Quick Tip: Changing the Way Reports Look in Rent Manager

We probably don’t have to tell you that Rent Manager® is an extremely customizable program. And you’re undoubtedly aware of the many report options the program has to offer, more than 250 at last count. What you might not know, however, is that you can use the software’s customization capabilities to tailor those 250+ reports to look exactly the way you want them to. Really!

The key to customizing your Rent Manager reports is knowing where to set up your options:

To set system preferences for your reports:

  1. Select FileAdministrationSystem Preferences.
  2. Select General in the Report Options group.
  3. Choose from the following options:

Alternating Shades—Applies gray shading to every other row (default).

Black Lines—Inserts a black line between each line of data.

None—Removes line separators between data on a report.

Format names by Last Name, First Name—Uses the Last Name, First Name format for the Customer name when generating lists of customers in reports.

Enforce order when printing batch reports—Prints batch reports in the same order in which they are arranged when combining multiple reports into a group.

Do not show Unapplied Credits on statements—Does NOT show unapplied credits on Customer Statements. Any unapplied credit amount will be incorporated into the Balance Due value.

4. Click Apply to accept changes.

To select advanced report options for your reports:

  1. Select ReportsReport WriterReport Writer Manager.
  2. Select the report you want to customize, then click Edit Report.
  3. In the Report Options window, click Advanced.
  4. Choose from the following options:

Custom Header—Creates an alternate header instead of the report name, title, or subtitle.

Separate Rows With—Allows you to select options for how you want the rows of your report to be separated.

Privileges—Defines the users who can access this report.

Optionally, you can enter a script to Execute Before Report, Execute Before each Record, or Execute After each Record. You can use the Ask function to prompt the user for input to use as a filter when running the report. The values obtained from a script executed before the report can be included in the report header. You can also use hidden calculations that will run before each report or before or after each record.

Click the icon to open Script Builder for help with writing and testing your script.

Description—Enter an explanation of the report and its purpose.

Page Settings

  1. Enter the page Margins (in inches).
  2. Choose the Paper Size for this report.
  3. Choose the Orientation (Portrait or Landscape) for this report.
  4. Optionally, choose the Line Color; entities included in your report like customers, prospects, vendors, or owners that have been color’’coded will display in those colors on the report. Choose Text to make the name of the entity show in the chosen color or choose Background to make the entire background row of that entity display in the chosen color.

Sort Order— Select a column that can be sorted, then choose a sort order (i.e. ascending or descending), and change the column position by clicking and .

5. Click Save to accept changes and return to the Report Writer.