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Tracking ID Cross-Reference
Make the following selections from the menu to display
this page:
Reports—Tracking Reports—Tracking ID Cross-Reference
This is a cross-reference report that shows resident/tenant
name, property, building and unit, Tracking ID number, application date,
when the resident/tenant moved in/moved out, and how many days the property/building/unit
was occupied. This report can be run for a specific Tracking ID or for
all selected properties. You can include Applicants, Current Residents,
and/or Previous Residents. The report is sorted by resident last name.
Effect
of Property Policies
The Use Tracking ID property
policy must be selected Setup—Policies—Property Policies—Additional Options.
Effect of Permissions
Users must have permissions in the System module for this report (System—Security—Users—eSite—Reports—Tracking
Reports—Tracking ID Cross-Reference).
Selection Criteria
Print report for selected Tracking ID
Click the Lookup 
to open the Select
Resident box and select a Tracking ID for which to run the report. This
is the default option.
Print report for all selected properties
Click the radio button and the Select
Properties button appears. Click to select properties from the
Select Properties tab. The
report runs for all selected properties.
Include Applicants
Accept the checked default to include applicants
with an Applicant status. Or, uncheck to exclude. This check box only
displays if you selected Print report
for all selected properties.
Include Current Residents
Accept the checked default to include residents
with a Current status. Or, uncheck to exclude. This check box only displays
if you selected Print report for all
selected properties.
Include Previous Residents
Click to include residents with a Previous status.
Or, accept the unchecked default to exclude. This check box only displays
if you selected Print report for all
selected properties.
Report
Details
Resident/Tenant
The applicant/resident/tenant name.
Property
The property number for the property that the
resident/tenant lives/lived in.
Bldg.-Unit
The building/unit number for the property that
the resident/tenant lives/lived in.
Tracking ID
The Tracking ID associated with the resident/tenant.
Application Date
The Application Date associated with the resident/tenant.
Move-in Date
The Move-in Date associated with the resident/tenant.
Move-out Date
The Move-out Date associated with the resident/tenant.
Days Occupied
The number of days that the resident/tenant has
occupied the property/building/unit.
To
Display the Tracking ID Cross-Reference Report
- From the eSite menu,
select Reports—Tracking Reports—Tracking ID Cross-Reference.
- 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
Reports
Overview
Report Printing Options
Resident
History by Tracking ID Report
Tracking
ID Overview