(43) Code Summary Exception

This Report is used to generate a list of any Code Exceptions (based on the accounting code description selected) filtered by Property Status & processed for a specified date range.

The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file

  • As a Word (.doc) file the report will generate in an editable format
  • As an Excel (.xls) file this will place the listed information in cell formatting by rows. Can be used for .csv file imports.
  • As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.

Report - 43

Report - 43

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (43) Code Summary Exception
  4. Enter in the Date Range
  5. Select the Property Status from the Scrolling list (either Active, Inactive, Hold, Pending, Closeout or Delete)
  6. Select a Ledger Code from the Drop Down list
  7. Select the File Format (either Word DOC, Excel XLS, or PDF)
  8. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report - Code Summary Exception

Report - Code Summary Exception

Report Navigation:

  1. Property Status
  2. Ledger Code
  3. Property Address

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report