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Reserve Statements Report in TOPS [ONE]

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Description

The Reserve Statement is the financial summary of a Community's reserves. The report shows balances of accounts in the equity range with the account range name of "Reserves".

You can view this report on screen, or you can export it to print it. This guide will also give you instructions on how to schedule the report to be emailed to a recipient automatically. 

How to View/Export 

Starting from the main menu:

Click Reports and select Standard.

Click Reserve Statements or Reserve Statements w/Range report

  • Edit the Start Date, End Date, Cost Center, Sort, Export Format, if needed.
    • Start Date - Start of the date range for which balances are displayed
    • End Date - End date for the date range for which balances are displayed. 
    • Cost CenterSelect a specific cost center for this range (overrides the cost center selection in the options panel)
    • Sort - Arrange the report by your preference 

    • Export Format - Select the format to download the report to. 

If you made any changes, click  to see the changes in the balance sheet on screen or before exporting.

Once you're finished, click 

This will download the exported report to your default download folder.

 

 How to schedule a report

 Click  Schedule. This will display the scheduling options.

  • Schedule -Will let you email reports at a scheduled time, or as a one-time email. 

    • Frequency- How often you want the reports to automatically be sent. (Once, monthly, quarterly, etc.)
    • Permitted Days-pick which day you want the reports to run, if you don't want the report to run on a specific day, unselect those days.
    • Start Date- Select the day you want to start the scheduled reports
    • End Date- Select the date you want the scheduled reports to end. 
    • End Time- Select the time you want the reports to stop running. 
    • Recipient- Type in the email where you want the reports sent

Click Schedule at the bottom of the screen to save the scheduling process 

you can go to Automation to see this scheduled job

 

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