Create and download an owner statement
Run an owner statement for a selected month and property, then review and download it.
On this page
Before you start
- Choose the statement month, year and property, and review the supporting recorded activity.
- Confirm who needs the statement before sharing a downloaded copy outside the report page.
Open Owner statement
Open Accounting, choose Reports, and select Owner statement.
Choose the month and property
Set Month, Year, and Portfolio/property, then select Run; use Customize to change an open statement.
Review the recorded activity
Read the statement sections, totals, and any notes before downloading a copy.
Download the statement
Open Download and choose CSV (this view) or the available PDF option.
Check the result
- The generated statement shows the selected month, property scope and report totals.
- A download creates a file for you to review; it does not change ownership shares, transfer funds or deliver the file to an owner.
FAQs
Where do I change an owner share or send the owner money?
Those actions are not part of this report. The current page generates an owner statement from recorded activity. Do not interpret a statement total as a transfer instruction or completed distribution.
The owner has not received the statement. Did Download send it?
No. Download saves or opens a copy for your review. Use your agreed delivery method after confirming the property, period and recipient; the report page does not confirm owner receipt.