Reports Generation
Board books, owner packages, lender covenants, and operator reviews generated from the live record.
Capabilities
- Operator & owner packages — Monthly and quarterly packages with operating, clinical, and financial sections.
- Multi-entity rollups — Property, entity, fund, and portfolio rollups with intercompany handled.
- Scheduled distribution — Schedule, deliver, and track openings for owners and lenders.
- Lender covenant packs — Covenant calculations and supporting evidence packaged for lender review.
- Custom templates — Template library by owner, lender, and use case.
- Audit & evidence — Every figure traceable to the underlying operating record.
How it works
- Choose the template — Owner, lender, board, or custom template.
- Pull the period — Live record assembled for the reporting period.
- Review & approve — Reviewer workflow with comments and sign-off.
- Distribute & track — Scheduled delivery with read receipts.
Integration facts
- Module — Reporting
- Tier — Tier 1 · Production
- Formats — PDF · XLSX · Web
- Cadence — On-demand + scheduled
https://seniorcre.com/features/reports-generation