Reports Form
General Information about the Reports Form
Buttons and Folders Act as Hyperlinks.

The open folder is the REPORTS Letters/Forms Folder

Use this folder to edit and print forms such as applications, leases, and deposit receipts. Also write form letters to tenants or others using our samples or make your own. Keep a record of all correspondence to tenants. You can also have all letters to tenants AUTOLOGGED to the Tenant Incidents Folder. After creating a new letter or report, you will be prompted for a title, subject, author, key words and comments. Only the title is required. The title will be displayed on the Letters/Forms screen to choose again later.

To create a new letter

Press on the bottom of the form. The word processor will appear. It works the same as on the WORD PROCESSOR FORM.

To edit an existing letter

Highlight the desired letter from the box at the left. Press the EDIT icon on the bottom of the form. The desired letter will be displayed. To edit, simply type in the changes.

To display a history of all letters sent to a tenant

Select the tenant’s name from the box at the right. Now press the HISTORY icon. The titles of all letters sent will be displayed in the left box. Click on a listed letter to view.

To print a letter to particular tenants

Highlight one or more tenant names, and the letter desired, then press the MERGE icon on the bottom of the form. To select ALL, NONE, or only those tenants with outstanding balances (BALANCE), select the appropriate button in the middle of the screen.

For mass mailing of letters to some or all tenants:

Choose the desired letter from the left box. Now click and drag through the list of tenants to highlight it, or choose a select group by clicking the appropriate button on the middle of the form. Choose MERGE icon on the bottom of the form. You can not preview reports that are being sent in this manner. To preview, choose one tenant to merge with the desired letter.

To delete a report

Highlight the desired letter or report and press .