Financial reports
P&L, balance sheet, budget vs. actual, and the full ledger, straight from Accounting and Budget. It is HOA reporting software that reads the same books the treasurer does.
Every report, already built
HOA reporting software with every report already built.
Every report your board and auditors need, pulled live from dues, accounting, reserves, collections, violations and every other module. Filter the range, preview it on screen, then export to Excel or CSV. This HOA reporting software never builds a report from scratch.
Pulls from all 11 modules
One catalog instead of eleven separate export screens.
40+ reports, one catalog
Excel or CSV, instantly
What you can actually do
Every export screen from every module, in one catalog.
Instead of hunting through eleven modules for the right report, pick it from one list. These are the condo association reports a board is asked for most.
Compliance & legal reports
Delinquency, lien status, and attorney packets from Collections, plus violations and ARC exports.
Reserve fund reports
Funded percentage, 10-year forecasts, and board presentation decks, ready to go. Condo association reports for the reserve study need no rebuilding.
Operations reports
Work order costs, vendor performance, and SLA compliance from Maintenance and Vendors.
Membership reports
Homeowner rosters, autopay enrollment, and delinquency aging, from Dues and Members.
Governance reports
Meeting minutes archives, attendance and quorum logs, and election records from Board Meetings.
On-screen preview, always
Every report renders before export, so you confirm it's right before generating the file. HOA reporting software should never make you guess.
HOA audit report export in two formats
Excel (.xlsx) for detailed work, CSV for quick imports elsewhere, matched to what each report needs.
HOA board packet software, ready to go
Bundle exactly the reports your board needs for the next meeting, without touching every module. HOA board packet software means the packet assembles itself.
Every screen, in full
This is the actual module, tab by tab.
Not a highlight reel. Here's every tab your board will actually click on, and exactly what's in it.
Tab 1
Financial condo association reports, straight from the books
Everything your CPA, auditor or board treasurer would ask for, as condo association reports.
- P&L statement YTD income and expenses, formatted and ready to hand over.
- Balance sheet assets, liabilities, and equity, standard format.
- Budget vs. actual every category compared, over any date range.
- Full transaction ledger every entry, exported to XLSX for the full year.
Source module
Pulled fromAccounting & Budget
FormatsXLSX, CSV
Filter byDate range, category
Tab 2
Compliance & legal, documentation that holds up
Delinquency, liens, violations, and ARC, all exportable for legal review.
- Delinquency report every open account, PDF-ready, from Collections.
- Attorney packet a per-account dossier, ready to hand to counsel.
- Violations & ARC exports CSV, covering active cases, hearings, and decisions.
- Reserve study status and a compliance summary for the reserve fund.
Source modules
Pulled fromCollections, Violations, Reserve Fund
FormatsPDF, CSV
Use caseAttorney, auditor, board
Tab 3
Operations, what maintenance and vendors actually cost
Work orders, vendor performance, and SLA compliance, in one place.
- Work order cost summary by category, over any period.
- Vendor performance last 12 months, per vendor.
- SLA compliance response times against priority-level targets.
- Amenity utilization & revenue usage and fee income, from Amenity Reservations.
Source modules
Pulled fromMaintenance & Vendors, Amenities
FormatsCSV
Filter byCategory, vendor, date
Tab 4
Membership, who owes what and who's paid up
Rosters, autopay enrollment, and aging, straight from Dues.
- Homeowner roster every unit, owner, and contact on file.
- Collection summary current cycle billed vs. collected.
- Delinquency aging accounts broken down by how far overdue they are.
- Homeowner statements a CSV pack, ready to hand to any resident who asks.
Source module
Pulled fromDues & Payments
FormatsCSV
Filter byStatus, building
Tab 5
Governance, the official record, exported
Minutes, attendance and elections, from Board Meetings.
- Meeting minutes archive pulled from the Document Vault where they auto-archive.
- Election records ballots, timelines, and outcomes.
- Quorum & attendance log who was present at every meeting.
Source module
Pulled fromBoard Meetings & Agendas
FormatsXLSX, CSV
Use caseBoard record, audits
Tab 6
HOA audit report export and delivery, where it needs to go
Preview on screen, export the file, or send it straight to the board.
- On-screen preview confirm the data is right before generating anything.
- Excel or CSV matched automatically to what each report type needs.
- Email straight to the board several reports can skip the download and go directly to every director.
- Filter before export date range, building, category, or status, applied before the file generates.
Delivery options
PreviewAlways available
FormatsXLSX, CSV, PDF
Direct emailAvailable on key reports
Built for volunteer boards, not a reporting analyst
The report you need already exists. You just have to find it faster.
Every module already has its own export button. This is what happens when you put all of them in one catalog: HOA board packet software means building a packet doesn't require opening eleven screens.
✓
One place, not eleven. Every report from every module, in a single catalog.
✓
Live data, not a stale snapshot. Reports pull current numbers every time, never a cached export.
✓
Preview before you commit. See exactly what's in a report before generating the file.
✓
Built for whoever's asking. For an HOA audit report export, a board member or a delinquent homeowner's letter, the right format is already there.
Questions boards actually ask
HOA reporting software, the fine print
Straight answers before you get your board on a call.
Are these condo association reports a separate system I have to learn?+
No. It's the same live data already in Dues, Accounting, Reserves, Collections, Violations and every other module, pulled into one catalog so HOA board packet software never needs eleven screens.
Can I preview a report before exporting it?+
Yes, every report renders on screen first, filtered to the date range and scope you choose, so you confirm it's right before generating the file.
What formats does the HOA audit report export use?+
Excel (.xlsx) or CSV, depending on the report, matched to what your auditor, board, or an attorney letter actually needs. That is the HOA audit report export your auditor expects.
Can I build a report for a specific homeowner or case?+
Yes, several reports, like attorney packets and homeowner statements, are generated per-account, not just association-wide.
Do reports update automatically as new data comes in?+
Yes, every report pulls live from its source module, there's no separate reporting database that goes stale.
Eleven more modules
Reports is one part of the portal.
Ready when your board is
See HOA board packet software build your packet from live data.
We'll walk through the reports your board actually needs, including your HOA audit report export. About 20 minutes, no commitment.