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Memo Report—Corporate Client/National
Tenant
Make the following selections from the eSite menu to
display this page:
Reports—Corporate Client Reports—Memo
This report shows a listing of memos associated with
corporate clients (property type 6-Standard Commercial).
Use the criteria selections to specify which memos to include. Use the
unique Sort ByProperty
option to vary the information displayed in the report headers, columns
and totals.
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.
National Tenant *
Select the national tenant 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 National Tenant ID.
Options
Checked—(default)
the Report Name displays as the top center header, the National Tenant
ID does not display in the upper right hand corner, a Natl Tenant column
instead of a Property column is included, and a Grand Total column instead
of a National Tenant Total column is included.
Use this option when tenants who reside in multiple
properties are linked to the same National Tenant and you want to print
one report per property that only includes tenants who reside within that
property.
Unchecked—the
National Tenant Name displays as the top center header, the National Tenant
ID displays in the upper right hand corner as National Tenant ID: XXX,
a Property column instead of a Natl Tenant column is included, and a National
Tenant 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 National Tenant and you want to print
one report that includes all tenants regardless of where they reside.
Notify Date
Enter the notify date using the format mm/dd/yyyy.
Or, use the Calendar Button to display
an electronic calendar.
Action Date
This date defaults to the current system date.
Accept the default date using the format mm/dd/yyyy. Or, use the Calendar
Button to display an electronic calendar.
Form Code(s)
Select the memo form codes to include by highlighting
the form name. Choose one or multiple forms.
Report Details
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
The building number.
Ste
The suite number.
Tenant
The national tenant business name.
Form
The memo form listed by identifying code.
Effective
The date the memo form is scheduled to begin.
Expires
The date the memo form is scheduled to end.
Action
The date any action associated with the memo is
scheduled to occur.
Prompt
The memo prompt defined in memo setup.
Value
The value of the memo prompt. This can be listed
as a date, character, table, number, dollar or amount.
Sort By Property = Unchecked
Property
The property ID.
Bldg
The building number.
Ste
The suite number.
Tenant
The national tenant business name.
Form
The memo form listed by identifying code.
Effective
The date the memo form is scheduled to begin.
Expires
The date the memo form is scheduled to end.
Action
The date any action associated with the memo,
is scheduled to occur.
Prompt
The memo prompt defined in memo setup.
Value
The value of the memo prompt. This can be listed
as a date, character, table, number, dollar or amount.
Grand Total
The sum of all National Tenants; when more than
one exists.
To Display the Corporate Clients Memo Report
- From the eSite menu,
select Reports—Corporate Clients Reports—Memo.
- 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.
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
Corporate
Housing Overview
Reports
Overview
Report Printing Options
Select Properties