Select Properties

Click to select properties from the Select Properties tab. The report runs for all selected properties.

Report Type Summary

Accept the marked default to print a summarized version of the report. Or, click once inside the Report TypeDetail radio button to print a detailed version.

Report Type Detail

Accept the unmarked default to print a summarized version of the report. Or, click once inside this radio button to print a detailed version.

Sort by Unit

Accept the marked default to sort the report data by unit number. Or, click once inside the Sort by Name radio button to sort the data by the resident's last name.

Sort by Name

Accept the unmarked default to sort the report data by unit number. Or, click once inside this radio button to sort the data by the resident's last name.

Summary

Apt

The building number + unit number. For instance, 01-101.

Name

The occupant's full name listed as salutation, last name, first name and middle initial.

Resp

Is the occupant financially responsible for leasing the unit? Responsible for Yes, and Not Responsible for No.

Move-In

The date the occupant moved into the unit listed in the format mm/dd/yyyy, if applicable.

Move-Out

The date the occupant moved out of the unit listed in the format mm/dd/yyyy, if applicable.

Detail

Apt

The building number + unit number. For instance, 01-101.

Name

The occupant's full name listed as salutation, last name, first name and middle initial.

Resp

Is the occupant financially responsible for leasing the unit? Responsible for Yes, and Not Responsible for No.

Phone 1

The occupant's primary telephone contact number.

Phone 2

The occupant's secondary telephone contact number.

Birthdate

The occupant's date of birth listed in the format mm/dd/yyyy.

Soc Sec #

The occupant's social security number listed in the format 9999999999.

Sex

The occupant's gender, listed as Male or Female.

Marital

The occupant's marital status listed as Single, Married, Divorced or Widowed.

Move-In

The date the occupant moved into the unit listed in the format mm/dd/yyyy, if applicable.

Move-Out

The date the occupant moved out of the unit listed in the format mm/dd/yyyy, if applicable.

1. From the eSite menu, select Reports—Setup Reports—Occupant List.
2. Click Select Properties. Select the properties for which you want to print the report and click Done.
3. Select the information you want to see on the report (refer to the Selection Criteria for this report).
4. Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
5. Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.

User security permissions must be granted in the System module to access this menu item.

System—Security—Users—eSite—Reports—Setup Reports—Occupant List

 

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