Account History Report

The account history is a log that records transactions for an account or property.

Do this...

1. Open Connect Property Improvements > Reports > Account History.

2. Select a report title.

3. Enter the Report Dates.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

4. Select the Report Type.

The report type determines the type and quantity of information to print on the report.

What is the report type?

Print transactions by period. Use Report Type to select Detail.
Summarize transactions by period. Use Report Type to select Summary.

5. Set up the Print Property Legal Description checkbox.

A legal description of a property expands the location address to offer a comprehensive definition of the property's location. Based on the organization's requirements, a legal description may include a lot, block, and subdivision name; or metes and bounds; township, range, and section. For example, when the legal description does not match the street address, then you know there's a problem.

6. Set up the Print Property Notes checkbox.

Property notes includes all of the comments and additions saved on the Notes tab in the property record.

7. Set up the Print Page Between Accounts checkbox.

Print a blank page when the account number changes.

8. Set up the Columns tab.

A report uses sections and columns to organization the information in the report. A Section organizes data in horizontal blocks. A Column organizes data in vertical blocks.

9. Set up the Sections tab.

Use Sections to Print to select the information to include on the report.

10. Click Print (CTRL+P).

The report prints.