Summary

The Permit Listing Report displays a filtered range of permit details.

Step by Step

1     Open the Permit Listing report (BP> Reports> Permit Listing).

2     Configure the report.

• Check the toggle next to each Permit Class you would like to include in the report.
  • By default, all permit classes will be selected. You can use the Select All   or Deselect All   icons to select or deselect all the displayed permit classes.
  • Permit classes are created and maintained on the Permit Class Maintenance window (BP> Maintenance> Permit Class).
• Check the toggle next to each Permit Type you would like to include in the report.
  • By default, all permit types will be selected.
  • Permit Types are created and maintained on the Permit Type Maintenance window (BP> Maintenance> Permit Type).
• Check the toggle next to each Permit Status you would like to include in the report.
  • By default, all permit statuses will be selected.
  • Permit Statuses are created and maintained on the Permit Status Maintenance window (BP> Maintenance> Permit Status).
• Specify how the report will be displayed on the Layout tab.
  • The First Sort drop-down menu is used to select a primary sort value for the report.
  • The Second Sort drop-down menu will determine how the permits are sorted within the First Sort option.
  • The Address drop-down menu is used to specify which address attached to the permit will be displayed on the report.
• Use the Permit, Location, and Date tabs to filter the included permits by the fields displayed on those tabs.
• The top of the report will display the filter values specified on the Permit, Location, and Date tabs. The report data will include the Application Number, Permit Number, Permit Class, Permit Type, Tax Lot, Lot Number, General Contractor Name and Phone number, Customer Number, Customer Name, Lot Address, Permit Status, Balance, and any Contacts attached to the permit.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).