Sending Monthly Management Reports
Sending Monthly Management Reports
You can configure the Monthly Management report and Weekly Status report to send automatically . Reports are sent as PDF attachments and includes the following information:
Property Information
Financial Summary
Collections Status Information
Upcoming Management Plan Items
Current Open Board Actions Items
Manager Action Items
Board Member Terms Expiring in next 90 days
To set up Monthly Management reports:
Select Setup > Portfolio Management. If you are using universal navigation, click Associations > Setup > Portfolio Management.
In the Automatic Report Options section of the Global Options screen, select the checkbox to the left of Monthly Management Report checkbox.
Complete the following:
Generated at: Time the report is generated.
On: Day of the month the report is generated.
and Email: How the report will be generated, Automatically or Manually.
Exclude Internal Items: Excludes items with the Internal checkbox selected.
Include Committee Members: When enabled, the report will include committee members and their term expiration dates. Board and committee members are maintained in the Directory tab of the Setup > Association Setup / Association Information screen. If you are using universal navigation, click Associations > Associations > View All.
Optional Custom Text: Additional text to display at the bottom of the report.
Click By Association.
On the Generate and Email By Association - Monthly Report popup, complete the following and click Save:
Filter: If needed, use the field to locate a specific association(s).
Generate: Select the associations for which reports should be generated. You can select the Generate checkbox in the green bar to select all associations.
Email Automatically: Select the associations that should be automatically emailed the reports. You can select the Email Automatically checkbox in the green bar to select all associations.
Phone Number: Select the phone number to show on the report.
Bank Reserve Flag Location: Select if the reserve balance that is shown on the report comes from the Banking > Bank Account screen or the Accounting > Chart Of Accounts screen. If you are using universal navigation, click Accounting > Settings > Bank Accounts. If you are using universal navigation, click Accounting > Settings > Chart Of Accounts.
On the Global Options screen, click Save.
NOTE: A Monthly Management Summary report for a specific association can be manually created and viewed by selecting Reports > Portfolio Reports/ Monthly Management Summary. If you are using universal navigation, click Insights > Reports > Portfolio Reports.