Hi again, it’s Craig here, Resident’s Client Success Manager 👋
Hi again, it’s Craig here, Resident’s Client Success Manager 👋
We’re excited to introduce the new Director’s Report – a purpose-built feature within Resident designed to help not only you – but also for you to deliver detailed, easy-to-understand financial information directly to block Directors.
This report has been created to streamline communication and improve transparency, offering a professional, formatted summary of a block’s financials – including bank balances, leaseholder debt, outstanding invoices, and a clear breakdown of budget versus actuals. Whether you’re managing a single block or many, this report will help you provide Directors with the information they need in a clean, digestible format.
In the following two videos, we walk you (video 1) and your Directors (video 2) through exactly how to access and generate the Director’s Report. You’ll learn how to:
Navigate to the report within a block
Link it to a specific budget and financial period
Understand key elements like balances, client debt, and budget variances
Review schedule breakdowns and how they reflect your block’s financial performance
This feature is just one more way we’re making reporting and financial clarity simpler and more effective for property managers.
Resident's New Director's Report Overview
Resident's New Director's Report Overview
👇 Don’t forget to check out this second video, crafted specifically for Directors themselves – perfect for sharing directly with clients so they can understand how to use the new report with confidence.
