Summary 

The Outstanding Balances report will display the principal and balance information for any assessments that have an outstanding balance that falls within the user-specified balance range.

Step by Step

1     Open the Outstanding Balances report window (SA> Reports> Outstanding Balances).

2     Configure the report.

• Check the toggle next to each Assessment 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 Fee Code that you would like to include in the report.
  • Fees are created and maintained on the Fee Maintenance window (SA> Maintenance> Fee).
• Select a Report Type from the drop-down menu.
  • The Brief report type will display the Assessment Type, Description, Unbilled Principal, Original Balance, and current outstanding Balance. The report will also provide a Total Outstanding Balance amount.
  • The Summary report type will display everything included in the Brief report as well as the Assessment Number, Tax Lot, Customer Number, and Customer Name.
  • The Detail report type will display everything included in the Summary report as well as the Fee Code, Transaction Date, Post Date, and Journal Entry Date.
• Filter the included assessments by a transaction balance range with the Minimum Tran Balance and Maximum Tran Balance fields.

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.