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.

• The Print Options column is used to filter the assessments included in the report and to determine how they are displayed.
• 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.
  • 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 column of filter criteria is used to filter the assessments included in the report by general assessment details, such as assessment number, bill method, and various assessment dates.
• The Location column of filter criteria 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.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last ten times the report was generated.