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Move Out Date and Filters for "Current" on Reports

How move-out dates affect tenant reporting and filters for "Current" tenants in Property Matrix

Andy Goh avatar
Written by Andy Goh
Updated over 3 weeks ago

Overview

Tenant reports in Property Matrix use both the Lease End Date and the Move Out Date to determine tenant status. Understanding how these fields interact ensures accurate reporting when reviewing lease information and balances.


End Date vs. Move Out Date

  • End Date

    • Found on many tenant reports.

    • Represents the official lease end date based on the original lease schedule.

  • Move Out Date

    • If a tenant moves out before the official lease end date, the move out date is used instead.

    • Reports factor in this earlier move out date to ensure accuracy.


Filters for "Current" Tenants on Reports

  • Many reports, such as Outstanding Balances, include a filter to show only Current Tenants.

  • If the tenant completes the move out process, but Move Out Date is set in the future:

    • In the Property Matrix interface, the lease is no longer marked as current.

    • In reports, however, the tenant is still treated as current until the move out date arrives.

    • This ensures that tenants scheduled to move out are still included in reporting until their official move out date passes.


Key Takeaway

  • Reports will always consider future move out dates as current until the move out date has passed.

  • This logic helps maintain accurate reporting for tenants who are still occupying units but have already scheduled a move out.

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