Reports¶
Understand the LRS report your analyst prepares, and run the recurring project and portfolio reports available to you.
Articles¶
- Generate a Project Status Report for a reporting period (in Projects)
- Generate and export a report
- Generate the Reserve Funding Disclosure Report
- How do I make my reserve study match my approved Funding Plan? (in Financial Management)
- Read the Reserve Allocation Report
- Read the Reserve Analysis Report
- See projected spending by category, year by year
- Why your project cost is missing from the reserves cash flow (in Projects)
Frequently asked questions¶
How do I View Anticipated Expenditure Report?
Select Reports in the left navigation, then the Components Analysis tab, then Anticipated Expenditures. This opens a chart of anticipated expenditures by year above a table that lists each component under the year it is expected to be replaced, with its category, current replacement cost, and anticipated expenditure amount, plus a total for each year. Select Filters to narrow the report by category, location, component type, tag, or information source. Select View As PDF or Export to Excel to produce a copy of what you see. See Generate and export a report for the other controls available on every report.
How do I View Component Inventory Report?
Select Reports in the left navigation, then open the Components Analysis tab and select Component Inventory. The report opens for your current fiscal year, listing every component by category with its useful life, remaining useful life, unit price, quantity, current replacement cost, and anticipated expenditures, along with a chart of replacement cost by category. Select Filters to narrow it to specific categories, locations, or component types, or select View As PDF or Export to Excel to generate a document. You can also open it directly from the View Component Inventory Report link under Where your money is going on your property Dashboard.
How do I View Percent Funded Report?
Select Reports in the left navigation, then open the Components Analysis tab and select Percent Funded Analysis. The report opens for your current fiscal year, showing your overall percent funded figure at the top and, for every component, its useful life, remaining useful life, current replacement cost, starting reserve balance, and the reserve balance and contribution needed to reach full funding, grouped by category with totals at the bottom. Select Edit Report Settings to choose whether reserves are distributed equally across components or weighted by remaining useful life, then select View As PDF or Export to Excel to generate a document. You can also open it directly from the View Percent Funded Report link under What's the financial condition of your reserves? on your Dashboard.