Residential Reports

Reports are where information is organized to be viewed, printed, emailed or saved.
On this page:

Table of contents

• Step 1 — Open the Residential Reports screen
• Step 2 — Make your selections
• Step 3 — Generate the Report or Cancel

Step 1 — Open the Residential Reports screen

From the Main Menu screen select Reports, then select Residential Reports

Step 2 — Make your selections

1. Report Name: Select the report which you would like to view/print.
2. Building - Select an individual building or All Buildings from the drop-down box.
3. Sort By - You may sort by Apartment, Balance, Increase Month, Tenant Name. For some Reports some of these choices are not applicable or necessary.
4. Date Range: Select a start and end date. For some Reports a Date Range is not applicable or necessary.
   • From: Select the start date from the drop-down box calendar.
   • To: Select the end date from the drop-down box calendar.
5. Each of the following options can be adjusted in all Reports, by selecting from its drop-down box.

Field_Name	Possible choices	Description	Default choice
Paper Size	Letter, Legal	The Report will fill this size paper	Letter
Font Size	Large, Medium, Small, Extra Small	The size of the text in the Report	Small
Report Type	Acrobat, Word, Web Page, Excel	The generated Report will be a file of the selected type	Acrobat
Action	Preview, Print, Save, Email	Preview shows the Report on your screen, Print sends it to your printer, Save saves it as a file on your computer that you select through a Save As window, Email uses your computer's default e-mail setup to e-mail the Report.	Preview

Step 3 — Generate the Report or Cancel

Press Go to process the Report with your selected Action.
Press Print to automatically print the Report, no matter what Action you selected.
To cancel the report, press Cancel.

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