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.