Print Housing Reports

NewViews for Non-profit Housing provides a tool for printing a variety of reports on the members/tenants residing in the building. Currently, the following reports are available: Unit Specific Age, Age Group Details, Income Review Required, Meeting Sign In Sheet, and Housing Income Limit (HIL).

To print a housing report:

1. In the Database Explorer, activate (click on) Current Member/Tenants, or Former Member/Tenants if you are printing housing reports for members/tenants that have moved out.

   These folders can be found by expanding the following folders: Newviews/Account/Accounts Receivable.

   
   

2. Mark a block containing the member/tenant accounts for which the housing report is to be printed.

   This can be done a few different ways. Block>All will mark a block containing every item in the table. Block>Start and Block>End can be used to mark a contiguous (sequential) block, as can holding <Shift> and clicking begin and end items. Holding <Ctrl> and clicking individual items can be used to add/remove items from a discontiguous (non-sequential) block.

3. Issue the Print>Housing Reports command and fill in the prompt as described below.





The prompt for all housing reports except Housing Income Limit has the following fields:

Line	Setting	Comments
1	Report Type	Select the type of report you wish to print. Press <F3> to choose from a select box.
2	Report Date	This date is used to select the RGI items that are used to generate the report.
3	Destination	display file printer	display - exports to Excel and opens Excel for a preview. file - sends output to the file specified in Filename. printer - sends output to the printer identified by Printer.
4	Filename	The output file name. The file type must be {".xls"}, {".xlt"} or {".pdf"}. Important see note on Output File Names options.
5	Printer	If Destination is printer then output is sent to the printer specified here. If this field is empty then output will be sent to the Windows default printer. Press <F3> to select from a list of available printers. NOTE: To clear the Printer field Press <F3> to select from the list of printers, and click on <Cancel>



The prompt for the Housing Income Limit Report has the following fields:

Line	Setting	Comments
1	Report Type	Select the type of report you wish to print. Press <F3> to choose from a select box.
2,3	Start/End Dates	These dates are used to select the RGI items that are used to generate the report as well as determining which members/tenants have moved in or out during the date span.
4	Former Member/Tenant Folder	The name of the folder which contains the moved out member/tenants. Press <F3> to choose from a select box.
5	Service Region	The region of the building. Press <F3> to choose from a select box.
6	Service Sub Region	The sub region of the building. Press <F3> to choose from a select box.
7	Units Modified for Physical Accessibility	Enter the number units that have been modified for easier accessibility for the member/tenant.
8	Households Receiving Support Service	The number of units that have a member/tenant receiving support services.
9	Destination	display file printer	display - exports to Excel and opens Excel for a preview. file - sends output to the file specified in Filename. printer - sends output to the printer identified by Printer.
10	Filename	The output file name. The file type must be {".xls"}, {".xlt"} or {".pdf"}. Important see note on Output File Names options.
11	Printer	If Destination is printer then output is sent to the printer specified here. If this field is empty then output will be sent to the Windows default printer. Press <F3> to select from a list of available printers. NOTE: To clear the Printer field Press <F3> to select from the list of printers, and click on <Cancel>

Unit Specific Age:

Prints a list of all members/tenants in each unit, listing their age and birth dates. Sorted by unit number.

Age Group Details:

Same as Unit Specific Age but sorted by age instead of unit number.

Income Review Required:

Prints a list indicating when each unit is up for review. This report shows the next effective review date and how many days until that date. Units are sorted by urgency (fewest days until review).

Meeting Sign In Sheet:

Prints a list of all member/tenants in the building. Note that the Member/Tenant field in the Residents table must be set to yes in order for that member/tenant to appear on the report.

Housing Income Limit (HIL):

This report is much more complicated than the other reports listed above. The HIL report calculates average incomes for RGI units and categorizes them into families, seniors, non-elderly singles and special needs.