Summary

Included on this page:

Table of contents

• Opening the Summary/Upcoming Tasks Screen
  • This is the Summary/Upcoming Tasks Screen
• Set Limits for Summary Information (optional)
• Reading the Summary information
• Other Items
• Closing the Summary Screen

Opening the Summary/Upcoming Tasks Screen

This is the Summary/Upcoming Tasks Screen

The summary screen normally appears when you start up Rent Magic. You can re-open it at any time:

• From the top menu bar, select PIM, then Summary.

Set Limits for Summary Information (optional)

The entries in the orange box are customizable.

• Customizable entries:

  Item	Meaning	Default Value
  Show events happening in the next ...days	The summary will report on all items that will occur during the number of days you enter	30
  Show Information for:	The Summary will report either on items for all buildings, or only those for the building you select from the drop-down box.	All Buildings

  Note: Future vacancy information is displayed for three months ahead no matter the number of days selected for the other information. However, it will filter vacancy information for the chosen building.

Reading the Summary information

• Month Listing: The current month and three following months display vacancy information.

Hint! Clicking on a unit opens a menu of shortcuts to other screens in Rent Magic:

Field Name	Action
View/Edit Unit	Opens the Unit Information screen for that unit
View/Edit Current Tenant	Opens the Main Tenant Information screen for the tenant currently in that unit (this option only appears if there is a current tenant)
Move in New Tenant	Opens the Tenant Editor for the creation of a new tenant for that unit

• Legend:

Image	Meaning
Green Circle	The current tenant of this unit will move out, but the unit is already rented with a future occupant.
Yellow Circle	The current tenant of this unit will move out, and the unit is not yet rented.
Red Circle	The unit is Currently Vacant.

• Upcoming Events:

This lists the number of each of the specified items that will occur within the specified number of days.
Hint! You can access the individual items by clicking on the number to the right of the Event type.

Item Name	Help page with further information
Move Ins	Move in a Tenant
Move Outs	Move a tenant out
Lease Expirations	Expiring Leases, Main Tenant Information
Pending Work Orders	Work Orders
Upcoming Transactions	Future Transactions
Miscellaneous Todos	Work Orders
Pending Forms	Late Payment or N4 Notices, Increase Notices

• Unit Availability: Displayed are Total Units, Current Vacancies, and Pending Occupants. You can access the individual items by clicking on the number to the right of the Event type.

Other Items

• Print 3 Month Summary: Click this link to print the information on the Summary Upcoming Tasks screen. This is a shortcut to the 3 Month Summary Report on the Residential Reports Screen.
• Checkbox - By default, the Summary Screen will automatically appear every time you start up Rent Magic. Uncheck the checkbox to prevent this.

Closing the Summary Screen

• Click on the Close button to close the Summary Screen or press ESC.

Return to Tenant Management

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