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When to use:

Either after a name change file is processed or as desired to view name and address changes made by tax office employees.

What it displays:

The name change report will provide a listing of the accounts that were updated after a name change file was loaded and processed or after manual changes have been made.  The report displays, for each account number, the fields that were changed (zip code, city, etc.), the date of the change, and the old and new values for those fields.  Address flags (indicating BA for bad address or CA for tax office change) on the accounts currently are also displayed. All delinquent accounts will be displayed if UNPAID is entered in the Account to Report field.

The trigger table is populated with the accounts on the report; Batch statements can be printed for these accounts after the report is run.

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run a Name Change Report By Year report:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
2. Click on the Name Change Report By Year, Post-Process line, batch menu no. 714.
3. Press Enter. The parameter screen appears.
4. Enter the Begin Date (mm/dd/yyyy format) for the data on the report.  This should correspond to the begin date of the loaded name change file if that is applicable.
5. Enter the End Date (mm/dd/yyyy format) for the data in the report.  This should correspond to the begin date of the loaded file if that is applicable.
6. In the Accounts to Report field, enter either UNPAID, which will list all accounts that were modified and have an outstanding balance, or leave it blank, which will list all of the changed accounts over the specified date range.  On the report, asterisks will indicate a paid account.
7. In the Update Source field, CAD is the default and indicates updates originating on the appraisal district files.  If you leave this field blank, all name changes except those on the appraisal district files will be listed.
8. Enter the current year in the Statement Year field.
9. In the Include All Years field, enter Y to produce a report of all accounts having name changes that also fit the criteria you entered in the Accounts to Report field. Enter N to produce a report of accounts that are delinquent for prior years.  If you enter N, you will get data for both current and prior years if the prior year(s) are delinquent.  Typically, the Accounts to Report field should be filled with UNPAID if you enter N in the Include All Years field.

Note:   This report does not look at delinquency dates when it is being generated.  It only checks whether an account is unpaid for any current or prior year.

10. (optional) Enter a 3-digit County Code to limit the data to certain accounts.
11. In the Create CSV File field, enter Y to create a file that can be opened in Excel or N to skip this step.
12. Leave the Only Accts with Previous BA Status field blank to report all name changes. Enter Y to show only accounts that had a BA or CA in the Address Status field of the Owner Detail screen prior to the most recent name change.
13. Click Submit Job to start the report process.  
14. Click OK on the "OK to Submit Job" pop-up screen.  
15. To preview and print your report, see Previewing and Printing Reports.  Note the report sequence number at the top of the first page. The .csv file, if created, is put on your tax office's ACT FTP site.