45 Products

In Perspective

Report Default Enhancements

In July we released an enhancement to our Report Defaults program for generating report packages. This means that you can set your default settings for your monthly financials, save them, then use these settings for future report generation. Instead of having to go into the reporting area of each module, you can just enter the reporting criteria in one place and viola, you have the board financial package, taking many steps out of the equation.

This can save you time, labor and expense on the monthly board financial package, and you do not need a file cabinet as the information is saved where you want it for access at a later time! Here is a breakown the new fatures:

• Report packages can now be merged into a single PDF document. This means that instead of a series of individual reports, you can now have your entire report package available to you in one single file.
• You may now arrange the order in which your reports are generated using the new "Report Order" feature. This will apply not only to the order in which reports print out of the printer, but also to the order in which they will be combined in a PDF for email or archival purposes.
• Report packages may be printed, saved, emailed, or exported to a TOPS Community Web Site.

The idea for this enhancement came from the many user groups held in 2006 and 2007. We listened, developed, and delivered this truly time saving function, and we have many more coming down the line.

The enhanced Report Defaults feature is now available for clients on a support plan to download from our Internet Updater! An automated conversion has been written for the Report Default settings, so you will not lose any report default packages you had previously created.

This article is the first in a series written from the perspective of my own experience as a manager and owner. Next month, I’ll write about our new lockbox enhancements released last month. Having used the lockbox function for more than sixteen years, I find this enhancement very exciting.

By: Bruce R. Gran, CMCA, AMS, PCAM

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