF as download options
Sorting and Totals
Any column can be sorted by clicking its column header:
If a column header is clicked once, the table sorts by that column in ascending order.
If the same header is clicked a second time, the table sorts by that column in descending order.
If the same header is clicked a third time, the sort is removed from that column.
Sorting can also be removed by clicking the X button that appears in the table's top-right corner.
Rows are sorted by unit number, then by tenant full name. This report has no Total row and no pagination. It is a flat list of protected leases; none of its columns are summed up, and none would be meaningful in aggregate.
Main Table Content
The report includes one results table. Its columns fall into three groups: identifying information about the tenant and unit, the tenant's current and comparison rates, and the terms of the tenant's protection.
Identifying Columns
Tenant – The tenant's full name. The name itself is a clickable link that opens tenant overview screen in a new tab.
Unit – The unit number the active lease is on. The unit number is a clickable link that opens unit overview screen in a new tab.
Move-In Date – The day the tenancy started, shown as a calendar date in the facility's time zone.
Unit Group – The unit's type name, such as ' 5x5 Storage unit' or '2x1 Antenna', taken from the unit's state as of the end of the To date. If the unit's type was changed after the To date, that later change does not appear - the column reflects the unit's state as of the To date only.
Identifying columns section of the Price Increase Prevention report
Rate Columns
In Place Rate – What the tenant actually pays: the newest lease rate in effect on or before the end of the To date.
Current Street Rate – The unit's published standard rate as of the end of the To date. This is the benchmark for how far below market the protected tenant's rate sits.
Current Web Rate – The unit's online rate as of the end of the To date. This value is always empty if the company does not use web rates.
Last Rent Increase Date – The facility-local date of the most recent rate change that raised the rate, on or before the end of the To date. This value is empty if the rate has never gone up. If a rate increase is scheduled to take effect after the To date, it does not appear here - it will only show once the To date reaches or passes it.
Last Rent Increase Amount – The size of the most recent rate increase. Calculated as: the new rate minus the rate immediately before it. For example, a raise from $400 to $425 shows $25. This reflects the most recent increase, not the current In Place Rate - if a later decrease brought the rate back down, this column still shows the earlier increase.
Rate columns section of the Price Increase Prevention report
Protection Columns
Max Rent – The cap: the highest rent this active lease may be charged while the protection is active. This reflects the protection's terms as they stood at the end of the To date. Every row on this report always has a Max Rent value, since the protection is what qualifies the lease to appear on the report in the first place.
Max Rent Expiration Date – The day the protection ends: the first day the lease may be raised past the cap. This date can be in the past - an expired protection does not remove the row from the report.
Protection columns section of the Price Increase Prevention report
💡 Tip: Use Max Rent Expiration Date to plan ahead. Once this date passes, the lease becomes eligible for a rate increase, so this column can be used to queue up increases for the moment protection lapses.
FAQ
The following questions cover common points of confusion when reading the Price Increase Prevention report at the Facility level.
1. What happens if I set the To date in the future?
If the To date is set in the future, the report accepts it and shows the latest known state as of the time the report is generated - protections and rate changes already on record are included, but nothing is projected or forecast ahead.
2. What happens if a move-in or move-out was undone?
If a move-in was undone, that tenancy never counts as active, even though the lease record still exists. If a move-out was undone, the departure is cleared, and the lease becomes active for the date range again.
3. What shows for a lease that has no rate history at all?
Every lease must have a rate history.
4. What happens if a protection was created after the To date?
If a protection was recorded after the selected To date, the lease does not appear on the report at all. It becomes visible only once the To date is set to a date on or after the day the protection was recorded.
5. What happens if no protected leases exist for the selected facility?
If the selected facility has no protected leases as of the date range chosen, the report returns as an empty list. There are no placeholder rows.
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