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How to Generate Minimum Threshold Funding Plan Report?

Learn how you can extract the minimum threshold report using SmartProperty

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Written by Pam Winslow
Updated over 2 years ago

The Minimum Threshold Report displays a minimal funding model for 30 years that does not allow the year-end balance to go below the threshold amount. Threshold is set to 5% of current replacement cost. Moving further, let us take a look at how it is generated.

SmartProperty > Left-Hand Menu > Reports

Follow the above-mentioned workflow to land on the Reports module.

From the tabs listed atop the screen, click Funding Analysis. This displays all the reports that fall in the funding analysis category.

From the list of reports, click Minimum Threshold. Doing so opens the minimum threshold report.

In this report, a graph is displayed in which Ending Reserve Balance is mapped against Years. Key metrics are displayed via color-coded bars where the green bar reflects Total Reserve Funds, anticipated expenditures are represented via a blue-colored bar, and black color represents ending reserve balance.

In addition, hovering over a bar reveals a tooltip in which amount for the specific metric for the selected year is displayed.

Scrolling down further, the stats of the bar graph are displayed in tabular form. Information for each year is tabulated via various columns that include Year, Annual Reserve Contributions, Monthly Reserve Contributions(Avg. Per Unit), Starting Reserve Balance, Interest Earned, Total Reserve Funds, Anticipated Expenditures, Ending Reserve Balance, Fully Funded Reserve Balance, and Percent Funded.


In addition, the threshold is displayed at the top-right corner.

Edit Report Settings

To edit the settings of the report, click the Edit Report Settings button from the top-right corner of the screen. Doing so opens a panel on the right side of the screen.

Here, use the Report Data Source dropdown to choose the data source for the report. You can choose between Display Latest and Display Original.

Moving further, choose the columns you want to display on the report by marking the checkbox(s) alongside the required columns. Once the selections are made, click the Save Report Settings button.

Report Generation

To generate the report in a .PDF file, click the View As PDF button located at the top-right corner of the screen.






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