What it's forStop assembling monthly committee reports by hand.
Who it's forStrata managers, portfolio managers and administrators.
Step by step
- Step 1: Build a reportReports › Report builder. Tick the Buildings (up to 50), choose the Month and Sections (Work orders, Planned maintenance and servicing, Inspections, Incidents, By-law breaches, Funds and levies). Press Build report to preview.
- Step 2: DownloadPrint or save as PDF, Word or Excel.
- Step 3: Schedule itPress Schedule a monthly report. Choose the Building, Name, Day of the month (1–28), sections, and tick Send to the committee (emails on the strata roll) and/or add other emails. Press Save schedule.
- Step 4: Manage schedulesThe schedules table shows Next send and Last sent, with Send now and Pause/Resume. The Send log shows Sent, Skipped or Failed.
Common problems
A schedule was Skipped.
The building has no committee emails and no other recipients. Add committee emails on the building's page in the strata roll (Contacts).
Previous and next follow the Reports section.