Custom Reports Selection Options

Navigate: Closed Personal Property Appraisal > Reports > SRS Personal Property Reports > [select custom report or template] > Next > Custom Reports Account Selection

Description

This screen is used to select the particular report selection method for the account selection when your jurisdiction has custom reports.

  1. Select the report from the Selection Method box.

    1. On the Custom Reports - Account Selection screen, select the Tax Year or accept the default.

    2. Define any Selection Criteria.

    3. Optionally define any Additional Criteria as applicable, including Cycle status, Account needs notice, Class Code, and Filing Method.

      NOTE: Filing Method is a systype category. The selections in the Filing Method panel are maintained via Configuration > Systypes > Select or Add a Systype. Set the effective date and select the Systype Category of Filing Method to maintain the systypes.

    1. Optionally select one or multiple Class Code.

    2. Optionally, select one or more Filing Method.

    3. Optionally, select one or more Lease Relation.

    4. Click Row Count to view the number of record results.

    5. Click Next to navigate to the Enter Report Parameters screen from which you can generate the report.

      • Click Previous to return to the previous screen.

      • Click Close to end the task.

    1. On the Search PIN List screen, select the Tax Year.

    2. Enter one or multiple PINs in the PINs field.

      IMPORTANT:  Each PIN entry must be separated by a comma and a hard return to generate a row count, for example:

      00002592,
      00002593,
      00002594,

      3. NOTE: When the Comma Delimited PIN List Modifier Update process is run and no PINs match the selected criteria, a confirmation detail message appears indicating "No PINs match the criteria selected."

    3. Click Row Count to generate to generate the rows for the Excel spreadsheet.

    4. Click Previous to return to the previous screen.

      • Click Close to end the task.

    1. On the Select Revenue Object List screen, accept the Tax Year default or select it.

    2. Select the Revenue Object List. The list of PINs to Update is displayed.

    3. Click Row Count.

    4. Click Previous to return to the Update Field screen.

      • Click Close to end the task.

  2. Click Next.

    • Click Previous to return to the Personal Property SRS Reports screen.

    • Click Close to end the task.