Search Building Info History

The instructions in this article relate to Search Levies. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Levies is used to search and report on levy information for a property. It returns levy data based on selected values and can include the default Account Code and Invoice Code fields, along with other available levy fields.

This search can assist with everyday tasks such as reviewing levy items for a building, checking levy information for selected lot account codes, and preparing data for reporting. The results can be saved for reuse, exported to Excel, or produced as a PDF-style document if required.

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Searches 

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search Levies | Security

To access Search Levies, the user must have permission set to Allow for Search Levies under the Menus category in Security Setup.

Search Levies | What it can report on

Search Levies can be used to report on levy information recorded for a property, including values returned by fields such as account code, invoice code, due date, amount, and other available levy-related fields.

This makes it useful when reviewing levy items across a building, checking levy information for selected account codes, or preparing levy data for reporting and further analysis.

Search Levies | Recommended search examples

Review levy items across the building

This search can be used to review invoices and levy items across the building by adjusting the default field selection.

1. Search for or select Search Levies.
2. By default, Account Code and Invoice Code will be applied.
3. If required, remove Invoice Code using the red minus button or change it to a different field to display invoice and levy items across the building.
4. If required, add another field using the green plus button.
5. Click Refresh to view the results.

Report on levy information for selected account codes

This search can assist with reviewing levy information for one or more selected lot account codes.

1. Search for or select Search Levies.
2. Use Account Code as the search field.
3. Set the Condition to is any of.
4. Select the required account codes in Value.
5. If required, remove a selected code by clicking the red cross beside the code.
6. Click Refresh to view the results.

Export levy data to Excel for further reporting

This search can be used to prepare levy data for Excel reporting by selecting the required fields and exporting the results.

1. Search for or select Search Levies.
2. Select the fields required for the report, such as Due Date, Invoice Code Description, and Amount.
3. If more than 1000 records are required, change the maximum number of records in Advanced.
4. Click Refresh to view the results.
5. Click Export to open the data in Excel.
6. In Excel select the Insert tab and select Pivot Chart / Pivot Chart; all data should automatically be selected and click OK.

1. From the PivotChart Fields section on the right drag the relevant fields to the required area.
   1. Invoice Code Description to the Legend (Series) area.
   2. Amount to the Values area.
   3. Due Date to the Axis (Categories) area.

Once the above steps are completed the chart will look similar to below. Pivot Charts can be customised in many ways; some handy tips include:

• To change the chart type to line graph or another type of chart for instance; right click on the chart and select Change Chart Type.
• To display the amounts as $; right click on 'Sum of Amount' at top left of chart and select Value Field Settings and click on Number Format and then select Currency and OK.
• To customise the chart colouring etc, right click on the chart and select Format Plot Area and make changes as required.
• To remove particular Levy Codes, click on the Invoice Code Description legend on the chart and edit the filter as required.