How to Generate Financial Reports V 1.0

If you're a Building Manager with access to Documents and Financial reports on the Portal, you can  request financial reports for your building from the building profile or from the Documents screen.

Generate Financial Reports

You can can generate financial reports either from the Document Page or the Building Profile.

Financial Reports on the Building Profile

Click 'Financial Reports' under the building contacts

When the 'Financial Reports' window opens, select your Report types. You can run multiple reports at once

To generate the reports generally used for an Annual General Meeting (AGM) click the check box. This will automatically generate all of the financial reports generally presented at an AGM



The current date will be listed on the line below but can be changed if required.

Select 'Generate Report' to run the report.

To view a list of all recent reports that have been generated, click the 'Report List' tab. This will show the creation date, the date the report was generated, the Plan Number and the Report Type.

Request Reports from the Document page

Building Managers can also run reports from the Document Management System. To go to the Document Page in the portal, click the Documents Icon on the toolbar.



Requesting financial reports from the Documents page

From the Document page, select Request Reports From the seach bar. 

Complete your request as per the instructions above and  'Generate Report'. 

Note: Reports are sourced from Strata Master and may take up to a few minutes to download. The 'Financial Reports' window can be exited and returned to if needed.

For more information, please see Functions and Features of the Building Profile and Functions and Features of the Document Management System.

Building Managers should contact us with any further questions regarding this process.