Learn how to set up the Client Activity Report for quick consistent Board Reporting. 


The Client Activity Report, or CAR for short, is a customized, comprehensive report that can be generated on a regular basis to provide information to your client’s Boards of Directors. Before the report can be run, some setup is required. 


  • Add to Board Portal - This will add a menu item to the Board Portal that allows Board members to access the published report. 


  • Report Formatting- This is done at the Firm level and allows you to add a logo to the report and select a color combination. 


  • 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. 


Add the CAR to the Board Portal- 


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


Step 2. Make sure the Management Summary Report row is enabled. 

Step 3. Review the settings and make any necessary changes.


  • Display- Use the drop down menu to select where the menu item will be displayed. 

    • Menu- The item will appear on the left side of the portal page. 

    • Dashboard- The item will appear on the Board member Dashboard. 

  • Menu Title- Enter a Title for the Menu item, to appear on the button. 

  • Page Title- Enter a Title for the Page.

  • Edit- Edit to use the text editor to format the text on the menu item. 

  • Specific Communities- Check to assign to selected communities. 

  • Community Permissions- Use the window list of Associations to assign selected communities. 



Report Formatting- This is done at the Firm level to allow all reports for all of your managed communities to maintain a cohesive look. 


Step 1. Navigate to Firm > Manage Firm 


Step 2. Select the Reporting Tab. 

  

Step 3. Complete the Client Activity Report section. 


  • Summary Report Logo- Upload your company logo here, or a logo of your choice. 

  • Menu Rollover Color- Select a color to appear when your mouse highlights a menu selection on the report. 

  • Background Color- Select a background color for the outer edges of the report. 

  • Background Image for Report- Select a background image for the outer edges of the report. 

NOTE- If you select a background image it will repeatedly tile to cover the background and will override any solid color selection. 

 

Step 4. Click the Save button to finalize.



CAR Template


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


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

 

Step 3. Select Add Template from the Page Actions drop down menu.


 


Step 4. Complete the Template window. 


  • Title- Enter a Title for the new report. 

  • Body- Add additional text and information, and use the built in text editor to format it, if needed. 

 

Step 5. Click the Save button to finalize.



CAR Sections - Sections are used to create headers or categories that make the report easier to navigate and reference. Sections are set up at the Firm level, and then assigned to Associations, as needed. 

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


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


Step 2. Select Add Template from the Page Actions drop down menu. 

  

Step 3. Complete the Client Activity Report Section window. 


  • Title- Enter a Title for the Sections. This title will not appear on the report. 

  • Tab Title- Enter a Tab Title for the Report. This title will appear on the report. 

  • Description- Enter additional details describing the section, if needed. 

  • Template- Select the correct CAR Template from the drop down menu. 

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

  • Subscriptions- Select any Report Subscriptions that need to be added to the report from the drop down menu.

 

  • Notes- Check boxes for all Notes you would like to appear on the report.

  • Documents- Check boxes for all Documents you would like to appear on the report. 

Step 4. Click the Save button to finalize, or the Save Add button to add more records.