The Association IQ dashboard shows a list of all associations within your organization including the Type of Association, the portfolios assigned to each, and the individual property count for each association.
Each Association Name, Nickname, or Code can be selected to see more details about an association's individual activity.
- Action Item Activity: The total number of action items, by type, that have been advanced or stepped. These can also include sending a message on the item. Note: The Action Item Activity will show the ten (10) Activity Types with the highest activity count in the graph at one time.
- Invoice Overview: The number of invoices received, number of invoices processed through the Complete Data Entry step, and average time those invoices spent in that entry step on the association level. Note: This will show as 0% if your associations do not use the Complete Data Entry step.
- Action Items Completed: The total number of action items, by type, that have been completed across the association.
- Open Service Requests: A list of service requests that have been open for longer than 48 hours. Tip: You can click the XN to open the Action Item in the Vantaca core application.
- Open Invoices: A list of invoices that have been open for longer than 48 hours. Tip: You can click the XN to open the Action Item in the Vantaca core application.
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