Skip to main content

πŸ“Š Admin Guide: Financial Reports

How to run and understand financial reports in Vlge.

Financial Reports (Admin Guide)

Vlge provides various financial reports for community management.

Available Reports

  • Income Statement - Revenue and expenses

  • Balance Sheet - Assets and liabilities

  • Aging Report - Overdue assessments

  • Budget vs. Actual - Compare to budget

  • Transaction History - All transactions

Running a Report

  1. Go to Admin β†’ Financials β†’ Reports

  2. Select report type

  3. Choose date range or a preselected time period

  4. Generate report

Report Formats

  • On-Screen - View in browser

  • PDF - Print or share

  • CSV/Excel - For further analysis

Common Uses

  • Board Meetings - Financial summary reports

  • Collections - Aging reports for delinquencies

  • Budgeting - Year-to-date vs. budget

  • Audits - Transaction detail reports

Tips

  • Run reports at month-end consistently

  • Compare to prior periods

  • Investigate significant variances

  • Archive reports for records


πŸ“‘ Report Examples

πŸ‘‰ Budget vs Actual

πŸ‘‰ Income Statement

πŸ‘‰ Balance Sheet

πŸ‘‰ Cash Flow Statement

Looking for more help? Just ask!

Did this answer your question?