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

From the tabs listed atop the screen, click Summary Reports. Doing so opens the Summary Reports section where all summary reports are listed.

From the Summary Reports list, click Annual Financial Health Report. This report contains a snapshot of key insights including the financial condition, where the money is going, and what the future looks like.

It starts off with the Key Insights tile. This tile displays the Reserve Account Balance, Contributions to Reserves, and Anticipated Expenditures for this Year.

This is followed by the "What's the financial condition of your reserves" section. In view of the amount you hold in the bank, your expenses, and the time when those expenses are due, a percentage is displayed in this section. This percentage reflects your ability to pay replacement reserves.

This percentage is directly proportional to your ability to pay replacement reserves.

Next up is the "What's on the calendar for this year" section. Here, your projects for the current budget year that need replacement or maintenance are listed. Information is tabulated via a couple of columns that include Top Anticipated Expenditures and Replacement Costs.

This is followed by the "Where your money is going" section. Here, the projected expenditure is segregated into different categories. The results are displayed via a pie chart that shows a spend percentage each component will require.

A list of all components is displayed on the right side that acts as a legend to facilitate reading the pie chart.

Scrolling down further, you can see the "What does the future look like" section. This section includes the future projection of all 3 key insights. The projection is displayed via a bar chart.

A legend at the right side of the chart lets you identify each key insight on the basis of the bar color.

To edit the settings of the report, click the Edit Report Settings button displayed at the top-right corner.

This opens the Settings panel on the right side of the screen. Here, you can use the Select a Funding Plan dropdown to select the funding plan against which you want to generate the report. The options here include 2022 Approved Budget, Minimum Threshold, and Special Assessment.

Once the selections is made, click the Update Health Report button.

To generate the report in .PDF, click the View as PDF button displayed at the top-right corner of the screen.

Doing so downloads the report in a .PDF file.