Umanage’s reporting system and Portal integration makes it easy for Board members to review Account Notes for Delinquencies, ARC’s and Violations directly from the Community Portal. It’s easy to do and can be automated to keep your board members up to date. 


PART 1 - Create a Report Subscription -Report Subscriptions allow report parameters to be saved and scheduled for automatic upload to the Portal.


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



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



Step 3. On the Overview Tab, click the Parameters hyperlink and select the correct parameters to generate the report and notes you need. CLICK HERE for more information on setting up a Report Subscription. 

The following reports all include Notes. 

Delinquency

Delinquency Detail

Work Order Detail

Violation Detail

ARC- Includes Manager Notes


 Step 4. On the BP Associations Tab, select the Association(s) that will use this Report Subscription.



 Step 5.  Click the Save button to finalize.




PART 2 - Create Board Portal Report Group


The board portal report group determines where the report will appear.


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.


The Board will now be able to view the reports by clicking the Association Reports option from the Board Portal. For the example below I named the new Folder Weekly Account Notes.