Internal · Manager Report Auto-Generator
Admin · Manual · Manager Report

Manager Report Auto-Generator

Pulls live AppFolio data + workflow status into the manual-approved Manager Report template. Generates BOD version (with supporting docs) and Homeowner version (without). Saves to Drive on send.

AppFolio syncLast pull 03:14 today · 4,512 rows
Drive index412 files indexed
Open work orders22 across portfolio
Active delinquencies38 owners flagged

Manager Report

Plaza Tower Condominium Association
Period ending: April 30, 2026 · Report completed by: Melissa Lopez · BOD version

Summary

April was a steady operational month for Plaza Tower. The community received its 2026 budget approval mailing on schedule, two onboarding welcome packets were completed, and one new estoppel order was processed. Mid-cycle reserve study check is queued for May. SIRS / milestone inspection status check was escalated and is being addressed this week. Front-desk staffing is at full capacity.

Meetings Attended / Hosted

  • April 9: Plaza Tower BOD meeting (monthly)
  • April 16: Plaza Tower Master Association coordination call
  • April 23: Q1 financial review with Treasurer (Marcus Lopez)

Completed / Ongoing Projects

  • Annual fire inspection — completed April 14 by Tallahassee Fire Marshal. Two minor sprinkler-head replacements identified; vendor scheduled.
  • 2026 budget approval mailing — sent April 22 via Page-per-Page (183 pieces, est. delivery May 1–3).
  • Pool service re-bid — RFPs sent to 3 vendors; quotes due May 5.
  • Lobby paint touch-up — scheduled May 8.

Reports Provided to the Board of Directors

Violations Report

Management sends violations per the Association's Rules & Regulations and direction of the Board of Directors. A detailed report was provided to the Board of Directors.

There were a total of 4 violations sent to owners in the community.

2Continuing · in cure
1VRC hearing pending
1Fined · daily accruing

Work Orders Report

Management has provided a work order report to the Board of Directors that consists of work orders received from owners and created by Management.

There were a total of 14 work orders received of which 9 were completed and 5 are pending or in waiting status for completion.

9Completed
3In progress
2Awaiting parts / vendor

Delinquencies & Collections

Management has provided a detailed report of the receivables/delinquencies to the Board of Directors. An owner finds themselves in the collection process after non-payment of their dues.

NOLAs (Notice of Late Assessments): are sent to owners when they are 60 days delinquent and based on the frequency payment structure for the community. There were a total of 2 NOLAs sent in this past period.

Units Sent to Collections: An owner is sent to collections with the Association's legal counsel after not paying their balance in full within 30 days from receiving a NOLA. There were a total of 0 units sent to Collections with Legal Counsel this period.

Funds Received from Collections: The total amount received from collections as of this reporting period is $0.00. Year-to-date Plaza Tower has received $0 from legal counsel; portfolio-wide $4,217.

Images of Completed Projects and Observations

[Photo placeholders · auto-attached from Drive: Plaza Tower / Manager Report / 2026.04 / Photos /]

BOD version · supporting documents attached: violation log, work-order detail report, AR aging summary, collections legal-status notes.

What's auto-pulled vs manager-edited

Auto · AppFolio

Numbers + status counts

Violations totals · work-order counts · NOLAs sent · collection totals · funds received YTD · AR aging buckets. All pulled from the nightly AppFolio sync.

Auto · Drive

Photos + supporting docs

Photos in Manager Report / YYYY.MM / Photos / auto-attach. Violation log + work-order detail PDFs auto-attach for the BOD version. Homeowner version excludes them.

Auto · Calendars

Meetings attended

Pulled from Google Calendar entries with property in title. Manager confirms / edits before send.

Manager edits

Summary + projects narrative

The Summary paragraph and Projects section are drafted by AI from work-order + calendar data, then reviewed/edited by the manager before send. Style stays consistent with the manual template.

Auto · save

Drive paths on send

BOD versionManager's Report / YYYY.MM / BOD / Plaza Tower YYYY.MM Manager Report.pdf
Homeowner versionManager's Report / YYYY.MM / Homeowner / ...

Auto · email

Send via AppFolio

BOD version → BOD Shared Documents tab + email to BOD members. Homeowner version → Shared Documents tab + bulk email to membership. Subject line + body match the template in §VI of the manual.

Cadence reminders. Per Ops Manual §VI: monthly meeting frequency = report due by the 15th of each month or at least 1 week prior to the monthly board meeting. Quarterly cadence = due by the 15th of the end of the quarter. Calendar reminders fire automatically (notification settings: Manager Report due reminder).