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Activity Report

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The activity report list the actions performed for all households in order by household name, then by date. Other information included is the tenant unit (if applicable), effective date, date entered, action type, tenant monthly charge amount, and the user who performed the action. Note: In order to generate this report through output, must have areport template with the "Activity Report" tag.

Balance Due Report

Includes all households, as well as information regarding their account status, whether they have a credit balance, or owe money over 30, 60, or 90+ days. This report uses the "print" icon to launch the output/generate report wizard. Note: In order to generate this report through output, must have a report template with the "Balance Due Report" tag.

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This report encompasses a master list of all the households including their associated status, address, program, and project. From here, you can also filter the households by status, program or project to narrow your search by clicking the "Filters" button. When the name of a household member is selected, it will take you to their individual household overview Household Overview page. This report can be filtered and used to create groups using the Create/Add to Group button.

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