Archive

Archive for the ‘Reports’ Category

SWS GetRentalActivityUnitLevel Method

March 23, 2017 Leave a comment

This method returns rental activity by unit type over a specified date range.

Parameters

Name DataType Is Required
OrgID Long Required
Description The organization’s ID number.
StartDate DateTime Required
Description The first date of the date range to include in the report.
EndDate DateTime Required
Description The last date of the date range to include in the report.

Returned Parameters

Name DataType
SiteNumber String
Description The organization assigned site number. This is not the site ID.
SiteName String
Description The site’s name as it appears in Store.
ExportDate DateTime
Description The date the data was retrieved.
DateRange String
Description The start and end dates of the requested report.
Dimensions String
Description The dimensions of the unit group.
TotalUnits Long
Description The total number of units in the unit group.
BegOccUnits Long
Description The number of occupied units on the first date in the date range for the group.
NewRentals Long
Description The total number of new rentals during the date range for the group.
VacantUnits Long
Description The current number of vacant units for the group.
SqFtOcc Decimal
Description The total number of square feet currently occupied for the group.
StreetRate Decimal
Description The street rate for the unit group.
AverageRentRate Decimal
Description The average rent rate for the unit group.

Example

As with every method we need to pass in credentials. We do this with the LookupUser request object.

We’ll assume you’ve got a web reference, let’s name it SWS, in your Visual Studio project. At this point we need to our objects. We’ll need the standard service object, a GetRentalActivityUnitLevel request object and a GetRentalActivityUnitLevel response object. We can define and create those like this:

// Create a request and response objects
SWS.WSSoapClient service = new SWS.WSSoapClient();
SWS.GetRentalActivityUnitLevel_Request request = new SWS.GetRentalActivityUnitLevel_Request();
SWS.GetRentalActivityUnitLevel_Response response;

Here’s my sample code of the Request object.

// GetRentalActivityUnitLevel Request
request.OrgID = 123456;
request.StartDate = new DateTime().AddDays(-30);
request.EndDate = new DateTime();

Finally we can call the method and pass across the login object and the request object to get our account information. It’s a good idea to do this in a Try Catch block.

// Call the method that will load the response object
try
{
  response = service.GetRentalActivityUnitLevel(user_request, request);
}
catch (Exception ex)
{                
  MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll want to take a look at that message returned in that exception so it can be debugged.

For a full list of methods see SWS Methods.

Categories: API General, Reports

SWS2 GetDataView Method – sws_new_rentals_v

July 7, 2015 Leave a comment

This is the same view that is used in the “New Rental” report and provides a list of new rentals. This is available at the organization or site level.

Returned Columns

Name Data Type
UNIT_NUMBER String
Description The unit’s number as assigned by the organization. This is not the UnitID. This can be retrieved using any of the GetSiteUnitData methods.
UNIT_ID Long
Description The unit’s ID number. This is maintained through rentals.
WIDTH Integer
Description The width measurement of the unit dimensions.
DEPTH Integer
Description The depth measurement of the unit dimensions.
AVGLOS Decimal
Description The average length of stay, in months, of the tenants in this unit.
HEIGHT Integer
Description The height measurement of the unit dimensions.
DIM_ATTRIB String
Description The width and depth dimensions as well as the “Attribute01” as a string.
RENTAL_START_DATE DateTime
Description The date and time that the customer initiated the rental.
RENT_RATE Decimal
Description The rate at which the unit was rented.
ACCT_ID Long
Description The account’s ID number.
ACCOUNT_NAME String
Description The name on the account. This may differ from the primary contact’s name in some instances, such as a business account or a guardian account.
FIRST_NAME String
Description The first name of the primary contact.
LAST_NAME String
Description The last name of the primary contact.
EMAIL String
Description The email of the primary contact.
ADDRESS String
Description A combination of all three address lines of the primary contact’s address
CITY String
Description The city of the primary contact’s address.
STATE String
Description The state/province of the primary contact’s address.
POSTAL_CODE String
Description The ZIP/postal code of the primary contact’s address.
PHONE String
Description The primary conact’s phone number.
MOVED_IN_BY String
Description The first and last name of the user that moved the customer into the unit.
SITE_ID Long
Description The site’s ID number
SITE_NAME String
Description The site’s name.
ORG_ID Long
Description The organization’s ID number.
START_DATE DateTime
Description The date the customer started the rental.
CLASS_DESC String
Description The textual description for the class type of the unit.
ORG_NUMBER_XREF String
Description The organization’s site number. This is not the site ID.
CURR_STATUS String
Description The current rental status of the specific unit.
END_DATE DateTime
Description If the rental has been terminated, this is the date the the rental was terminated.
UNIT_NUM_SORT String
Description A number used to allow us to sort the units in the application.
Categories: API General, Reports, Search

SWS2 GetDataView Method – sws_rental_prospects_v

March 17, 2015 Leave a comment

Allows you to retrieve a list of quoted, soft-reserved and hard-reserved reservations. This view requires at least one parameter by which to filter.

