Home and the rent roll
The Housing console opens on Home, under Overview at the top of the sidebar. It is the office's start to the day: five tiles that each open the list behind them, the things that need a person, and the month in figures. Every number is worked out on the server by the module that owns it, so a tile and the page it opens cannot disagree.
Rent roll, under Reports, is the one report every authority keeps: every unit, who is in it and what they pay.
Home
The page is headed with today's date. Two buttons sit in the header: Rent roll opens the report, and Mail queue opens the mail queue, with the number of letters waiting after it when there are any.
The tiles
| Tile | Counts | Opens |
|---|---|---|
| Recerts due in 30 days | Housed households whose next recertification date is within 30 days, including those already past. A red note counts the ones past | Recertifications |
| Inspections past due | Inspections whose corrections deadline has passed. A note counts those due soon | Inspections |
| Vacant units | Units with the status Vacant across every property. A red note counts those vacant 60 days or more | Properties |
| Owed by residents | With Finance on: the sum of every open ledger balance, how many households owe it, and how much of it is past 90 days | Receivables |
| Waiting to transfer | Without Finance, in the same place: households on the transfer list, with a red note counting open hardship requests | Transfer list |
| On the waitlist | The same figure as the waitlist tile, with how many are ready for review and how many offers are out | Waitlist |
A household that has moved out, or that is not in a unit yet, is not counted towards the recertification tile.
Needs a person
The Needs a person card lists what is waiting on the office, oldest first, by the date each item has been waiting since. At most twelve are shown. Each row has Open, which goes to the record.
| Row | When it appears | Opens |
|---|---|---|
| Recert overdue · {household} | The household's next recertification date has passed. The row gives the unit, the date, and the stage of the open recertification or "not opened", and says when its notice is in the mail queue | The recertification, or the household when none is open |
| Hardship request waiting · {household} | A minimum rent hardship request is undecided. The row gives the date the minimum rent was suspended from and the decide-by date | The household |
| Corrections past due · {unit} | An inspection's corrections deadline has passed with items still open. The row counts the items and gives the deadline | Inspections |
| Vacant {n} days · {unit} | A unit has been vacant 60 days or more. The row gives the size | Waitlist |
| Emergency transfer · {household} | The household is on the transfer list as an emergency, however recently | Transfer list |
| Waiting to transfer · {household} | The household has been on the transfer list 30 days or more | Transfer list |
| Over 90 days behind · {unit} | With Finance on only: of the three largest balances owed, those with anything past 90 days | The household's ledger |
Two things are deliberately not listed. Inspections that are merely due soon are a tile, not a row: nothing is waiting on a person until a correction is late. And arrears appear only with Finance on, because without it Housing holds no ledger to read. When the list is empty the card reads "Nothing is waiting on the office today."
The month
The card named for the current month gives:
| Line | What it is |
|---|---|
| Rent charged | The monthly rent on file for every housed household, added up. It is what the records say today, not what the ledger has posted |
| HAP paid to owners | Only with Vouchers on: HAP register lines for the month that are paid |
| Move-ins · move-outs | Households whose move-in date, or whose move-out date, falls in this calendar month |
| Occupancy | Occupied units as a share of all units, and the two counts |
Without Finance the card ends "Collections and arrears show with Finance on."
Under it, {n} letters to print appears when the mail queue has letters waiting, with Open the mail queue. With Finance on, a {n} households waiting to transfer card with Open the transfer list stands in for the tile that Finance replaced.
The rent roll
Rent roll lists every unit, grouped by property, with who is in it and what they pay. The header holds the controls.
| Control | What it does |
|---|---|
| As of | The month the report is labelled with. See what the month does |
| Property | One property, or All properties |
| Program | One program, or All programs. A vacant unit is matched on its property's program |
| Download XLSX | The same report as a workbook. See the workbook |
Five tiles sit above the table: Units with how many are occupied and vacant, Tenant rent this month, Subsidy, Owed by residents (with Finance on, in red) and Average tenant rent, which is tenant rent divided by occupied units.
The rows
Each property is a heading with its address, then one row per unit.
| Column | Shows |
|---|---|
| Unit | The unit's label |
| Household | The head of household's name and how many people live there. Under it, in small type, any flags: flat, hardship, mixed family, over-housed, under-housed, transfer list |
| BR | Bedrooms |
| Program | The household's program |
| Contract | The unit's contract rent, where it has one |
| Tenant | The monthly rent the household pays |
| Subsidy | Contract rent less tenant rent, where the unit has a contract rent. Otherwise nothing |
| Util. allow. | The program's utility allowance: by bedroom size for a voucher program, one figure otherwise |
| Balance | With Finance on only: the household's ledger balance, in red when they owe |
| Recert due | The next recertification date, in red with "overdue" when it has passed |
A vacant unit is a row too, shaded, reading "Vacant {n} days" in place of a household. A unit that is neither occupied nor vacant, such as one offline, shows its status in the same place. The last row is the total: households, people, and each money column added up.
The flags mean:
| Flag | When it shows |
|---|---|
| flat | The household chose flat rent |
| hardship | A minimum rent hardship request is open, or a long-term exemption is in force |
| mixed family | A member is recorded as not contending or an ineligible noncitizen |
| over-housed, under-housed | What the last recertification found |
| transfer list | The household is on the transfer list |
What the month does
The month names the report. It does not rebuild an earlier month: every row is what the records hold on the day you open the page, the balance included. A rent roll for last March, run today, shows today's residents and today's rent. Keep the workbook from each month if you need the picture as it was.
The workbook
Download XLSX builds the report on the server and downloads it as
rent-roll-{authority}-{month}.xlsx. The export is written to the audit log.
The workbook has a Summary sheet with the totals, then one sheet per property with the same rows as the screen and these columns the screen leaves out: Move-in, Status, Vacant since, Phone, Email, and Notes, which carries the flags as words plus "recert overdue". The Balance column is included only with Finance on.
Housing does not keep a copy of the workbook, and there is no PDF.