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home/Knowledge Base/Property/How can I view the portfolio summary?

How can I view the portfolio summary?

6 views 0 January 26, 2023 mippsupportadmin

In the portal, there is an option to view the yearly summary report for your portfolio.

Follow the steps below to view your report:

  • Go to the Reports section and then to Owners tab
  • Click on ‘Yearly Portfolio Summary’
  • There is filter option to search by month/year range.
  • Select the portfolio you want to view and click ‘View Report’
  • The report is shows all the information in an excel file format.
  • You can download the repot in excel file, just click ‘Excel’ and choose the format (color/plain)

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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