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home/Knowledge Base/General/How to Export “Monthly Summary” Separately through P&L Report?

How to Export “Monthly Summary” Separately through P&L Report?

43 views 0 October 31, 2024 mippsupportadmin

1. To begin, access the Admin Portal by logging in with your credentials.

To begin, access the Admin Portal by logging in with your credentials.

2. click on the “Reports” tab

click on the 'Reports' tab.

3. From the list of reports, click on “Profit & Loss (Income Statement)” under the Financial tab

From the list of reports, click on 'Profit & Loss (Income Statement)' under the Financial tab.

4. Now, you’ll need to select the desired portfolio and property for which you want to generate the report

Now, you'll need to select the desired portfolio and property for which you want to generate the report.

5. After selecting the appropriate options, proceed by clicking on the “Generate Report” button

After selecting the appropriate options, proceed by clicking on the 'Generate Report' button.

6. As the report generates, scroll down until you reach the Monthly Summary section

As the report generates, scroll down until you reach the Monthly Summary section.

7. you’ll find a PDF icon. Simply click on it, and the monthly summary will automatically start downloading

you'll find a PDF icon. Simply click on it, and the monthly summary will automatically start downloading.

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