Allow user to change defaults at print-time

Select this check box if you want to allow the user to edit the default report criteria from the User Designed Reports Tab before printing the report.

Sort by  

Select the column by which you want the report data to be sorted. The options vary by report.

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 residents 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 residents 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.

 Note

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.

Activity Fields

From this section, you can specify how each Activity field will be calculated on the report.

Add Field —  Click to add a new Activity field to the list. You can add up to twenty fields – one for each Activity – Amount field that was added to the report in Report Builder. (If you add more fields here than were added in Report Builder, the field will be calculated but will not be displayed anywhere.)

Field —  The Activity field number. For example, Field 1 represents Activity – Amount 1, Field 2 represents Activity – Amount 2, etc.

Trans Type — From the drop-down list, select the type of transaction detail to be used as a basis for the calculation of values for this Activity field.

DR/CR — From the drop-down list, select one of the following options:

• DR – Show only debit or positive amounts in this Activity field.  
• CR – Show only negative amounts.
• All – Show this amount regardless of whether it is a debit or credit amount.

Pot. and Rec. — You can select to show Activity fields based on the Potential and Receivable flags. From the drop-down list, select the appropriate Pot and Rec combination, or select All to ignore the flags entirely.

Inc. Code Type — You can restrict the data displayed in an Activity field. From the drop-down list, select the Income Code Type you want to apply to the field. Or, select All to include all types. The list is populated based on the types set up in Income Codes setup.  

Period Selection — You can restrict transaction detail based on the date the transaction was entered and also on the due date of the transaction, if any. Select your desired period option from the list. All comparisons are based on the property’s current accounting period.

Delete — Click the Delete icon to delete the field from the list.

Cancel

Click to cancel without generating the report.

Save

Click to save the current default settings.

 

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