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News 11/22/2021: New Permit Manager Features
News 11/22/2021: New Permit Manager Features
Jonathan Heilman avatar
Written by Jonathan Heilman
Updated over a year ago

We have three new features in Permit Manager that we're excited to tell you about.

Create Mailing Lists with Full Owner Addresses

The first feature to let you know about is a change under the Property menu.

The Property menu is now slightly modified, as shown below. The Property List contains information on all the properties in the municipality. This improved version of the list contains additional columns of data related to each property that were not in the previous version. With the additional columns, you have all the data needed to create a mailing list with full addresses. This upgrade makes it easier to create lists and address labels for public notice and other mailings.

Once the property list opens, it can optionally be filtered by using the Magnifying Glass button. When you're ready to download the list for use, click the Download button and save the file to your computer.

Map Radius Search & Mailing List

The new Property menu is slightly modified, as shown below. The Property Map item opens a map view of all the properties within the municipality. While the map view is unchanged from before, the radius search is improved to enable you to create a mailing list with full addresses.

After the map opens, click on a property, then click Select Nearby.

In the Select Nearby dialog box, enter the selection radius in feet and click Select.

The number of parcels selected is displayed in the resulting box. Click the Table button to show the list of properties.

Once the property list opens, it can optionally be filtered using the Magnifying Glass button. When you're ready to download the list for use, click the Download button and save the file to your computer.

Build and Save Custom Reports

The Report Builder feature has been improved and expanded to allow you to create custom reports and then save them for future use. Access the Report Builder from Reports > Report Builder.

This opens the Report Builder Templates window. Open an existing report template by double clicking it, or create a new report using the Plus button.

Step 1: Select Record Type

To create a new report, begin by naming the report and choosing if the report will include information about permits, properties, or violations. Click Next to advance.

Step 2: Select Data to Include

Add the columns of data to include in the report. Use the Columns dropdown to select a data field. The dropdown list can be long, so use the search box to show only relevant data fields. Click Add Column when you've identified the desired data. Continue this process, adding each column of data needed in your report. When all data columns are added, click Next to advance.

Step 3: Filter Records

Use filters to include only the relevant data in the report. You can include one or more data field filters. Add the filter fields in the same manner as you did for Step 2. Choose the column and then click Add Filter. Once the filters are added, specify the filter value. Date filters have several pre-built settings, such as last week, last month, etc. Other filters will filter the data based on the text or numbers added to the filter.

Click Generate to create the report and download a CSV file to your computer. Click Save and Close to save the report for later use and return you to the Report Builder Templates window.

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