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.

Include with Current

Previous Tenants

Checked—Previous (status) tenants are included.
Unchecked (default)—Previous (status) tenants are not included.

Applicants

Select this check box if you want the report to include tenants with a status of Applicant. Or, leave this check box cleared to exclude them.

Select Corporate Client/National Tenant

Select a Corporate Client/National Tenant to include from the drop-down list. Source of List: Setup—Global—Corporate Client/National Tenant

Or, with no Corporate Client/National Tenant selected (default), all tenants that are not associated with any Corporate Client/National Tenant are included on the report.

Sort by property

Use this option to specify whether tenants are listed on one report or broken out by property (when the tenants reside in multiple properties linked to the same Corporate Client/National Tenant).

Options

Income Code Restrictions for Charges (only if selected)

Click the Select Income Codes link and select an income code from the pop-up list, if desired. These income codes are used to filter Past Recurring Charges and Future Recurring Charges; Rent and Other Charges is not affected

Include Memo Details

Leave this check box selected if you want the report to include memo details. Or, clear this check box to exclude memo details from the report. For more information regarding memo details, refer to the Memos Report tab.

Notify From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of memo Notify dates to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Action From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of memo Action dates to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Effective From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of memo Effective dates to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Expiration From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of memo Expiration dates to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Group by Memos

Leave the box unchecked if you want all memos to print in the Memos section of the report. Or, select the check box if you want all memos to print in the appropriate sections: Memos, Recovery, Renewal, or Sales Memos.

Form Code

Select the check box for each memo you want to include on the report. Or, use the Selected check box in the header of this section to select or clear all of the Form Code check boxes.

Include Lease Renewals

Select this check box if you want the report to include lease renewal information. Or, leave this check box cleared to exclude it. You can filter the information by a specific date range. Refer to Renewal Date From/Thru.

Renewal From/Thru Date

These fields appear only when the Lease Renewals check box is selected. Type the first (From) and last (Thru) dates in the desired date range. Or, click the Calendar button to select the dates.

Include Sales Detail

Select this check box if you want the report to include sales detail information. Or, leave this check box cleared to exclude it. You can filter the information by a specific period range. Refer to From/Thru Period.

Sales Detail From/Thru Date

These fields appear only when the Sales Detail check box is selected. Type the first (From) and last (Thru) dates for the desired date range.

Include

Include Holdover

Select this check box if you want the report to include the Income code and Holdover percentage.

Include Insurance Certificates

Select this check box if you want the report to include the Begin Date, Expire Date, Certificate Received Date, Personal Injury Amount, and Liability Amount.  

Include Future Recurring charges

Select this check box if you want the report to include recurring charges with a Pro-In Date/Charge Begins Date greater than the As Of Date specified on the Selected Properties tab.

Include Past Recurring Charges

Select this check box if you want the report to include recurring charges that have an Ends Date prior to the As Of Date specified on the Selected Properties tab.

Rebilling Escalations

Select this check box if you want the report to include rebilling escalations information.

CPI Escalations

Select this check box if you want the report to include CPI escalations information.

Include Signature section

Select this check box if you want the report to include a signature section (Prepared by and Date for two signers) for each property.

Include Additional Units

Select this check box if you want the report to include a section for additional units data to show if a lease occupies multiple beds/units, for example two semi-private rooms leased together as a private room.

This topic provides report details for commercial properties only; that is, properties with the property type set to 6-Standard Commercial.

Note

If the Group by Memos option is selected, all memos associated with the lease print in the appropriate sections: Memos, Recovery, Renewal, or Sales Memos. Otherwise memos print in the Memos section of the report.

Corp Client/Natl Tenant

The Corporate Client/National Tenant ID. This displays when Sort by Property is checked.

Property

The property ID. This displays when Sort by Property is not checked.

Note

The first column label varies based on whether Sort by Property is checked or unchecked. Otherwise, the same information appears on the report.

Suite

Identifies the building and suite number.

Tenant Id

The Tenant ID.

Status

Identifies the tenant lease status as; Current, Previous or New based on the report Select Date entered on the Select Properties Grid.

Name

The Corporate Client/National Tenant's name or business name. For instance, National Tenant ABC.

Billing Address

The billing address where all invoices should be sent to be paid.

Lease Dates

Listing of associated lease dates for this tenant. For instance, Lease Signed Date, Lease Effective Date, Expected Out Date and so on.

Receivable Info

Lists accounts receivables by amount and description. For instance, Beginning Balance $25,000.00 or Required Security $1500.00

Current Lease

Shows current lease information and detail. For instance, Lease Number, Lease Begins, Lease Ends, Tracking ID, and so on.

Suite Information

Lists unit type, square footage and market rent amounts per suite and so on.

Square Footage

Lists square footage amounts and percent of property.

Rent & Other Charges

Breakdown of Rent and other charges by income code and amount. For instance, Rent $3500.00, Security $1000.00

Past Recurring Charges

Shows detail for past recurring charges including code, amount, frequency, begins and ends dates, next due date and so on.

Future Recurring Charges

Shows detail for future recurring charges including code, amount, frequency, begins and ends dates, next due date and so on.

Memos

If memos are associated with the tenant lease, memo details are listed. For example, the memo form number, effective dates and so on.

Holdover

Lists income code and holdover percentage.

Insurance Certificates

Lists begin, expire, and certificate received dates, and amounts for personal injury and liability coverages.

Lease Renewals

Shows details for lease renewals including code, amount, frequency, begins and ends date and so on.

Renewal Memos

Renewal memo details, if renewal memos are associated with the tenant lease. Includes Form, Effective date, Expires date, Notify date, and Action date.

Sales Setup

Includes Sales Category, Sales Begin and Sales End dates, Sales Over (Breakpoint), Reporting Frequency, Days to Report, Annual Days to Report. Also includes Sales Percentages section (Sales From/Sales Thru, and Percent) and Sales Offsets section (Type, Code, Amount, Percent, Refund (Y/N), Maximum Percentage).

Sales History

Includes Sales Category, Year, Sales, # of Months, Area, Sales PSF, and % Change.

Sales Memos

Sales memo details, if sales memos are associated with the tenant lease. Includes Form, Effective date, Expires date, Notify date, and Action date.

Rebilling Escalations

Shows Group, Expense Table, starting and ending dates, square footages and so on.

Recovery Memos

Recovery memo details, if recovery memos are associated with the tenant lease. Includes Form, Effective date, Expires date, Notify date, and Action date.

CPI Escalations

Includes group, CPI table, starting date, base period and frequency.

Signature

Includes signature lines for two signers: Prepared by and Date.

1. From the eSite menu, select Reports—Corporate Client/National Tenant Reports—Tenant Profile.
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.

 

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