Custom Reports

Build any financial report you need

Drag-and-drop report builder
Scheduled report delivery
Excel export
Board packet integration
Setup Time
1 hour
Pricing
Included in Professional plan
Try Interactive Demo →

Key Features & Capabilities

Everything you need to streamline custom reports for your community

User-Friendly

Intuitive interface designed for board members and residents alike

Efficiency Boost

Automate repetitive tasks and save hours every week

Secure & Compliant

Bank-level security with full audit trails

Mobile Ready

Access from anywhere on any device

How It Works

1

Report Builder

Create reports without technical skills

  • Visual query builder
  • Pre-built templates
  • Custom calculations
  • Conditional formatting

The Impact of Custom Reports

85%
Time Saved
100%
Compliance Rate
24/7
Availability
5★
User Rating

Success Stories

See how communities like yours are benefiting

"I created all our monthly reports once and they run automatically."

Accountant
Verified User

Join 1,000+ satisfied communities

See more reviews →

Seamless Integrations

Custom Reports works perfectly with your existing tools

QuickBooks

Stripe

PayPal

Zoom

DocuSign

Google Workspace

See Custom Reports in Action

Watch a 2-minute demo to see how easy it is

Quick Demo: Custom Reports

2:45 • See key features and benefits

Frequently Asked Questions

Everything you need to know about Custom Reports

How quickly can I get started with Custom Reports?

Most communities are up and running within 1 hour. Our team handles the entire setup process for you.

Is training provided for board members and staff?

Yes! We provide comprehensive training sessions, video tutorials, and ongoing support to ensure everyone is comfortable using the system.

Can I import my existing data?

Absolutely. We offer free data migration services to transfer all your existing records, ensuring a smooth transition with no data loss.

What kind of support is available?

You get 24/7 email support, live chat during business hours, and priority phone support for urgent issues. Plus access to our extensive knowledge base.

Still have questions?

Contact our team →

Ready to Transform Your HOA Management?

Join thousands of communities already using HOA Site Forge