Report Messages

Navigation: Asmt Admin > Reports and Extracts > Report Setup > Report Messages

Description

Create user-defined messages to print on tax bills and assessment notices.

Steps

1. On the Add or Edit Report Messages screen, click Add in the Messages panel.

   OR

   Click Edit next to an item in the Message panel.

2. On the Set Up Basic Message Criteria screen, enter a description.

• Enter the message you want to display.

3. Make a selection from the Years drop-down lists (from year and to year).
4. Enter or select the print dates (from date and to date).
5. In the Amount Filtering Options panel, enter the current tax bill balance amounts (from and to amounts).
6. In the Basic Criteria panel, make a selection from the Action, Item Type, and Item List drop-down lists at the bottom of the panel, and click Add.
7. Click Finish.

OR

Click Next.

8. On the Set Up Additional Message Criteria screen, enter or select information at the bottom of the Legal Party Criteria panel and click Add.
9. In the Flags panel, make selections from the drop-down lists at the bottom of the panel and click Add.
10. Click Finish.

OR

Click Next.

11. On the Set Up Value Type Criteria screen, click Add in the Selected Value Group Criteria panel.

• In the Selected Value Criteria panel, make a selection from the Value type drop-down list and enter the value amounts (from and to amounts).

• Click Update.

12. In the Available Attributes panel, select one or more items in the grid and click Add to add it to the Attached Attributes panel.

    • In the Attached Attributes panel, select one or more items in the grid and click Remove to move it back to the Available Attributes panel.
13. Click Finish.

Dependencies, Prerequisites, and Setup

• You must set up report messages before you can process selected items, print/export bills or Truth in Taxation notices, or print assessment notices with messages.

Configuration Menu

Flag Setup – Flags must be set up. Returned Mail and Sample Revenue Object flags are the ones currently used for Billing. They are assigned the entity type Revenue Object in the flag setup.

Systypes – User-defined systypes to set up are:

• Flag Type – You can add flags here, but preferably use Flag Setup to add the new flags (which are flag type systypes) so that you can also assign the flag values and entity type.

• Flag Value – Add new flag values. You must use Flag Setup to add assign the flag values.

• Roll Types – Property tax roll types.

• Tax Change Reason Codes – The codes used to flag changes to tax charges.

• Tax Type