Returned Columns

Name Data Type
SITE_ID Long
Description The site’s ID number. This can be found using the GetSiteList method.
SITE_NUMBER String
Description The organization assigned site number. This is not the site ID.
ACCT_ID Long
Description The account’s ID number. This is returned when you use the CreateNewAccount method or can be retrieved with the SearchBy method.
ACCT_NAME String
Description The name on the account. This may differ from the primary contact’s name in some instances, such as a business account or a guardianship account.
UNIT_ID Long
Description The unit’s ID number. This is maintained through rentals.
UNIT_NUMBER String
Description The unit’s number as assigned by the organization. This is not the UnitID.
RENTAL_ID Long
Description The rental item’s ID number. This is returned when using the MakeReservation method or can be searched for using the SearchBy method.
RESERVATION_DATE DateTime
Description The date the quote/reservation was originally created.
PAID_THRU_DATE DateTime
Description If the unit has been rented, this is the date the customer has paid through.
QUOTE_ID Long
Description The quote/reservation’s ID number.
SITE_CLASS_ID Long
Description The ID of the class to which the unit belongs.
EXPIRATION DateTime
Description The date the quote/reservation will no longer be available.
QUOTE_STATUS Integer
Description The numeric value for the status of the quote/reservation.

  • 1 = Open
  • 2 = Confirmed
  • 3 = Expired
  • 4 = Cancelled
  • 5 = Rented
  • 6 = In-Process
QUOTE_STATUS_VALUE String
Description The textual value for the status of the quote/reservation.
QUOTE_TYPE Integer
Description The type of quote/reservation that was created.

  • 1 = Quote
  • 2 = Soft Reservation
  • 3 = Hard Reservation
QUOTE_TYPE_VALUE String
Description The textual value for the QUOTE_TYPE of the reservation.
ATTRIBUTE01 Integer
Description The numeric value for the “Attribute01” custom look up as defined by the site. See eUnitAttr01 for the available values.
ATTRIBUTE01_VAL String
Description The textual value for the “Attribute01” custom lookup as defined by the site. See eUnitAttr01 for the available values.
ATTRIBUTE02 Integer
Description The numeric value for the “Attribute02” custom look up as defined by the site. See eUnitAttr02 for the available values.
ATTRIBUTE02_VAL String
Description The textual value for the “Attribute02” custom look up as defined by the site. See eUnitAttr02 for the available values.
CLIMATE Integer
Description The textual value for the “Climate” custom lookup as defined by the site. See eUnitClimate for the available values.
CLIMATE_VAL String
Description The numeric value for the “Climate” custom look up as defined by the site. See eUnitClimate for the available values.
WIDTH Integer
Description The width measurement of the unit.
DEPTH Integer
Description The depth measurement of the unit.
SQ_FEET Integer
Description The total square feet of the unit, calculated by multiplying the width and the depth measurements.
FEATURES Integer
Description The numeric value for the “Features” custom look up as defined by the site. See eUnitFeatures for the available values.
FEATURES_VAL String
Description The textual value for the “Features” custom lookup as defined by the site. See eUnitFeatures for the available values.
ACCESS_TYPE Integer
Description The numeric value for the “Access Type” custom lookup as defined by the site. See eUnitAccessType for the available values.
ACCESS_TYPE_VAL String
Description The textual value for the “Access Type” custom lookup as defined by the site. See eUnitAccessType for the available values.
DOOR Integer
Description The numeric value for the “Door” custom look up as defined by the site. See eUnitDoor for the available values.
DOOR_VAL  String
Description The textual value for the “Door” custom look up as defined by the site. See eUnitDoor for the available values.
PRICE Decimal
Description The price quoted in the quote/reservation.
START_RENT_RATE Decimal
Description The applicable starting rent rate of the unit.
PRORATE_AMT Decimal
Description The amount that will be paid, in rent, at the time of the move-in. This is based on today’s date any discounts that were quoted at the time the quote/reservation was created.
LOST_DEMAND_REASON Integer
Description The customizable reason that the customer didn’t complete a rental for a unit. Contact the organization for the list.
INQUIRY_SOURCE Integer
Description The customizable list of ways that a customer heard about the organization/site. Contact the organization for the list.
ADMIN_FEE Decimal
Description A fee assessed to cover the administrative costs of setting up the rental.
TAX Decimal
Description The tax applicable to the unit. This is based on the prorated amount.
DEPOSIT Decimal
Description The security deposit due at the time of rental.
RES_DEPOSIT Decimal
Description The amount required to hold the reservation. This can only be applied to soft and hard reservations.
DISC_AMT Decimal
Description The dollar amount of any applicable discounts that have been quoted.
TOT_AMT Decimal
Description The total amount due at the time of move-in based on the prorated amount, the applicable taxes and any discounts that apply.
QUOTE_START_DATE DateTime
Description The date the quote/reservation was created.
CFLEX01 String
Description  A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFLEX02 String
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFLEX03 String
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFLEX04 String
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CFLEX05 String
Description A custom field, set up by the organization, designed to hold additional account level information. This is displayed in the “Account Information” tab of the account in the Store application.
CHANNEL Integer
Description The means by which the user has access to the store application. Contact the organization for the available options.
MKT_CODE Integer
Description Similar to the inquiry source, this is a custom field to describe how the customer heard about the organization site.
MKT_SOURCE String
Description Similar to the inquiry source, this is a custom field to describe how the customer heard about the organization site.
QUOTE_CREATED DateTime
Description The date the quote/reservation was originally created.
QUOTE_UPDATED DateTime
Description The date the quote/reservation was last updated.
QUOTE_CREATED_BY Long
Description The user’s ID number that created the quote/reservation.
QUOTE_UPDATED_BY Long
Description The user’s ID number that last updated the quote/reservation.

