Viewing the reports tab

You can view various forms of reports throughout the application. One place you can find them is in the Reports tab of a particular record. Depending on the record, you must select the title of the report or specify the data in the report filters to access the report.

About this task

The record that you open can be an owned property agreement, payment reconciliation, percentage rent report, process payment, real estate invoice, or real estate lease record. Depending on your security access, you can find the following reports in the Reports tab of the related record:
  • AR RE Contract Payment Summary (Accounts Receivable Real Estate Contract)
  • Owned Property Abstract
  • Owned Property Record
  • Payment Reconciliation Invoice
  • Percentage Rent
  • Real Estate Invoice
  • Real Estate Invoice Record
  • Real Estate Invoice Summary Bulk Print
  • Real Estate Lease Abstract
  • Real Estate Lease Record

Procedure

  1. Open a particular record and review the form.
  2. Click the Reports tab.
    Depending on the record, the report opens. If the report does not open, continue with the next step.
  3. Select the report title.
    Depending on the record, the report opens. If the report does not open, continue with the next step.
  4. Specify the data in the report filters and click the Submit action.
    The report opens.