The Board Packet, Already Written

What is open, what is overdue, and what needs a vote on Thursday.

A board-ready report per association, without a reporting afternoon per association.

The night before a board meeting should not be spent counting open violations in a spreadsheet. HOAware keeps a live dashboard of everything in motion and generates monthly and year-to-date reports on violations, architectural requests, inspections and finances — so the packet is a download rather than an evening.

Every association you manage reports the same way, on the same measures, from the same data the work is done in. Monthly and year-to-date board reports generate per community, and each user only sees the communities and modules their permissions cover.

Live dashboard Monthly & YTD CSV export
Board dashboard
March · 212 homes
18
Open violations
4
Overdue to cure
6
ACC in review
2
Awaiting board vote
Open violations by type
Landscaping7
Trash storage5
Parking3
Exterior paint2
Fencing1
Illustration of the dashboard layout. Figures are examples, not a customer’s data.

Why Boards Fly Blind

Not for lack of data. Because the data is in four places and none of them agree.

The report is a retyping job

Somebody counts rows in a spreadsheet, copies figures into a document, and formats it. It takes an evening a month, it is stale by the meeting, and it stops happening the month that volunteer is busy.

No two months compare

When each report is assembled by hand, the categories move. You cannot tell whether landscaping violations are up or whether somebody counted them differently, which makes a trend impossible to act on.

What is waiting is invisible

The useful question is not how many violations exist. It is which ones are overdue to cure, which requests are waiting on the board, and what has sat untouched for sixty days. That is the list nobody keeps.

Reports That Come From the Work

Nothing is entered twice. The numbers are the records, counted.

1
The dashboard is always current

Open violations, overdue cure dates, architectural requests by status, inspections due, outstanding balances. It reflects what happened this morning, because it is reading the same records the work is done in.

2
Monthly and year-to-date packets

Board reports generate for the month and for the year so far, covering violations, architectural review, inspections and financials. The same measures every month, so a trend is a trend.

3
Each member sees their own scope

Reports respect permission levels. An architectural committee member gets the architectural picture; a treasurer gets the financial one. Nobody has to be a full admin to be useful.

4
Export when you need the raw rows

Violations and long-term or recurring cases export to CSV, for the attorney, the auditor, or the board member who prefers a spreadsheet.

Find anything

Type-ahead search across residents, properties, violations, architectural requests and invoices. Answer a question in the meeting instead of after it.

Repeat offenders

Recurring and long-term violation views surface the properties that come back, which is the pattern a one-month report hides.

Community map

See where issues cluster. A street with six open violations is a different conversation from six scattered across the community.

Audit log

Sensitive actions are logged with who and when, so a question about a past decision has an answer that does not depend on memory.

Questions boards ask

Can we hand the report straight to homeowners?

The monthly and year-to-date reports are built to be read by a board, so check what is in one before circulating it — violation reporting names properties. Announcements are the better channel for telling the community what the board decided.

Does it replace our accountant?

No. Financial reporting here covers what HOAware knows: invoices raised, payments taken, balances outstanding. Reserve studies, tax filing and audited statements stay with whoever does them today.

We manage several associations. Is it one report or many?

One per association, on the same measures, from one login. The data stays separated by community, so a report never mixes two boards together.

What about history from before we started?

Existing violations and architectural requests can be entered with their real dates, so the year-to-date figures reflect the year rather than the time since go-live. It is worth deciding up front how far back you want to go.

See your next board packet

Tell us what is on your agenda and we will show you where each of those numbers comes from.

Related Features

Works great with

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