(30) Owner Retain
This Report is used to generate a comparison of the Account Retain Threshold versus the Current Account Balance 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.
Note: All Highlighted Properties have a Current Account Balance which is Lower than the Listed Account Threshold.
Report - 30
From the Tree View:
- Expand Reports
- Select Reports
- Select Report (30) Owner Retain
- Select the Property Status
- Select the File Format (either Word DOC, Excel XLS, or PDF)
- Then, click SEARCH to run the Report
Note: A separate window will open where you can View, Print or Save the document.
Report - Owner Retain
Report Navigation:
- Property Address
- Owner Name
- Threshold
- Balance
- Property Status
- Total Balance (found on last Page)
Note: All Highlighted Properties have a Current Account Balance which is Lower than the Listed Account Threshold.
Header & Footer Information:
a. Office Name and Contact information
b. Report Name
c. Date the Report was Run / Printed
d. Page Number of Report