User Designed Report Tab

Make the following selections from the eSite menu to display this tab:

Reports—User Designed Reports—select the report you want to display

When you save a report to the SSRS Server by using either the Save or Save As option in Report Builder, the report becomes available from the eSite menu at Reports—User Designed Reports. Use this tab to display a user designed report from the menu.

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.

NoteNote

User designed reports cannot be included in a report series.

ClosedFields

NoteNote

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.

 NoteNote

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.

See Also

User Designed Reports Overview

Call Report Builder

Saving User Designed Reports

To Create a User Designed Report from a Template

To Create a User Designed Report without a Template

To Edit User Designed Reports

Install Models and Reports Overview

Install Models and Reports Tab

To Install Models and Reports

To Overwrite Existing Models and Reports

Delete Reports Tab

To Delete User-Designed Reports from eSite

Set Report Defaults Tab

To Set Report Defaults

To Edit Report Default Settings

To Print User-Designed Reports

Reports Overview

 

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