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Portfolio and the AGM pack

Every scheme side by side, sorted by risk, and a one-click printable report for each.

Reports 3 minProOpen in StrataWorx
Recorded in StrataWorx with test data. Captions are on; the steps below say the same.
What it's forSee which buildings need attention first, and produce a one-page summary for the AGM pack, an audit or an owner's records request.
Who it's forStrata managers, portfolio managers, administrators and auditors.

Step by step

  1. Step 1: Open PortfolioReports › Portfolio. Figures: Schemes, Open and Overdue work orders, Compliance overdue, Arrears owing, Open incidents and Services overdue.
  2. Step 2: Filter and sortUse All schemes or Mine only, search by plan or suburb, pick a portfolio manager and a date range. Sort by Most at risk first, overdue work orders, arrears, next AGM and more.
  3. Step 3: Open the AGM packPress AGM pack on a row: the Report builder opens with that building and the AGM pack template. Choose 12, 24 or 36 months. It covers particulars and insurance, funds and budget, arrears, compliance, work orders, assets, inspections, incidents, resolutions, meetings and contractors; untick any section you don't want.
  4. Step 4: Print or savePress Print or save as PDF, or download Word or Excel, for the AGM or a records request.
  5. Step 5: ExportExport CSV downloads the portfolio table (needs the export permission).

Related guides

Report builder and scheduled committee reportsAnalyticsInsights and building health

Previous and next follow the Reports section.