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Select Properties Overview
Make one of the following menu selections to display
this form:
Processing—Select
Properties
Reports—Select
Properties
Data Transfer—Export to Rentlytics
Data Transfer—Process Refunds
Special—Utilities—Select Properties
This page also opens for report forms when you click
the Select Properties button.
Certain eSite functionality is based on property selection.
This tells the system which property or properties to include when processes
are run. The Select Properties function allows you to easily choose which
properties to include when performing process-oriented tasks within eSite.
Use this page to:
- select
one or more properties for a report.
- store
or recall your selections as a
saved selection and quickly recall
it when running reports.
- change
or delete a saved
selection.
Only properties that you have been given access
to are listed .
Fields List
Fields
Header
Select Date
The date to run the process or report. This defaults
to the current system date. If desired, click in the field and select
another date from the electronic calendar.
As Of Date
This date determines what activity to consider
when the process or report is run. All activity with a date equal to or
less than the As OfDate
are included.
saved selection
lookup 
field (unlabeled)
This field may be blank, or may contain a saved
selection name.
Enter a saved
selection name to work with. When you enter a name in this field,
you can:
store
a group of currently selected properties under the name that you enter
into this field -
when you then click the Store Selection
button.
recall
a group of properties that were stored previously in the system with the
name - when you click the Recall Selection
button.
change
the properties stored under the name when you select different properties
- and then click the Store Selections
button.
delete
the name and associated group of properties - when you click the Delete Saved Selection button.
open
the Select Saved Selection pop-up
window and then select an existing selection
name - when you click the lookup icon .
For additional information, refer to the button
descriptions below.
Recall Selection (button)
Click the button to update the list in the grid
with the selections from a saved selection.
This becomes the current selection. The name currently showing in the
(saved selection) lookup field determines which saved selection is recalled.
Store Selection (button)
Click the button to store the current selection(s)
showing in the grid with the saved selection
name that
is currently showing in the (saved selection)
lookup field.
If the name already
exists then the saved selections for that name are replaced.
If the name does
not exist, then the saved selections are added.
Delete Saved Selection
(button)
Enter a saved
selection name into the (saved selection) lookup field and
then click Delete Saved Selection
to delete a stored saved selection
.
Grid
Select All / None box (unlabeled)
Click the box to check (or uncheck) all property
selections in the grid. The selection is updated immediately. Or use individual
check boxees.
check boxes (unlabeled)
Click the check box next to each property you
want to select. The selection is updated immediately.
The selected properties can be:
...used as selection criteria when running a report;
or
...saved as a saved
selection. A saved selection
is a group of selections that can be stored, recalled or deleted.
ID / Description
The read-only ID and description of each property
available for selection in the grid.
Done
Click the button to exit the form.
Procedures
To Select Properties
- From
the Select Properties grid, for each property you want to work
with:
Select the check box.
Or, to select all properties, select the unlabeled select
all / none check box in the grid header.
Changes to your selections are posted immediately.
- Click Done.
To
Store a Saved Selection
- From
the Select Properties grid, select the properties that you want
to store. Check individual boxes or click the unlabeled select
all / none check box in the grid header.
- Enter a selection
name into the saved selection
field in the header and then click Store
Selection. For the properties that are currently selected, this
adds a new, or updates an existing, saved
selection using the name in the field .
- Click Done.
To
Recall a Saved Selection
- From the Select Properties
grid, click the lookup icon . The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the lookup field.
- Click Recall
Selection to apply the saved
selection as the current selection. Changes to your selections
are posted immediately.
- Click Done.
To Delete a Saved Selection
- From the Select Properties
grid, click the lookup icon . The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the saved selection
field.
- Press Delete
Saved Selection to delete the saved selection listed in the saved selection field. The saved
selection name and associated group of properties is deleted.
Additional Information
About Property Selection Groups
If properties consistently run the same processes
on a daily, weekly or monthly basis eSite allows you to group those properties
together. The Property Selection Group is stored within the eSite database
and can be later recalled for use when needed. This is done using a field
to store the selection name in and two buttons, Store
Selection and Recall Selection.
Example
You have 8 properties, which are divided, into 2 regions,
North and South. Each time you have to run a process or report by region
you must select each individual property. To save time, use this option
to create two groups of properties, North and South. Once each property
selection is created, you may store it and recall it again for later use.
North Region:
Property North 1
Property North 2
Property North 3
South Region:
Property South 1
Property South 2
Property South 3
Property South 4
Property South 5
Menu Option Trigger
The Select Properties menu option displays
only when eSite detects more than one property within your currently selected
database. Single property databases do not have a need for property selection
since all functions would be run for the current property.
See Also
Select
Properties –
Processing
Select
Properties –
Reports
Select
Properties –
Utilities
Processing
Overview