How to Generate Yearly Portfolio Summary Report ?
- Tanvir Mahedi |
- 0 step |
- 53 seconds
Tip- **This statement includes all the rental information for a selected portfolio in a period range.**
Access the **Admin Portal** by logging in.
Go to "**Reports**" under **"ACCOUNTING & REPORTS"**
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Click on "**Owner**" tab
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Click on "**Yearly Portfolio Summary**"
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Click on "**Report Month \*"** to select the timeline
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Click on "**Portfolio \*"** to select the portfolio
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Click on "**Property**" to select the property/properties
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Click on "**View Report"**
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Click "Rental Statement"
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You can **download/export** the report in "**Excel**" version
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You can choose from **"Color" & "Plain"** option for the report
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