Sales Audit Report

Make the following selections from the menu to display this page:

Reports—Retail Reports—Sales Audit Report

The Sales Audit Report shows the % Rent Billing Period Last Billed for each tenant for commercial properties (property type 6-Standard Commercial). The report is used for validation purposes and designed to be run before the % Rent Billing process (Rebilling—Retail—% Rent Billing), which can only be run for the year defined in the % Rent Thru field. This audit report lists the tenants’ Period Last Billed for the user to review to ensure that periods are not skipped during processing. The user can run the % Rent Billing process for the periods needed in order to update the tenant or go to the Tenant Retail setup record and manually change the Period Last Billed (Leasing—Lease Changes—Retail).

ClosedSelection Criteria

Select Properties

Click to select properties from the Select Properties tab. The report runs for all selected properties.

Include Previous Tenant

Click the check box to include previous tenants on the report. (The label for this field may differ based on field names assigned.)

ClosedReport Details

Note Note

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

Tenants are sorted by suite number. The report prints for selected properties for current tenants—and previous tenants, if selected.

Suite

The building + suite number. For instance, 0001-101.

Name

The tenant's name or business name. For instance, Susan Smith or Smith Shoes.

Status

The status of the tenant: C=Current, N=On Notice, P=Previous.

Pd Last Billed

The period last billed in the format YYYYMM

 

ClosedTo Display the Sales Audit Report

  1. From the eSite menu, select Reports—Retail Reports—Sales Audit Report.
  2. Click Select Properties. Select the properties for which you want to print the report and click Done.
  3. If you want to include previous tenants on the report, check the Include Previous Tenants check box.
  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.

See Also

Retail Reports Overview

Reports Overview

Report Printing Options

Select Properties