Run owner reports
Choose a report, review its filters and coverage, then download the available view.
On this page
Before you start
- Decide which question the report should answer and which property and period it should cover.
- Review missing or unbooked accounting records first, and follow any plan or role requirement shown by the report page.
Choose the report
Open Accounting > Reports and select the report whose description matches your task.
Set its scope
Choose the displayed date, month, year or as-of field and Portfolio/property. Review the additional options offered, then select Run.
Review the output
Check the title, reporting period, sections, totals and any coverage notes before using the figures.
Download the needed format
Open Download and choose an available format such as Excel workbook, CSV or PDF. Open the downloaded file and verify the report scope.
Check the result
- The report shows the requested scope and its applicable sections or explanatory notes.
- A downloaded file can be checked against that scope before it is shared; generating a report does not file a return or distribute an owner statement.
FAQs
Why are some options missing from this report?
The configurator shows the options supported by the selected report. A monthly owner statement and a date-range cash-flow report use different inputs. Return to Reports and choose another report if you need a different view.
Why does an export differ from what I see?
Check whether you selected a download labeled this view or a separate export. Compare the period, property and columns in the downloaded file. Do not assume a separately linked export inherited every on-screen filter.