Before you can view the report for the first time in
eSite, you might need to refresh the eSite menu. To do so, right–click
the eSite menu and select Refresh.
Then, from the eSite menu, select Reports—User Designed
Reports. The report is listed with your other user designed reports.
Note
The following fields are available only if the report
has been set up to allow the user
to edit the report criteria before running the report. Otherwise,
your only active option when running the report is Select Properties.
Sort by
Select the column by which you want the report
data to be sorted. The options vary by report.
Select Properties
Click to select properties from the Select Properties
tab. The report runs for all selected properties.
Include Vacant Units
Select this check box if you want the report to
include information for Vacant units.
Include Wait List units
Select this check box if you want the report to
include information for Wait List units.
Include Current Residents
From the drop-down list, select one of the following
report options:
Always
— Include
information for current residents.
Sometimes —
Include information for current residents
only when the amount for at least one Activity field is not equal to zero.
Never
— Do
not include information for current residents.
Include Applicants
From the drop-down list, select one of the following
report options:
Always
— Include
information for applicants.
Sometimes —
Include information for applicants
only when the amount for at least one Activity field is not equal to zero.
Never
— Do
not include information for applicants.
Include On Notice Residents
From the drop-down list, select one of the following
report options:
Always
— Include
information for residents with a status of On Notice.
Sometimes —
Include information for residents with
a status of On Notice only when the amount for at least one Activity field
is not equal to zero.
Never
— Do
not include information for residents with a status of On Notice.
Include Cancelled Applicants
From the drop-down list, select one of the following
report options:
Always
— Include
information for applicants with a status of Cancelled.
Sometimes —
Include information for applicants
with a status of Cancelled only when the amount for at least one Activity
field is not equal to zero.
Never
— Do
not include information for applicants with a status of Cancelled.
Include Previous Residents
From the drop-down list, select one of the following
report options:
Always
— Include
information for residents with a status of Previous.
Sometimes —
Include information for residents with
a status of Previous only when the amount for at least one Activity field
is not equal to zero.
Never
— Do
not include information for residents with a status of Previous.
Include Wait List Applicants
From the drop-down list, select one of the following
report options:
Always
— Include
applicant information for units with a status of Wait List.
Sometimes —
Include information for units with
a status of Wait List only when the amount for at least one Activity field
is not equal to zero.
Never
— Do
not include applicant information for units with a status of Wait List.
Include Unapproved Transactions
From the drop-down list, select one of the following
report options:
Yes
— Include
information for unapproved transactions.
No
— Do
not include information for unapproved transactions.
Include Leases
From the drop-down list, select one of the following
report options:
Always
— Include
information for leases.
Sometimes —
Include information for leases only
when the amount for at least one Activity field is not equal to zero.
Never
— Do
not include information for leases.
Unit Amenities
Use this section to specify report criteria based
on the amenities selected in the grid that follows:
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.
Note
You might find it easiest to first select the amenities
from the grid and then set the Unit Amenities report criteria.
Code
The code that identifies the amenity.
Description
A description of the amenity.
Select
Select this check box to specify report rules
for this amenity using the Unit Amenities options.
Cancel
Click to cancel without generating the report.
Display
Click to run the report. The report opens in PDF
format.