Open topic with navigation
Leasing Agent List
Make the following menu selections to display this page:
Reports—Setup
Reports—Leasing
Agent List
The Leasing Agent List provides
a detail or summary listing of leasing agent information, sorted by the
leasing agent's ID code, last name and status.
Selection Criteria
Select Properties
Click to select properties from the Select
Properties tab. The report runs for all selected properties.
Summary List
Accept the marked default to print a summarized
version of the report. Or, click once inside the Detail
List radio button to print a detailed version.
Detail List
Accept the unmarked default to print a summarized
version of the report. Or, click once inside this radio button to print
a detailed version.
Sort by Agent Code
Accept the marked default to sort the report data
by the leasing agent's ID code. Or, click once inside the Sort
by Last Name radio button to sort the data by the agent's last
name.
Sort by Last Name
Accept the unmarked default to sort the report
data by leasing agent's ID code. Or, click once inside this radio button
to sort the data by the agent's last name.
Only Active Agents
Accept the marked default to only include leasing
agents with an Active status. Or, click once inside the All
Agents radio button to include all leasing agents regardless of
their status, both Active and Inactive.
All Agents
Accept the unmarked default to only include leasing
agents with an Active status. Or, click once inside this radio button
to include all leasing agents regardless of their status, both Active
and Inactive.
Report Details
Note
The following report details assume all defaults are
selected.
Summary
Code
The identifying leasing agent code, or ID. Leasing
Agents are established on the Leasing
Agents Tab. For instance, SS.
Name
The leasing agent's name, listed as first and
last name. For instance, Sally Smith.
Active
Status flag used to show whether the leasing agent
status is Active or Inactive.
Detail
Name & Address
The leasing agent's name, listed as first and
last name including the address of the property they are assigned to.
Code
The identifying leasing agent code, or ID. Leasing
Agents are established on the Leasing
Agents Tab. For instance, SS.
Active
Status flag used to show whether the leasing agent
status is Active or Inactive
displayed as Y for active and
N for inactive.
To Display the Leasing Agent List
- From the eSite menu,
select Reports—Setup
Reports—Leasing
Agent List.
- 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.
Effect of Permissions
User security permissions must be granted in the System
module to access this menu item.
System—Security—Users—eSite—Reports—Setup
Reports—Leasing Agent List
See
Also
Setup
Reports Overview
Reports
Overview