All Docs
FeaturesBlockManOSUpdated March 11, 2026

Known Gap: Reporting Suite Has No PDF or Excel Export — v1.0.16

Known Gap: Reporting Suite Has No PDF or Excel Export

Severity: High
Identified in: v1.0.16
Category: Core Functionality

Overview

The platform's Reporting Suite is partially implemented. Query endpoints for arrears and budget reporting exist and return structured data, but no export layer has been built. There is currently no way to generate a PDF, produce a printable demand notice, or export data to Excel or CSV from within the application.

This is a significant gap for Irish block management operations, where exportable financial documents are required for legal compliance, owner communication, and OMC governance.

What Exists Today

ComponentStatus
arrearsReport query endpoint✅ Returns data
budgetVsActualReport query endpoint✅ Returns data
export.ts library file⚠️ Exists but minimal — no implementation
PDF generation❌ Not implemented
Excel / CSV export❌ Not implemented
Printable demand notices❌ Not implemented
MUD Act s.14 demand notice PDFs❌ Not implemented

What Is Missing

1. PDF Generation for Reports

Arrears and budget vs. actual reports need to be renderable as downloadable, print-ready PDFs. Property managers routinely attach these to board meeting packs, AGM documentation, and solicitor correspondence.

2. Demand Notices Under MUD Act s.14

Under the Multi-Unit Developments Act 2011, section 14, OMCs have obligations around service charge collection. Formal demand notices sent to owners are legal documents and must be:

  • Correctly formatted and attributable to the OMC.
  • Deliverable in a durable medium (i.e., PDF by email or hard copy).
  • Retained for record-keeping purposes.

The platform currently cannot generate or dispatch these notices.

3. Excel / Spreadsheet Export

Arrears statements and budget comparisons are frequently requested in spreadsheet format by OMC directors, auditors, and managing agents for offline analysis and filing.

4. Exportable Arrears Statements

When pursuing overdue service charges, agents need a formal arrears statement per unit or per owner that can be sent to the owner directly or forwarded to a solicitor. This document does not currently exist in any exportable form.

Affected Workflows

  • Annual General Meetings (AGMs): Budget vs. actual reports cannot be included in AGM packs as printable documents.
  • Debt Recovery: Arrears cannot be formally communicated to owners or escalated to solicitors without an exportable statement.
  • Compliance: Legal demand notices under the MUD Act cannot be generated or tracked.
  • Audit & Record-Keeping: No exportable financial reports means no paper trail for OMC governance purposes.

Planned Resolution

The export.ts file provides a placeholder entry point for future export functionality. Full implementation will cover:

  • PDF rendering of arrears and budget reports.
  • Templated demand notice generation (MUD Act s.14 compliant).
  • Excel/CSV export from report query results.
  • Delivery of demand notices via the platform's owner communication tools.

This feature is logged as a high-priority roadmap item. Until it is implemented, agents must manually produce these documents outside the platform.

Workaround

There is no in-platform workaround at this time. Agents requiring exportable reports or demand notices should use external tooling (e.g., spreadsheet software or dedicated PDF editors) based on data obtained from the API query endpoints directly.

Related Legislation