Vantaca Home - Boards - Reports

Note: Vantaca Home is being actively upgraded. We will post updated videos when complete.

The Video below will briefly walk you through using Vantaca's Board Portal to View Association Reports. If you cannot access a report you think you should have access to, contact your system administrator to add the Settings > Role > Reports role security permission to your role.

Note: This video is meant to be shared with a wide audience. Due to the various configuration possibilities with Vantaca, your Boards may have a different experience than what is shown here. Please review your configuration before sharing this video with your board. 

Use the Share button on the video to share this video with your homeowners by copying the Vimeo link, or you can embed the video right into your Homeowner and Board Portal by clicking Share > Embed (</>) and then copying the provided Embed Code into a useful spot within your portal.

Troubleshooting
 

Q: How do I add additional reports that the board can access on the portal?

A: To add reports to the portal for board members:

1. Navigate to Settings > Roles
2. Search for the Board role
3. Click the caret to the left of the role name
4. Click the Reports tab
5. Locate the report you want to add
6. Click Edit
7. Select both View and Show Watermark in Portal
8. Click Save changes

Note: All board members with the Board Role assigned will have access to the linked reports.