Selection Criteria
Make the following selections from the menu to display this page:
Reports—Corporate Clients Reports—Delinquency
This report lists delinquent and/or prepaid amounts sorted by national tenant that can be printed by summary, detail or a combined format for commercial properties (property type 6-Standard Commercial).
Use the selection criteria to define what data to include. Use the unique Sort ByProperty option to vary the information displayed in the report headers, columns and totals.
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.
Print Options
Aged Detail
Checked—prints
the aged delinquency detail in the form of the Aged Delinquency Report.
Unchecked—does
not print the aged delinquency detail.
Aged Delinquency Summary Recap
Checked—prints
an Aged Delinquency Summary Recap section on the Aged Delinquency Report.
Unchecked—does
not the print the Aged Delinquency Summary Recap section on the Aged Delinquency
Detail Report.
Aged Prepaid Summary Recap
Checked—prints
an Aged Prepaid Summary Recap section on the Aged Delinquency Detail Report.
Unchecked—does
not print the Aged Prepaid Summary Recap section on the Aged Delinquency
Detail Report.
Delinquent Summary by Tenant Status Recap
Checked—sorts
and prints the Delinquency Summary detail by tenant status.
Unchecked—does
not sort the Delinquency Summary detail by tenant status.
Delinquency Summary
Checked—prints
a delinquent summary section on the report.
Unchecked—does
not print a delinquent summary section on the report.
Delinquency Memos
Checked—prints
attached Delinquency Memos.
Unchecked—does
not print attached Delinquency Memos.
Include
Delinquent Balances
Checked—prints
delinquent balances on the report.
Unchecked—does
not print delinquent balances on the report.
Prepaid Balances
Checked—prints
prepaid (credit) balances on the report.
Unchecked—does
not print prepaid (credit) balances on the report.
Exclude Zero Balances
Checked—does
not print tenants with a zero balance on the report.
Unchecked—prints
tenants with a zero balance on the report.
Current Tenants
Checked—prints
Current status tenants on the
report.
Unchecked—does
not print Current status tenants
on the report.
Previous Tenants
Always—Include
all tenants with a Previous status.
Sometimes—Include
tenants with a Previous status and an ending balance. (For example, tenants
who have moved out while owing money.)
Never—Do
not include tenants with a Previous status.
Select Corporate Clients
Corporate Clients *
Select the Corporate Client to include from the drop-down list.
Source of List: Setup—Global—National Tenants
Sort by Property
Use this option to determine if tenants should be listed on one report or broken out by property when you have tenants residing in multiple properties linked to the same Corporate Client ID.
Checked—(default) the Report Name displays as the top center header, the Corporate Client ID does not display in the upper right hand corner, a Corp Client column instead of a Property column is included, and a Grand Total column instead of a Corporate Client Total column is included.
Use this option when tenants who reside in multiple properties are linked to the same Corporate Client and you want to print one report per property that only includes tenants who reside within that property.
Unchecked—the Corporate Client Name displays as the top center header, the Corporate Client ID displays in the upper right hand corner as Corporate Client ID: XXX, a Property column instead of a Corp Client column is included, and a Corporate Client Total column instead of a Grand Total column is included.
Use this option when tenants who reside in multiple properties are linked to the same Corporate Client and you want to print one report that includes all tenants regardless of where they reside.
Note
This topic provides report details for commercial properties only; that is, properties with the property type set to 6-Standard Commercial.
Sort By Property = Checked
Natl Tenant
The National Tenant name.
Bldg-Ste
Identifies the building and suite number.
Tenant Name
The national tenant's name or business name. For instance, National Tenant ABC.
Tenant Status
Identifies the national tenant lease status as; Current, Previous or New based on the report Select Date entered on the Select Properties Grid.
C S
Identifies the national tenant credit status previously defined in eSite—Setup—Property—Tenant Setup as; N—Normal, No—No Checks, H—Hold, or R—Restricted.
Description
Displays a brief description of the open items that are due. For instance, Rent, Security, or Other.
Tenant Totals
Sum of open items per tenant.
Prepaid
If applicable, identifies any prepaid balance available for payment per open item.
Future
Identifies the balance due in dollars and cents, if due for a future period.
0-30 Days
Identifies the balance due in dollars and cents, if due this month.
31-60 Days
Identifies the balance due in dollars and cents, if due last month.
61-90 Days
Identifies the balance due in dollars and cents, if due within the last two to three months.
Over 90 Days
Identifies the balance due in dollars and cents, if due within the last 4 months or more.
Total Due
Sum of open items.
Property Total
Sum of open items per property.
Aged Delinquency Summary
Description
Income code applied to delinquent balance.
Future
Amount billed to future period.
0-30 Days
Amount past due 0-30 days.
31-60 Days
Amount past due 31-60 days.
61-90 Days
Amount past due 61-90 days.
Over 90 Days
Amount past due over 90 days.
Total Due
Total amount past due.
Aged Prepaid Summary
Description
Income code applied to prepaid balance.
Total Due
Total amount prepaid.
Delinquency Summary (By Tenant Status)
Description
Income code applied to delinquent balance.
New
Amount delinquent per income code for tenants with a New status.
Current
Amount delinquent per income code for tenants with a Current status.
Previous
Amount delinquent per income code for tenants with a Previous status.
Total
Total amount delinquent.
National Tenant Total
Total amount delinquent for all national tenants.
Sort By Property = Unchecked
Property
The property ID.
Bldg-Ste
Identifies the building and suite number.
Tenant Name
The national tenant's name or business name. For instance, National Tenant ABC.
Tenant Status
Identifies the national tenant lease status as; Current, Previous or New based on the report Select Date entered on the Select Properties Grid.
C S
Identifies the national tenant credit status previously defined in —Setup—Property—Tenant Setup as; N—Normal, No—No Checks, H—Hold, or R—Restricted.
Description
Displays a brief description of the open items that are due. For instance, Rent, Security, or Other.
Tenant Totals
Sum of open items per tenant.
Prepaid
If applicable, identifies any prepaid balance available for payment per open item.
Future
Identifies the balance due in dollars and cents, if due for a future period.
0-30 Days
Identifies the balance due in dollars and cents, if due this month.
31-60 Days
Identifies the balance due in dollars and cents, if due last month.
61-90 Days
Identifies the balance due in dollars and cents, if due within the last two to three months.
Over 90 Days
Identifies the balance due in dollars and cents, if due within the last 4 months or more.
Total Due
Sum of open items.
Aged Delinquency Summary
Description
Income code applied to delinquent balance.
Future
Amount billed to future period.
0-30 Days
Amount past due 0-30 days.
31-60 Days
Amount past due 31-60 days.
61-90 Days
Amount past due 61-90 days.
Over 90 Days
Amount past due over 90 days.
Total Due
Total amount past due.
Aged Prepaid Summary
Description
Income code applied to prepaid balance.
Total Due
Total amount prepaid.
Delinquency Summary (By Tenant Status)
Description
Income code applied to delinquent balance.
New
Amount delinquent per income code for tenants with a New status.
Current
Amount delinquent per income code for tenants with a Current status.
Previous
Amount delinquent per income code for tenants with a Previous status.
Total
Total amount delinquent.
To Display the Corporate Clients Delinquency
Report
Note
This menu item name is based on the User Corporate Clients/National Tenants Name value on the global policies Names tab. For example, if the value is "National Tenants," the name of this menu item is "National Tenants." The default is Corporate Client.
See Also
Corporate Client Reports Overview
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