Example

We’ll assume you’ve got a web reference, let’s name it Store, in your Visual Studio project. At this point we need to reference our objects. We’ll need the standard service object, a GetDataView_Request request object and a ParameterValues object. You will also need to pass in credentials. We can define and create those like this:

// Create a request and response objects
StoreServiceClient client = new StoreServiceClient();
GetDataView_Request request = new GetDataView_Request();
ParameterValues parms = new Store.ParameterValues();

As with every method we need to pass in credentials. We also set up the parameters for our request.

//get data view setup
client.ChannelFactory.Credentials.UserName.UserName = "user";
client.ChannelFactory.Credentials.UserName.Password = "pass";
client.ChannelFactory.Credentials.SupportInteractive = true;

parms.FilterType = 3;
parms.ParameterName = "quote_created";
parms.ParameterValue = "01-MAR-2017";

request.OrgID = 123456;
request.SiteID = 123456;
request.ViewName = "sws_rental_prospects_v";
request.Parameters = new ParameterValues[] { parms };

Finally we can call the method and pass across the login object and the request object to retrieve the data. It’s a good idea to do this in a Try Catch block.

try
{
    // Call the method that will load the response object
    object resp;
    resp = client.GetDataView(request);
}
catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll want to take a look at that message returned in that exception so it can be debugged.

For a full list of methods see SWS2 Methods.

Categories: API General, Reports, Search

SWS2 GetDataView Method

January 22, 2015 Leave a comment

This method is designed to allow access to specific database views to retrieve data. This method was created so that when a data set not currently available in reports or other functions is required, the view can be created within the database and accessed without creating additional API methods. This method does not do any logic, it simply retrieves the view based on the parameters specified. Each view will have a unique parameter collection and that information will need to be obtained from Yardi before the view can be accessed.  The parameters collection will need a parameter object that includes filter type (equal, not equal, greater than, etc.), the parameter name which is the field name in the view, and the parameter value which is the value on which to filter. The data is returned as a serialized DataTable.

Parameters

Name DataType Is Required
OrgID Long Required
Description The organization ID number for which you are accessing the data.
SiteID Long Optional*
Description The site’s ID number. This can be found using the GetSiteList method.
*This is required if the view is a site level only view.
ViewName String Required
Description This is a list of currently available views:

FilterType Decimal Required
Description Selects the type of filter to use in the search. Available filter values:

  • 0 – EqualTo
  • 1 – NotEqualTo
  • 2 – GreaterThan
  • 3 – GreaterThanEqualTo
  • 4 – LessThan
  • 5 – LessThanEqualTo
ParameterName String Required
Description Indicates the name of the parameter for which you wish to apply the filter. See the ViewName above for the available parameters.
ParameterValue String Required
Description Indicates the value of the parameter for which you wish to apply the filter.

Returns

Name DataType
GetDataViewResult DataTable
Description A data table that contains all rows meeting the filter parameters.

Example

We’ll assume you’ve got a web reference, let’s name it Store, in your Visual Studio project. At this point we need to create our objects. We’ll need the standard service object, a GetDataView request object that contains one or more ParameterValues object(s) and a DataTable object for the response. We can define and create those like this:

// Create a request and response objects
Store.GetDataView_Request request = new Store.GetDataView_Request();
Store.ParameterValues params1 = new Store.ParameterValues();
Store.ParameterValues params2 = new Store.ParameterValues();
System.Data.DataTable resp = new System.Data.DataTable();

Now we set up the parameters for our request. Each parameter you are filtering by should have a filter type (listed below), a parameter name which is the name of the field you wish to filter on (click on view names above for the list of available fields) and the value on which to filter.

//Add deposit request object
params1.FilterType = 3;
params1.ParameterName = "end_date";
params1.ParameterValue = DateTime.Today.AddDays(-30).ToString();

params2.FilterType = 5;
params2.ParameterName = "end_date";
params2.ParameterValue = DateTime.Today.ToString();;

request.OrgID = 123456;
request.SiteID = 123456;
request.ViewName = "move_out_list_v";
request.Parameters = new Store.ParameterValues[] { params1, params2};

Finally we can call the method and pass in the request object to retrieve our data table. It’s a good idea to do this in a Try Catch block.

// Call the method that will load the data
try
{
    resp = client.GetDataView(request);
}
catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

Note that if something goes wrong the service will respond with an exception. You’ll want to take a look at that message returned in that exception so it can be debugged.

For a full list of methods see SWS2 Methods.

Categories: API General, Reports, Search