Dyn Calc Reports

Navigate: ClosedAsmt Admin > Reports & Extracts > Run Reports & Extracts > Dyn Calc Reports

Description

The subtasks that are part of this task are also available via the Assessment Processing menu or the via Assessment Roll Processing menu, depending on your jurisdiction. Use this task to generate dynamic calculation reports and extracts using existing roll processing tasks.

California

  • You can generate an MCL Import Dyn Calc instance for SBE exemptions and run its calculations to generate the following three reports, output automatically on the Build Roll Process screen when the calculations are complete:

    • A Missing SSN report with all PINs with the homeowners/veterans modifiers whose legal parties do not have a Social Security Number in Aumentum

    • A Duplicate SSN report with all PINs with the homeowners'/veterans' modifiers whose legal parties share a SSN with some other legal party in the Aumentum Platform.

    • An export file containing all PINs with the homeowners/veterans modifiers that were not in either of the error reports

Dyn Calc Processing

Dyn Calc processing includes, for example:

  • Determining Prop 8 properties

  • Identifying parcels requiring annual appraisals

  • Importing MCL information

NOTE: Refer to Assessment Processing menu or Assessment Roll Processing, depending on your jurisdiction, for details about searching for, managing, and building roll processes.

Steps for Event Based Jurisdictions

  1. On the Select Reports and Extracts Process screen, make a selection from the Tax Year drop-down list.

  2. Click on an item in the Process column.

    • If you click on an item with no instances, the Create New Roll Process screen opens. Enter an Instance Name and click Save. The Manage Roll Process screen opens automatically.

      NOTE: The most recent instance created displays on the far left. An ellipsis displays at the end of the list if there are more instances available than can display on the screen. In this case, click on a Process name.

    OR

    Click on an item with instances. The Select Roll Processes screen opens. Click on an Instance Name to open the Manage Roll Process screen.

    OR

    Click on an item in the Instances column.

  3. On the Manage Roll Process screen, enter or select information in the Questions panel, if applicable.
  4. In the Output - Files panel click to open a file in the grid.
  5. Click Calculations to open the Build Roll Process screen.
  6. On the Select Reports and Extracts Process screen, click Schedule in the Process panel.
    • On the Manage Reports and Extracts List screen, click New.
    • On the Manage Reports and Extracts screen, make a selection from the drop-down list in the Scheduling panel.
    • In the Questions panel, enter or select the information. Fields marked with a red asterisk are required.
    • Click Save.
      • Click List to return to the Manage Reports and Extracts List screen.
      • Click Close to end the task.
  7. On the Manage Roll Process screen, click Save.
    • Click Cancel to discard changes made since the last save.
    • Click Copy.
    • Click Remove.
    • Click List to return to the Select Annual Process screen.
    • Click Previous to return to the Select Roll Process screen.
    • Click Close to end the task.