BP> Reports> Outstanding Balances

Outstanding Balances Report

 

Summary

 

The Outstanding Balances Report displays a list of outstanding balances by permit type. The report can be generated as a low detail Brief report, a more detailed Summary report, or the most detailed Detail report.

 

Related Links

 

Click here for information on Permit Type Maintenance.

Click here for information on Fee Code Maintenance.

 

Step by Step

 

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

 

2     Configure the report. 

 

  • Check the toggle next to each Permit Type you would like to include in the report.
    • By default, all permit types will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed permit types.
    • Permit Types are created and maintained on the Permit Type Maintenance window (BP> Maintenance> Permit Type). Click here for information on Permit Type Maintenance.
  • Check the toggle next to each Fee Code you would like to include in the report.
  • The Report Type drop-down menu is used to determine the level of detail included in the report.
    • The Brief report type will display the Permit Class, Permit Type, Description, Original Balance, and Current Balance. The report will also provide a Total Outstanding Balance.
    • The Summary report type will display everything included in the Brief report as well as each included Application Number, Permit Number, Tax Lot, Customer Number, and Customer Name.
    • The Detail report type will display everything included in the Summary report as well as each transaction's Fee Code, Fee Date, Transaction Date, Post Date, JE Date, and Unit Type.
  • Use the From Date and the To Date fields to filter the transaction included in the report by a date range.
    • The Date Type specified in the drop-down menu above will determine which dates the date range filters will use.
  • Enter a balance range in the Minimum Fee Balance and Maximum Fee Balance fields to filter the transactions included in the report by the fee balance range.

 

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 here for information on the Jobs Viewer window.
    • 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). Click here for information on the View Reports window.