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πŸ“Š Admin Guide: Running Reports

How to generate and export various administrative reports.

Generate reports for board meetings, audits, and community management.

Available Reports

  • Resident List - All current residents

  • Address/Unit Report - Property information

  • ACC Summary - Request statistics

  • Violation Summary - Violation statistics

  • Election Results - Voting outcomes

  • Financial Reports - Income, expenses, balances

Running a Report

  1. Go to Admin β†’ Reports

  2. Select report type

  3. Set parameters (date range, filters)

  4. Click Generate

Export Options

  • PDF - For printing or sharing

  • CSV/Excel - For further analysis

  • On-screen - Quick viewing

Scheduled Reports

Some reports can be scheduled to run automatically:

  • Set frequency (weekly, monthly)

  • Choose recipients

  • Reports delivered by email

Best Practices

  • Run reports at consistent times for comparability

  • Archive important reports

  • Review before board meetings

  • Use filters to focus on relevant data

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