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Configure management reporting

You can select the type of reports that a group or association receives using the Group/Association Management Reporting page.

Navigation

  1. Search for the group or association that you want to view.

    The Group/Association Summary page displays.

  2. Click the Group/Association Management Reporting link.

    The Group/Association Management Reporting page displays.

  3. Click Edit.

Page: Group Management Reporting or Association Management Reporting

Configure management reporting

  1. Enter values for required fields and optional fields, as needed.
  2. Click Validate.

Page elements

Field name

Description

Requirement

Daily Management Control By Plan Report

Supports daily profitability reports by plan.

Optional field with no data entry required.

Daily Management Control Summary Report

Select from the drop down menu:

  • N-Not Available
  • M-Month-End
  • Y-Always

(MASD00 Reports)

Optional field with no data entry required.

Monthly Association Control Summary Report

Supports monthly Association report.

Optional field with no data entry required.

Monthly Association Control Summary Report

Supports monthly Association report by plan.

Optional field with no data entry required.

Monthly Management Control Summary Report

Supports monthly management report.

Optional field with no data entry required.

Monthly Management Control Summary Report

Supports monthly profitability reports by plan.

(MASM00 Reports)

Optional field with no data entry required.