The Special Assessment report represents a variable annual increase funding model.
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 Special Assessment. Doing so opens the Special Assessment Report.
As per the model, an assessment is displayed at the top of the screen with the same bar graph as the one displayed in the Minimum Threshold report.
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 Duration, Rate of Annual Reserve Contribution Increases, and amount for Additional Funds to Reserves are also displayed in the table.
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.
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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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