To Set Report Defaults

From the eSite menu, select Reports — Set Report Defaults.
From the list, select the report for which you want to set report defaults.
If you want the user to have the ability to edit the default report criteria before running the report, select the Allow user to change defaults at print-time check box.
From the User-Designed Report tab, from the Sort by drop-down list, select the default sort order for the report.
To include information for Vacant units by default, select the Include Vacant Units check box.
To include information for Wait List units by default, select the Include Wait List Units check box.
Using the following drop-down lists, specify rules for which information you want the report to include by default (for details about the options for these fields, refer to the field descriptions):

From the Amenities list, select the Select check box for each amenity you want to specify report rules for (using the Unit Amenities options).
Select the Unit Amenities rule you want to apply for the amenities you selected from the grid:

Must have all — Include information for units that include all of the selected amenities.

Can't have any — Include information for units that include none of the selected amenities.

Must have at least one — Include information for units that include at least one of the selected amenities.

Can't have all — Include information for units that do not include all of the selected amenities.

If desired, from the Activity Fields section, click Add Field to add an Activity field to be displayed on the report:

Trans Type — select the type of transaction detail to be used as a basis for the calculation of values for the field.
DR/CR — select to show only debit or positive amounts (DR), credit or negative amounts (CR), or all amounts regardless of whether they are debit or credit (All) in this Activity field.
Pot. and Rec. — select to show the Activity field based on the Potential and Receivable flags. From the drop-down list, select the appropriate Pot and Rec combination, or select All to ignore the flags entirely.
Inc. Code Type — select the Income Code Type you want to apply to the field. Or, select All to include all types.
Period Selection — select a period option from the list to restrict the transaction detail based on the date the transaction was entered and also on the due date of the transaction, if any.