The Reports feature generates board-ready financial and operational reports in seconds. From AR aging to budget variance, you get clean, professional documents for meetings, audits, and resident trans
The Reports feature generates board-ready financial and operational reports in seconds. From AR aging to budget variance, you get clean, professional documents for meetings, audits, and resident transparency.
Board members of HOA/condo communities.
Go to Board Portal → Reports and select from: AR Aging, Assessment Roll, Balance Sheet, Budget Report, Delinquency Report, or Income vs. Expense.
Pick your reporting period and apply filters like "All Units" or "Delinquent Only." Most reports default to the current fiscal year.
Click "Generate" to preview. Download as PDF for meetings or export as CSV for deeper analysis. You can also email reports directly to the board from here.
Q: The numbers do not match my bank statement. A: Reports pull from synced bank data and recorded transactions. If there is a mismatch, check for uncleared items or manual entries that have not been categorized yet.
Q: Can I create a custom report? A: Yes. Use the "Custom Report" builder to select your own fields, filters, and groupings. Save templates so you do not rebuild them every month.
Contact support at support@sanafai.com
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