For the most up-to-date list of reports available see Version 12 reports.
OPTIONS
Lease Charges - this tab only appears for Tenant Unpaid Charges
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Limit to Charge - choose the charge you want to limit the report to.
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Include - you can choose to include the payee description and unit description.
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Receivable Activity tab (only for tenant reports)
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Receivable Activity - you can choose to see only charges, only receipts, only open credit activity, etc.
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Limit to Charge - you can choose one charge code for the report
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Limit to Account - you can choose one account code for the report
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Limit to Account List - you can limit the report to an account list
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Report Fields tab
Unless otherwise noted the available report fields on this tab directly relate to the field name in the profile.
Field name exceptions
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Lookup - the unique entity number relating to the tenant profile used by Internet Publishing. It is included in the file created under File, Export Utilities, PROMAS Central Entities.
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Management Fee - the additional management % field
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Publish 1 - no paper statements checkbox
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Publish 2 - no internet statements checkbox
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Reports
Lease Abstract
Lists tenant, units lease start and end dates, move-in date, rent amount and security deposit amount for each tenant.
Lease Expirations
Lists tenant, unit, ledger, lease end date and rent amount. The default date range is from the date selected for the report through 60 days in the future.
Lease History
Lists all tenants, including inactives, with leases prior to the report date with their lease start and end dates, move out date and rent.
Lease Summary
Lists all tenants with current leases as of the report date. It includes the unit, unit type, market rent, rent from tenant profile, lease start and end dates, unpaid charges.
Rent Roll
Lists tenant, unpaid charges, rent amount, and boxes to enter check #, amount and date received.
Tenant Activity
This report includes the beginning balance as of the start date of the report, each charge and payment for the period selected with a running daily balance, and an ending balance as of the end date of the report.
Tenant Aged Receivables
This report breaks out the unpaid charges by Current, 30 days, 60 days, 90 days.
Tenant Audit
This report lists every transaction, both charges and payments. It shows what charge each payment was applied to and the security balance.
Tenant Balances
Lists tenant name and street address, rent amount, and totals for unpaid charges, advance payments, open credits and security deposits.
Tenant Charge Activity
This report includes the amounts charged for the period selected and the current amount due on each as of the end date of the report.
Tenant Receipt Activity
This report includes the payments received for the period selected and a breakdown of what charges were paid.
Tenant Contact List
Lists the tenant, address, email, phone numbers, unit address and unit ID.
Security Audit
This report lists all tenants (current is the default) with their security deposits and any transactions related to them, including release of the deposit, applying the money to charges, and refund checks. It will include all transactions that happen after a security deposit is released.
Tenant Statement (Unpaid Charges)
This will run the tenant statement for tenant's with a status of Current, Notice or Eviction who have unpaid charges. There is no ability to add a message when run from tenant reports. To add a message use Mailings, Tenant Statements.
Tenant Unpaid Charges
This report lists the tenant, unit, and any unpaid charges. It shows the amount of the original charge, how much is still owed, and the ledger it is owed to.
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