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Lease List Report

Modules > Property Lease Management > Inquiries and reports > Reports > Lease list report

Use this page to generate a lease list report that satisfy the selected criteria. The information on this report, although organized differently, is the same as the Lease List Inquiry.

When generating the inquiry or report, the As of date entered affects which records are included and how the amounts of certain values are calculated: 

  • Leases that have a lowest level with a start date after the as-of date specified appear on the inquiry or report.
  • One time charges are included in the calculated amounts for the current invoice amount and the total billed amount.
  • Current invoice amount: Displays the current invoice amount based on the as-of date specified.

The Total billed amount is available and is the cumulative total of all billing lines for which invoices have been created, regardless of the as-of date specified.

Generate Report

To generate a lease list report, follow these steps: 

  1. In Parameters, select the Lease Type and specify the As of date.
  2. In Destination, select where you want the generated report to be sent.
  3. In Records to include, select Filter to specify the criteria for the data that you want to appear on the report.
  4. In Run in the background, specify the settings for running the report in the background.
  5. Select OK, which generates the report and sends it to the selected destination. The following image is an example of the report.

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Fields

This page contains the following fields: 

Field Description
Parameters
Options

Select the options you want: 

  • Lease type 

    • Specify the lease type that you want to appear in the inquiry list or report: 

    • Revenue: Only revenue leases appear in the inquiry list or report.
    • Expense: Only expense leases appear in the inquiry list or report.
  • As of date 

    • Specify the as of date for which you want to include the records. The default date is the current date. Also, if this value is empty, the current date is used.

    The as-of date specified affects the current invoice amount displayed.

  • Category name

    • Select the category for the records that you want to appear on the inquiry list or report.

  • Account 

    • Specify the account number you want to appear in the report or inquiry. When the value is empty, all account numbers appears in the report or inquiry.

  • Lease number 

    • Specify the lease number you want to appear in the report or inquiry. When the value is empty, all lease numbers appear in the report or inquiry.

  • Lease status

    • Select the status of the leases that you want to appear in the inquiry list or report: 

    • Active: Only leases with the Active status appear in the inquiry list or report.
    • All: Leases with any status appear in the inquiry list or report.
    • Draft: Only leases with the Draft status appear in the inquiry list or report.
    • On hold: Only leases with the On hold status appear in the inquiry list or report.
    • Canceled: Only leases with the Canceled status appear in the inquiry list or report.
    • Archived: Only leases with the Archived status appear in the inquiry list or report.
    • Terminated: Only leases with the Terminated status appear in the inquiry list or report.
Levels

Select the level for the records that you want to appear on the report or inquiry.

SSRS Fields Table
Destination
Select the destination for where the report is to be sent: to the screen, a file (Microsoft Excel or PDF), or directly to a printer.
Records to include
Specify the records that you want to include.
Run in the background
Specify the parameters for when the report runs as a background process.
Batch processing

Select whether to run the report as part of a batch job:

  • Yes: Runs the report in the background as part of a batch process.
  • No: Runs the report in the background on its own.
Task description Specify a description for the task.
Batch group Select the batch in which the report is to run.
Private

Select whether the report is a private report:

  • Yes: The report is a private report.
  • No: The report is not private.
Critical job

Select whether the report run is critical: 

  • Yes: The report run is critical.
  • No: The report run is non-critical.
Monitoring category Select the monitoring category for running the report.

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SSRS Buttons Table
Button Description
Filter Opens the query dialog where you select the criteria for the data that you want to appear on the report.
OK Generates the report based on the criteria that you entered.
Cancel Closes the window.