Report Wizardry
These are the three ways to customize a report
What is filters, columns and grouping
This is what we call those who reside in a property/unit within an association
What is homeowners
Use this to generate a single report for multiple properties at once
What is Bulk Property Reports
Homeowners will submit these before making changes to their home
What is an architectural review
These are assigned to each residence within an association
What is a lockbox ID
This is the task used by CCS's to restore the default layout on a report
What is Restore Default Settings
This is a group of homeowners elected to enforce community rules and manage community funds
What is the Board of Directors
This is how customers can bulk generate Tenant Ledgers
What is New Tenant Letter with the Tenant Ledger as an attached report
These are the two groups that can approve architectural reviews
What is the Board of Directors and the Architectural Review Committee
This is where customers will add their bank credentials for partner banks
What is General Settings > Community Association Bank Settings
Search reports on the Reporting tab by these three things
What is name, description, or column
This task should be used to move in a new homeowner into the unit
What is 'Change Homeowner'
Use this on reports when a datapoint for that item is not available
What are Tags
This is used to easily identify when a follow up is needed on a violation, and you can filter for this when completing bulk follow ups
What is 'Marked for Escalation'
This is when customers should send validation files to their bank
What is when a homeowner changes or when first setting up lockbox
These are the two options when saving a report
What is 'Update this report template' and 'Make a copy of this report'
Use this to quickly add a new association (including units and homeowners) into the database
What is the import spreadsheet
Use these types of reports to view details of an entity all in one place
What are Directory Reports
Customers will need to add this to their associations in order to record a violation and enforce community standards
What are Rules and Regulations
These are sent in with lockbox payments so the bank knows where to attribute the money
What is a payment coupon
What is Report Builder
Customers should use this so their association shows a different company name and contact information
What is a portfolio
DAILY DOUBLE
Use this report to see move ins or move outs for a property
What is the Tenant Tickler
Customers will use this to record violations when they are on the go
What is the Mobile Violations Map
We partner with this third party that customers will commonly use for coupon books
What is SouthData