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 Plan Summary Report. This report displays a comparison of multiple funding plan options.

The report starts off with a summary of funding plans. All funding plans are tabulated via a number of columns that include Funding Plans, Annual Reserve Contributions, Monthly Reserve Contributions (Avg. Per Unit), Will Meet All Anticipated Expenditure During Next 30 Years, 1st Year of Reserve Deficit (if Applicable), Average Reserve Balance Over 30 Years, and Average Percent Funded Over 30 Years.

This is followed by a graph in which Ending Reserve Balance for all funding plans are mapped against the Years.

Hovering over any point reveals a tooltip that displays the ending reserve balance for all plans at the selected time interval.

This is followed by the Special Assessment in which Ending Reserve Balance is mapped against Years to display the stats for Total Reserve Funds, Anticipated Expenditure, and Ending Reserve Balance.

At the end is the details reflected in the map 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.

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

This opens the Settings panel. Here, use the Report Data Source dropdown to select the data source for the report.

Mark the checkbox(s) for the columns you want to be included on the report.
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Once the selections are made, click the Save Report Settings button.

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