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 |
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
tenants 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 |