Solving Problems with the Client Activity Report
The Client Activity Report is a robust, customizable reporting tool that enables management companies to produce monthly Board Packages that are consistent and complete, allows multiple users to work simultaneously, and are easy to publish and maintain for future reference.
Learn how this powerful and versatile tool can assist you in meeting your client reporting needs.
Consistency in Reporting- Consistent, clear, dependable reporting creates confidence in your Boards and provides an efficient reference source for Board members and staff. The CAR allows you to create a comprehensive structure, with consistent formatting and branding for your monthly Board reporting. This allows your Firm to transition a community from one property manager to another seamlessly.
Multiple Users- Sometimes multiple employees may provide input for monthly reports, such as Accounts Payable, Accounting and Inspection staff. Depending on the availability of these staff members, it can be challenging to make sure information is up to date and ready to be presented to the Board. The CAR module allows multiple users to update information and provide reporting data simultaneously, and even to mark their own sections as complete.
Third Party Reports- Some vendors and outside Users may submit reporting on a regular basis, such as Attorney’s and committee members. The CAR allows outside reports to be attached as part of the report package.
Electronic and Paper Option- When the CAR has been completed and Published, it uploads automatically to the Board Portal. This allows Board members to access the report remotely. For those Board members who prefer to use a paper copy, a print option is available. This allows the manager to print the report, without the need to organize and compile sections.
How Does it Work?
The CAR is a custom designed template that allows Users to add reports and other documents to predefined sections. Each section can include as many reports or report subscriptions as needed. Everything is uploaded as defined, so it maintains the same structure from month to month and among users.
The report is then published to the Board Portal where it can be accessed by Board Members and is maintained for future reference.
Learn More in the Knowledge Base
Client Activity Report (CAR) Setup
Reports III- Client Activity Report