Property Policy List

Make the following menu selections to display this page:

Reports—Setup Reports—Property Policy List

Use this tab to generate the Property Policy Listing report for selected Property Policy Groups. The report lists the policies and settings associated with each group that you select for inclusion in the report.

ClosedSelection Criteria

Code

The Property Policy Group (code) for a property.

Description

The name or description of the Property Policy Group.

Selected

Check box used to select a Property Policy Group to include on the report.

Report Format Options

Report formats available for the report: Acrobat Reader (PDF), Crystal Viewer, or Excel (spreadsheet).

Display Button

Click to display the report after selecting the properties to be included.

ClosedReport Details

For each Property Policy Group, the report shows a series of headings, the associated property policies listed under each heading, and the setting for each property policy. The headings appear on the report in the order that they display on the Property Policy Groups - Settings page. For example, the first three headings on the report are View, Batch, and Calculation, followed by Leasing Activity, Application & Lease, and so forth. In addition, only applicable property policies are listed under each heading. Commercial property policies are not applicable to Residential properties, and vice versa.  

ClosedTo Print a Property Policy List

  1. From the eSite menu, select Reports—Setup Reports—Property Policy List.
  2. In the Selected column, select the check box for each Group (code) you want to include in the report.
  3. Select one of the following Report Printing Options:
  4. Click Display. If you selected Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.

 

See Also

Property Policies Overview

Property Policy Settings

Add/Edit Property Policy Code Tab

Setup Reports Overview

Reports Overview