How can I View the Portfolio Summary?
- Tanvir Mahedi |
- 0 step |
- 2 minutes
Log in to the Admin Portal
Go to "Reports" under "ACCOUNTING & REPORTS" on the Left Navigation
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Click on "Owner" tab
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Click on "Yearly Portfolio Summary"
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Click on the "Calendar" to select the month/year to search by month/year range under "Report Month"
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Select the portfolio you want to view from the dropdown under "Portfolio"
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Select the property from the dropdown under "Property"
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Click on "View Report"
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The report shows all the information in an excel file forma
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You can download the repot in excel file, just click **‘Excel’** and choose the format **(color/plain)**
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Tip! Note: This report will be provided in the **owner portal,** once you approve that this is exactly what you are looking for.
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