Open topic with navigation
Birthday Listing Report
Make the following menu selections to display this page:
Reports—Resident
Reports—Birthday
Listing
The Birthday Listing Report lists
occupants whose birthdays fall within the report date range, and can be
sorted by Unit or by Date of Birth. Only current residents are listed,
and occupants whose Responsibility flag = Guarantor are not
included.
Selection Criteria
Note
An asterisk (*) indicates
a required field or selection.
Select Properties
Click to select properties from the Select
Properties pop-up. The report runs for all selected properties.
Sort by Date of Birth
Accept the marked default to sort the report data
by the occupant's date of birth. Or, click once to change the selection
and sort the data by unit number.
Sort by Unit
Accept the unmarked default to sort the report
data by the occupant's date of birth. Or, click once to change the selection
and sort the data by unit number.
From Date
Printing the report calls for a date range to
print from. Enter the first day of the date range using the format mm/dd/yyyy.
Or use the Calendar Button to display
a date.
To Date *
Printing the report calls for a date range to
print from. Enter the last day of the date range using the format mm/dd/yyyy.
Or use the Calendar Button to display
a date.
Report Details
Bldg
The building number. For instance, 01.
Apt
The unit number. For instance, A101.
Birthday
The occupant's birthday listed in the format mm/dd/yyyy.
Name
The primary occupant name. For instance, Sally
Smith.
To Display the Birthday Listing
- From
the eSite menu, select Reports—Resident Reports—Birthday Listing.
- Click Select
Properties. Select the properties for which you want to print the
report and click Done.
- Select the information
you want to see on the report (refer to the Selection Criteria for this
report).
- Select a Report
Format option: Acrobat
Reader (default), Crystal Viewer, Excel.
- Click Display. If you selected the printing option, Excel,
you are prompted to open or save the report Excel file. Otherwise, the
report opens in your preferred format.
See
Also
Resident Reports Overview
Reports
Overview
Report Printing Options
Select Properties