Sending Weekly Status Reports
Sending Weekly Status Reports
Weekly Status reports are global reports, allowing you to send reports via email to all associations at the same time. Reports are sent as PDF attachments and includes the following information:
Open Board Action Items
Completed Board Action Items
Counts of Manager Action Items
Manager Action Items
Open Work Orders
To set up Weekly Status 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 Weekly Status Report checkbox.
Complete the following:
Generated at: Time the report is generated.
On: Day of the week 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.
Optional Custom Text: Additional text to display at the bottom of the report.
Click By Association.
On the Generate and Email By Association - Weekly 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.
On the Global Options screen, click Save.
NOTE: A Weekly Status report for a specific association can be manually created and viewed by selecting Reports > Portfolio Reports/Weekly Status Summary. If you are using universal navigation, click Insights > Reports > Portfolio Report.