Learn how to make Reports accessible through the Board Portal. 


Publishing uManage reports to the board portal consists of the following steps:


Part 1. Create a Report Subscription via Reports > Manage Report Subscriptions


Part 2. Add the subscription to a board portal reporting group Portals > Board Portals > Board Portal Report Group


Part 3. Update the Board Portal to enable Reporting. 

PART 1 - Select a Report Subscription


Report Subscriptions allow specific report parameters to be saved and automatically emailed to selected recipients, included in packages of multiple reports and posted to the Board Portal for easy access to updated reports. Subscriptions and Packages can be limited by Association and by recipients in order to customize your requirements. 


Step 1. Navigate to Reports > Manage Report Subscriptions and select the Add Item button.



Or use the Search Filters to locate an existing Report Subscription to add to the Board Portal. 



Step 2. On the Overview Tab, make sure the box for Board Portal is checked.



Step 3. On the BP Associations Tab, select the Association(s) that will use this Report Subscription and use the left arrow to move them to the selected pane.



CLICK HERE for more information for step by step instructions on how to create a New Report Subscription. 


PART 2 - Create Board Portal Report Group


The board portal report group determines the location where the report will appear, and allows for multiple reports to be grouped under a report heading.  


Step 1. Navigate to Portal > Board Portal  > Manage Board Portal Report Group and click the Add Group button on the right hand side. 


 

Step 2. Complete the Board Portal Report Group window. 


  • Title- Enter a Title for the Report Group. 

  

  • Show on Board Menu - This option displays the report group as a menu item on the board portal menu with each report within the group as a sub-menu item. 


  • Show on Board Report Page - This option includes the report group and its related reports on the Board Report Page.  This page shows the reports along with the corresponding report descriptions. 


  • Report Subscriptions- Select all report Subscriptions to appear in this Report Group from the drop down menu. 


Step 3. Click the Save button to finalize, or the Save Add button to create another Report Group.


PART 3 - Enable Board Reporting on the Portal


This step will link the Folder created in Part 2, to folders on the Board Portal, allowing Board members to access reports from the Portal. 


Step 1. Navigate to Portals > Board Portal > Manage Board Portal Features. 

 

Step 2. Click the Community Permissions hyperlink for Board Reporting. 


 

Step 3. Move the Association for the correct Community Portal from the Available Communities window, to the Current Communities window. 


 


Step 4. Click the Save button to finalize your changes.


Now that setup is complete, you will see the following options available on the Community Board Portal.