The Delinquency Stages report details delinquent accounts, organizing them by the number of days delinquent and providing unit-level specifics. The summary section provides a high-level view of all delinquent units categorized by the number of days they are past due. The detail section provides line-item information for every delinquent unit.

Trailing day data: This report is built on trailing day data, meaning it can only be generated up to the prior day and not for the current day. Using trailing day data allows for static data and guarantees data completion and accuracy. For real-time past due and delinquency data, see the Past Due section.

⚠ Important Note! The default delinquency policy is: Once a tenant enters delinquency, the tenant cannot exit delinquency until the rent balance is paid in full. This means that partial payments that advance the paid through date will not reset the number of days past due or restart delinquency.

There are 3 situations where units with unpaid balances will not appear in the report.

1. Units that are exempt from delinquency
2. Moved out units
3. Units where the unpaid balance does not include rent or the rent balance is less than the threshold set in advanced delinquency settings

Summary Table

Range: Range of all days past due (e.g. 0 to 10 Days Past Due, 11 to 30 Days Past Due)

Count: Count of the units past due within the range

% Occ: Ratio of the units past due within the range to the total count of occupied units

Due: Sum of the outstanding charges from the past due units within the range

% Tot: Ratio of the outstanding charges from the past due units within the range to all outstanding charges from the past due units

Detail Table

Days: The exact number of days the account is past due. This determines the Range in the Summary.

Stage: The current delinquency stage for the unit, which often dictates the next course of action (e.g., Late Fee, Lien, Schedule Auction).

Last Action: The last completed action taken on the account, such as Send Email, Add Fee, or Schedule Auction.

Start: The date the stage started.

Unit: The delinquent unit number.

Size: The unit's length and width dimensions.

Tenant: The name of the tenant or business associated with the unit.

Phone: The tenant's primary contact number.

Paid Thru: The unit's rent paid through date.

Last Pay: The amount of the last payment applied to the unit.

Paid On: The date of the last payment.

Due: The total balance due.

🎉Bonus Content

The Excel and CSV versions of the report include the following additional fields:

Rent Due

Fees Due

Insurance Due

Other Due