Resident Profiles

Resident Profiles Report

Make the following menu selections to display this page:

Reports—Resident Reports—Resident Profiles

The Resident Profiles Report displays lease, rent amount, accounts receivable and household demographic detail for Residential, Student Housing, and other non-commercial property types.

Note

The name of this report and the menu item name are based on the Resident Long Name value on the Property Names category for the property type associated with the current property. For example, if the value is "Resident," the name of the report and the menu item are both "Resident Profiles."

Selection Criteria

Select Properties

Click to select properties from the Select Properties pop-up. The report runs for all selected properties.

Previous Residents

Select this check box if you want the report to include occupants with a status of Previous. Or, leave this check box cleared to exclude them.

Applicants

Select this check box if you want the report to include occupants with a status of Applicant. Or, leave this check box cleared to exclude them.

Waiting List Applicants

Select this check box if you want the report to include occupants with a status of Waiting List. Or, leave this check box cleared to exclude them.

Canceled Applicants

Select this check box if you want the report to include occupants with a status of Canceled. Or, leave this check box cleared to exclude them from the report.

Building From/To

You can print the report for a specific range of building numbers. Type the first (From) and last (To) building numbers in the desired range. Or click the arrows to select from a drop-down list.

Unit From/To

You can print the report for a specific range of unit numbers. Type the first (From) and last (To) apartment numbers in the desired range. Or click the arrows to select from a drop-down list.

Income Code Restrictions for Charges (only if selected)

Click the Select Income Codes link and select an income code from the pop-up list, if desired. These income codes are used to filter Past Recurring Charges and Future Recurring Charges; Rent and Other Charges is not affected

Include Memo Details

Leave this check box selected if you want the report to include memo details. Or, clear this check box to exclude memo details from the report. For more information regarding memo details, refer to the Memos Report tab.

Notify From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of notify dates for the memos to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Action From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of action dates for the memos to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Effective From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of effective dates for the memos to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Expiration From/Thru Date

These fields appear only when the Memos check box is selected. You can specify a range of expiration dates for the memos to be included on the report. Type the first (From) and last (Thru) dates in the desired range. Or, click the Calendar button to select the dates.

Form Code

Select the check box for each memo form you want to include on the report. Or, use the Selected check box in the header of this section to select or clear all of the Form Code check boxes.

Include Lease Renewals

Select this check box if you want the report to include lease renewal information. Or, leave this check box cleared to exclude it. You can filter the information by a specific date range. Refer to Renewal Date From/Thru.

Renewal From/Thru Date

These fields appear only when the Lease Renewals check box is selected. Type the first (From) and last (Thru) dates in the desired date range. Or, click the Calendar button to select the dates.

Include Sales Detail