Portals Tips: Portals Activity Reports and Budget Reports
The Owner and Committee Portals were given a big update in Version 11.5 of Strata Master. In this pair of tips, you’ll learn how to toggle the budget and levy schedule reports on your portals, as well as how to access the portal activity report.
The budget toggle is available for those managers who prefer not to share the budget on the portals until after it has been confirmed or approved at an AGM.
The Portal Activity Report is a great way to get some insight about which of your customers are using the Owner and Committee Portals, and what information is important to them.