Effect of Unit Active and Inactive Dates on Reports

Unit Active and Inactive dates have a direct effect on how certain eSite reports generate data. Reports are based on two types of date criteria: report selection dates and date ranges.

Depending on the report, data is included or excluded based on the Report Selection Date, which is typically the same as the current system log in date, unless otherwise specified in Reports, Select Properties, or the date range selected for the report. Only activity with a date that falls within that date range is included. Any activity outside of that date range is excluded.

In addition, if Unit Active/Inactive dates are used, the system determines whether activity related to that unit should be included or excluded based on the following rules.

If a unit with an active state has activity that falls on a selection date (for reports that use report selection dates) or within the date range specified (for reports that use date ranges), that unit is included in the report data.
If a unit with an inactive state has activity that falls on a selection date or within the date range specified, that unit is excluded from the report for the time period that the unit was considered inactive. For example, your current system login date is 01/16/2006 and Unit A101 has an inactive date of 01/15/2006 (which means that the status is inactive as of that date). You are generating a report with a date range of 01/01/2006 through 01/20/2006. The activity for 01/01/2006 through 01/14/2006 is included and activity for 01/15/2006 through 01/20/2006 is excluded. This is because the system includes and excludes data based on the active/inactive state.

There are exceptions to this rule, as follows:

All reports that include transaction detail, such as payments and/or charges include that activity regardless if the unit state is active or inactive.
All reports that include open item detail print tenants/residents with open items regardless if the unit state is active or inactive.