Generate clear, up-to-date and action oriented property management reports for condominium board directors using Managemate’s new PDF Management Report Generator.
We know how important it is to report on a manager’s progress and summarize ongoing work, in order to get quick and informed decisions from condo boards. Traditionally, managers had no choice but to comb through the work they performed since their last management report, then write reports manually in a Word document, which is then printed to paper or printed to PDF.
By leveraging project and files saved in their Managemate account, along with the updates a manager has provided to their board, Managemate generates a professionally styled property management report in PDF file format, in one-click. Say hello to simple and automated report generation.
Everything starts with preparing the activities that will be included in the report:
In the Tags field, in the activity popup, select one of the four available tags that are added to the Management Report:
Highlights upcoming activities that require strategic discussions, with detailed scopes, schedules, responsible persons, and attached documents.
Summarizes ongoing initiatives for quick board approval, including projects awaiting final authorization or additional actions.
Keeps the board informed about essential day-to-day management activities, providing transparency without overwhelming them with too much detail.
Tracks delayed or postponed tasks, enabling easy monitoring and rescheduling.
Activities marked as complete will automatically be added to the report in the Completed section, highlighting progress made, resolved issues, and completed tasks.
In Managemate, you can link important documents related to each activity. Links to these documents will automatically be included in the Management Report.
Then, use the Status Updates section to record important information about each activity’s progress.
The latest update for each activity in the reporting period will be displayed in the Management Report.
