Summary

The Assessment Listing Report displays a range of assessments filtered by general assessment details or by any associated lot details. The assessment information can also be displayed using user-defined sorting options. The report will also include contact details for any contact types associated with the assessment.

Step by Step

1     Open the Assessment Listing Report window (SA> Reports> Assessment Listing).

2     Generate the report.

• Check the toggle next to each Type that you would like to include in the report. Assessment types are used as templates when creating new assessments.
  • By default, all assessment types will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed types.
  • Assessment types are created and maintained on the Assessment Type Maintenance window (SA> Maintenance> Assessment Type).
• Check the toggle next to each Status that you would like to include in the report. Assessment statuses are used to indicate the current status of an assessment.
  • Assessment statuses are created and maintained on the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• Check the toggle next to each Cycle that you would like to include in the report. Billing cycles are used to group accounts that should be billed in the same billing batch.
  • Billing cycles are created and maintained on the Billing Cycle Maintenance window (SA> Maintenance> Billing Cycle).
• Check the toggle next to each Principal Fee and Interest Fee that you would like to include in the report.
  • Fees are created and maintained on the Fee Maintenance window (SA> Maintenance> Fee).
• Select a First Sort option from the drop-down menu to specify how the report will be initially sorted. The report can be sorted by Assessment Number, Assessment Status, Assessment Type, Billing Cycle, Customer Name, Customer Number or Tax Lot.
• Select a Second Sort option from the drop-down menu to specify how the report will be sorted after the value selected in the First Sort drop-down menu.
  • If Assessment Number is specified as the First Sort, you will not be able to select a Second Sort.
• The General tab is used to filter the assessments included in the report by general assessment details.
• The Location tab is used to filter the assessments included in the report by the details associated with the lot that the assessment is attached to.
• The report will display the Assessment Number, Assessment Date, Assessment Type, Tax Lot, Lot Number, Customer Number, Customer Name, Service Address, Billing Cycle, Bill Method, Interest Fee, Principal Fee, Interest Rate, Original Principal, Assessment Status and Principal Balance. The report will also include the Total Original Principal, Total Principal Balance and Total Outstanding Principal for each included assessment type and for the entire report.

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).