Summary Report Instructions

Use the Summary Report to print the account balances for Tax Accounts.  You can tailor the report by selecting the Account Type, the names included, the sort sequence, and whether or not to include accounts with zero balances.

Notes:

• This report is also known as the Taxes Receivable Summary Report.

• For more information about running reports, see Print View.

Directions:

• Click Reporting from the Menu Bar, and next click Summary Report.
  Keyboard shortcut:  [ALT] [p] [s]

• At the prompt window, choose the selections.  To see the report prompt options, click More.

  Summary Report Prompt Options
  Type	To limit the type of properties included in the report, click one of the Account Types in the drop-down list. Examples: 1 - Real Estate 2 - Personal Property 3 - Supplemental 4 - Supplemental 5 - Supplemental
  Selected	To limit the names included in the report, click a letter of the alphabet in the drop-down list. NOTE:  To include all names, leave Selected blank.
  Sort	To set the sort sequence, click one of the following: Owner Name Account Number
  Detail	To limit the amount of detail on the report click one of the following: Print All: Includes all Tax Accounts Balances Only: Includes only Tax Accounts with balances
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print. Keyboard shortcut: [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

• To see the report sample, click More.

  Selection Parameters for this Report Sample:
  Type = 1 Real Estate	Selected Letters = I
  Sort = Owner Name	Detail = Print All

• To see descriptions of the report fields, click More.

  Summary Report Fields
  Acct#	Tax Account Number.
  Name	Current owner's name (Name 1)
  Property ID	Includes Map, Lot, Subdivision, and Type.
  Curr Yr Balance	Balance due for the current year.
  Prior Yr Balance	Balance due for the prior year (last year).
  2+ Yrs Prior Balance	Balance due for two-plus years prior or more (the years before last year).
  Next Yr Balance	Balance due for next year.
  Total Balance	Cumulative balance due for all years.