Revised: 09/22/2017

Applicant Profile Report

Go to Reports>>Applicant Profile

This program has the ability to generate different applicant profiles based on the selections made.

Report options such as Preview and Print may be clicked after selections are made from any tab page.

Report Options

Click Report Options for more information on the following areas for generating and viewing the report:

General

Group Selection

Application For

Enter or select an Application For code for the report.

Waiting List

Enter or select a Waiting List code for the report.  This will restrict the report to only include the applicants who are on the selected waiting list.  The waiting list field may be left blank to generate a report that includes all waiting lists.

Date Selection

Date Selector

Select one of the following options for the report:

Start Date

Enter or select a date for the beginning of the report range.  This date field may be left blank to only use the End/Effective Date field.

End/Effective Date

Enter or select a date to end the report range or to be used as an effective date for the report.

General Selections

Active Applicants Only

Place a checkmark in this field to have the report restricted to applicants with a status of active.

Level of Detail

Select one of the following options for the report:

Print Address

Checkmark this field if the applicant's address is to be included on the report.

No Totals Needed

Check the square if the report does not need to total the generated information.

Enhanced Merge

Create Merge Interface

If you are running the report in order to print batch letters or merge information, enter a check mark in Create Merge Interface.  If this box is not checked, applicant or merge information will not be available for printing merge forms or letters.

Family

The selection options on the family page are based on the information entered for Head of Household or general family information.  Options selected here may include or exclude a household.

Race of Head

Select one of the following options:

Ethnicity of Head

Select one of the following options:

Sex of Head

Select one of the following:

Elderly Status

Select one of the following:

Income Limit

Select one of the following:

Age of Head From and To

Enter a range of ages in the From and To fields.  These fields may be left blank to get all ages.

For example:

From = 24       To = 34

Family Size From and To

Enter a family size range in the From and To fields.  These fields may be left blank to include all family sizes on the report.

For example:

From = 1     To = 3

Bedroom Size From and To

Select a range of bedroom sizes in the From and To fields.  The fields may be left at the default of <<All>> for the from and to which will include all bedroom sizes.

For example:

From = 0     To = 2

Gross Income From and To

Enter a range of gross income amounts in the From and To fields.  These fields may be left blank to include all income amounts.

For example:

From = $5000     To = $10000

ADJ Income From and To

Enter a range of adjusted income amounts in the From and To fields.  These fields may be left blank to include all adjusted income amounts.

For example:

From = $5000     To = $10000

TTP From and To

Enter a range of total tenant payment amounts in the From and To fields.  These fields may be left blank to include all TTP amounts.

For example:

From = $75     To = $100

Member

The following selection options are based on information that has been entered for each family member.  Members may be included or excluded from the report based on the selections made.

Race of Member

Select one of the following options:

Ethnicity of Member

Select one of the following options:

Sex

Select one of the following:

Elderly Status

Select one of the following:

Relationship

Select one of the following options:

Member Age From and To

Enter a range of ages in the From and To fields.  These fields may be left blank to include all ages.

For example:

From = 24       To = 34

Mem Income From and To

Enter a range of income amounts for the member or leave the fields blank for all income.

For example:

From = $1000    To = $2000

Citizenship

Select one of the following citizenship options:

Print Full SSN

Social Security Numbers are masked on the report.  Check the Print Full SSN box to show the entire social security number.  

Note:  Social Security Numbers are only displayed on the report when a Level of Detail of 3 or 4 is selected.

Income

Income Code Selection (window)

Checkmark one or more income codes to include or use the select all button..  

Select All

Click the select all button to have all displayed income codes checked.

Unselect All

Click the unselect all button to have all the check marks removed from the displayed income codes.

Type

Select one of the following Income Types: