The product also comes to you: per-area alert rules, a monthly digest that carries your standard document, and an account page that leads with the state of your file. All of it is configured from Account in the top-right menu.
Alert rules
Each area in your plan has an email alert with a month-over-month threshold (5% to 100%). With the alert on, three more opt-in rules appear under it:
- Range: the month's recorded total landed outside the prior twelve months' range for that area.
- Divergence: recorded crime and community reports moved in opposite directions, each meaningfully.
- Theme: a community-report theme reached at least your chosen count in a month after none the month before.
When one or more rules match, you get one email for that area and month listing each matched rule. Every item describes an observed change in the record ("your rule matched"), never a warning or a forecast.
The monthly digest, with your document attached
The digest arrives when each month publishes: the bottom line for your areas, the change rows, and any standing on file. On plans with downloads, it also attaches your standard monthly document as a PDF, the Board-Packet Area Page by default, so the deliverable lands in your inbox without a login.
Where this will appear
Tell us where the product appears for you (a board packet, an owner report, a client review, a newsletter, an insurance file) and two things adjust: the Reports page points you at the matching document as your standard deliverable, and the digest attaches that document instead of the default. Set it on Account or right on the Reports page.
Your file
The account page opens with the state of your file: the latest issue and whether it is provisional or final, when the next issue publishes, whether anything published since your last visit, any standing currently on file, and your recently generated documents. The full plan inventory sits underneath, collapsed under "Plan details".
Last updated 2026-07-27 HST