How to Download the Portfolio Summary?
Tanvir Mahedi
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12 steps
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2 minutes
Mipropertyportal
1
Log in to the Admin Portal
2
Click here.
3
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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Fill the field under "Report Month \*" by month/year range
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Select the portfolio you want to view under "Portfolio \*" field
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Select the properties under the "Property" field
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Click on "View Report"
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You can download the report in Excel file. Click on "Excel" dropdown on the top right hand side of the screen
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Choose "Color" from the dropdown if you want the report to be with different shades
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Click "Plain" if you want it to be in regular shades
