Accounting - Standard Reports

Navigation: Reports 
Purpose: Defining the standard set of reports used for a specific Condo/Strata.

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The Condo Standard Reports feature allows Administrators to designate which reports make up the standard reports for their condominium(s), making them easier for everyone to find.

These are the reports Property Managers use most often and that are regularly reviewed by the Board as part of ongoing reporting.

To assign reports, hold Ctrl on your keyboard and click the ⭐ (star icon) next to each report you want included in the standard set.

• A filled star indicates the report is part of the condo’s standard reporting package
• An empty star indicates the report is not included

Once selected, a confirmation message will appear:

• “This report has been added to Condo-Standard Reports and is now available to all users.”
• (BC only) “This report has been added to Strata-Standard Reports and is now available to all users.”

The selected reports will be grouped and available in:

• Home → Condo-Standard Reports 
• Reports → Condo-Standard Reports 
  (See screenshots below for where Condo-Standard Reports display)

This ensures all users are aligned on the standard set of reports used for that condominium, improving consistency in reporting and board review.

NOTE:

• Only Administrators can add or remove Condo-Standard Reports
• Selected reports apply to the entire condominium (database-level) and are visible to all users
• Some report categories (e.g., folders or grouped reports) cannot be selected and will not display a star icon