(15) Owner Balances

This Report is used to generate the Account Balances for each Property, in mass.

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 information in cell formatting into 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 - 15

Report - 15

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (15) Owner Balances
  4. Enter in the Date Range (for a filtered report)
  5. Enter in the Property Street Name, City, and Zip Code (for a filtered report)
  6. Select the Property Status (for a filtered report)
  7. Select the File Format (either Word DOC, Excel XLS, or PDF)
  8. Then, click SEARCH to run the Report

Note: If you do not select either a Date Range, a Property Address, or a Property Status; then the report generated will be for "All" records and the information will not be filtered.

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

Report - Owner Balances

Report - Owner Balances

Report Navigation:

  1. Property Status
  2. Property ID
  3. Property Address
  4. Owner Name
  5. Date
  6. Balance
  7. Total Properties included in Report (found on last Page)
  8. Grand Total (found on last Page)

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report