MI

Reports

Reports available
24
8 scheduled, 16 on demand
Delivered this month
412
to committees and managers
Scheduled and failing
0
last 12 months
Owner-visible reports
6
published to the portal

Report library

Scheduled reports run whether or not anybody asks
A report nobody has to remember to run is a report that gets read. The four compliance reports are the ones that would otherwise be produced the week before an audit, from memory.
FilterAllFinanceComplianceBusinessOwner-visible
ReportCategoryScheduleLast runGoes toStatus
Arrears by schemeFinanceEvery Monday 07:0024 Aug 2026Committee & managersScheduled
Trust account reconciliationFinanceMonthly, 1st01 Aug 2026Trust accountant, auditorScheduled
Insurance expiry, 90 daysComplianceEvery Monday 07:0024 Aug 2026ManagersScheduled
Statutory meetings dueComplianceMonthly, 1st01 Aug 2026ManagersScheduled
Levy collection by quarterFinanceOn demand19 Aug 2026DirectorsManual
Management agreement expiriesBusinessMonthly, 1st01 Aug 2026DirectorsScheduled
Portal uptake by schemeBusinessOn demand11 Aug 2026DirectorsManual
Capital works fund vs 10-year planFinanceQuarterly01 Jul 2026CommitteeScheduled
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