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.

ClosedSelection Criteria

NoteNote

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.

ClosedReport 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.

ClosedTo Display the Birthday Listing

  1. From the eSite menu, select Reports—Resident Reports—Birthday Listing.
  2. Click Select Properties. Select the properties for which you want to print the report and click Done.
  3. Select the information you want to see on the report (refer to the Selection Criteria for this report).
  4. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
  5. 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

 

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