• All reports have an updated design with a cleaner presentation & improved user experience
  • Workspace reporting – ability to run various reports across a portfolio of properties
  • The activity report has been completely redesigned to function more like a report – and now¬† includes features like various filtering options, paging & exporting.
  • Property list page now allows for filtering by property type (Condo, High-Rise, PUD, etc…)
  • Option to hide non-reserve components on the component photos & details report


  • New confirmation message when editing & saving property details
  • Notes & history section of the component details page now uses the full page width to allow for better readability
  • Added property name to the filename of all exported report files (PDFs, Excel, etc)
  • Added 100% Funded in 10 years as a default canned report for Hawaii properties

Bug Fixes

  • Save property details removes profile image
  • Admin invites section not correctly displaying all of the invited users properties
  • Forward planning assumptions for future fiscal years