Reports > Client Activity Report > Manage Client Activity Report


Use this page to create and manage the Client Activity Report.

The Client Activity Report provides quick, concise reporting of the activity within a community across all major areas of management and accounting. The CAR feature allows you to create a consistent look and content across all communities, to include report Subscriptions, Owner notes and documents, Work Orders, Resident Requests and even outside reporting such Attorney collection reports. All of this can then be uploaded to the Portal to allow Board members the opportunity to review the report prior to meetings and refer to it during meetings. 


Prior to running the Client Activity Report for the first time, some set up is required. 


  • Report Formatting- Make formatting changes and add a logo to the report, if needed.


  • CAR Template - The template is the primary structure of the report. 


  • CAR Sections - Sections are used to create categories in the report to make it easier to compile and navigate. Sections are assigned to every Association that may need to use them when created, but can be deleted when the report is compiled. 

NOTE- When a new template is created, all assigned sections will appear on the new template. 


How to Run the Client Activity Report 


PART 1


Once the Template and Sections have been created, you can begin to run and compile the various reports to be included.


Step 1. Navigate to Reports > Client Activity Report > Manage Client Activity Report.


Step 2. Select Add Client Activity Report from the Page Actions drop down menu. 



Step 3. Complete the Client Activity Report window. 


  • Association- Select the correct Association from the drop down menu.

  • Title- Enter a Title for the report. 

  • Date- Enter a Date for the report. This will help identify the report, if it is one that is run on a regular basis, for example, a monthly Board Package. 

  • Published- Check this box to publish the report to the Portal. This will appear in the Management Summary Report Tab on the Portal.




Step 4. Click the Save button to finalize the report.


PART 2


Step 1. Return to the Manage Client Activity Report page. 

 

Step 2. Click the Manage Section hyperlink. 

  


Step 3. Click the Pencil icon to edit the Section. 


 

Step 4. Complete the Section window. 


CAR Section- Overview


  • Association- This field will automatically fill. 

  • Overview- Use this area to enter a Header or Title, or additional text. You can use the built in Text Editor to add formatting, if needed. See Sample 1 below to see how this section can be used. 

  • Period- This field will automatically fill. 

  • Section- This field will automatically fill. 

  • Show- This box will default to Show, but can be clicked off if the Section isn’t needed for the report. For example, if there were no ARC Requests in the prior month, the ARC Section can be removed from the CAR by unchecking this box. 

  • Complete- Check the box when this Section is complete. 

 

Step 1. Click the Add Item hyperlilnk to add a list of files to the top of the report. See Sample 2 below.


 


Step 2. Enter a Title and Description for the item you are adding. You can add as many items as needed to each section. 


  


Step 3. Click the Save button to finalize.



Step 4. Click the Add File hyperlink. 


 


Step 5. Complete the Section File, if applicable. This allows you to upload files to the report. 


NOTE- The Show in PSF Viewer checkbox allows your uploaded files to be displayed when the report is opened. If this box is unchecked, the User will need to click a link to open the file.

 



Step 6.Click the Save button to finalize.



PART 3


Publish 


Sample 1- Use this section to add a formatted Title or information, if needed. 



Sample 2 - Use this section to create a list and Description of Files in the Section, if needed.