(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

Report - 30

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (30) Owner Retain
  4. Select the Property Status
  5. Select the File Format (either Word DOC, Excel XLS, or PDF)
  6. 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 - Owner Retain

Report Navigation:

  1. Property Address
  2. Owner Name
  3. Threshold
  4. Balance
  5. Property Status
  6. 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