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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