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Admin·2 min read·Updated May 18, 2026

Compliance reports

A per-property scoreboard. open violations, pending architectural reviews, dues balance, estoppel coverage. One row per property, color-coded by standing, exportable to CSV for board packets.

On this page

What it aggregates

The page reads the property roster and joins in the per-property counts that matter for HOA standing: open or notice-sent violations, submitted or under-review architectural requests, the dues balance (computed from the ledger), and the latest completed estoppel certificate. Each property becomes one row in the table. Linked counts on each row link directly into the relevant admin queue scoped to that property.

How standing is decided

Standing is computed per row from three signals, evaluated in order:

Action Required (red) if the property has any open or notice-sent violations, OR an outstanding dues balance.

Review Pending (amber) if there are no violations and no dues debt, but at least one architectural request is sitting in submitted or under_review.

Good Standing (green) otherwise.

Standing is informational, not the source of truth
The badge summarizes the underlying data; it isn’t a separate stored field. If the badge looks wrong, the right move is to look at the linked queue and fix the underlying record (close the violation, decide the arch request, apply the payment). the standing badge recomputes immediately.

Summary cards as filters

The four cards at the top of the page (total properties, properties with issues, properties with pending arch reviews, properties with no estoppel on file) are clickable filter toggles, not just stats. Clicking Issues narrows the table to action-required rows; clicking Arch pending narrows to amber rows; No estoppel narrows to properties that have never had a completed certificate. Combine with the search box (address or unit substring) to dial in on a subset.

CSV export

The export button writes the currently-filtered rows to a CSV named compliance-YYYY-MM-DD.csv. The download mirrors what you see in the table, so applying a filter first lets you hand the board a focused list (e.g. only properties currently in Action Required) without post-processing the spreadsheet.

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