Prepare the annual report

1. 1Step 1: Go to Governance › Annual report (owners, admins, managers and board members).
2. 2Step 2: Pick the year. Only years with billing periods are listed.
3. 3Step 3: Press Write the report. Kelvo Nest collects the figures and drafts 4–8 paragraphs for owners in your organization's language.
4. 4Step 4: Read Figures for (year) and edit the Narrative for owners freely.
5. 5Step 5: Press Print for a print-ready report with the narrative and key figures.

Which figures

• Money: invoiced to owners, paid so far with the collection rate, payments received and costs by expense type (approved expenses only).
• Debt: net owed at the end of the year and unpaid amounts by age.
• Reserve fund: paid in, paid out and the closing balance.
• Maintenance: requests opened and completed, cost, average time to complete and top request types.
• Governance: meetings held and votes decided.
• Consumption per meter type compared with the year before.

• Regenerate writes a new narrative; if you edited it, you're asked first because your edits are lost.
• Without AI, press Collect the figures and write the narrative yourself; Refresh figures updates the numbers and keeps your text.
• There's one report per year.