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.
Step 1: Choose the report
Open Accounting > Reports and select the report whose description matches your task.
Step 2: Set its scope
Choose the displayed date, month, year or as-of field and Portfolio/property. Review the additional options offered, then select Run.
Step 3: Review the output
Check the title, reporting period, sections, totals and any coverage notes before using the figures.
Step 4: 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.