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home/Knowledge Base/Reporting/How to Generate Owner Statement (Monthly Summary) Report?

How to Generate Owner Statement (Monthly Summary) Report?

43 views 0 March 13, 2024 Updated on December 10, 2024 mippsupportadmin

1. After logging in, Go to Reports under ACCOUNTING & REPORTS

Click 'Reports'

2. Click on Owner tab

Click 'Owner'

3. Click on Owner Statement (Monthly Summary)

Click 'Owner Statement (Monthly Summary)'

4. Click Owner to select the owners

Click 'Select a Portfolio'

5. Select your portfolio

Click 'Select a Portfolio'

6. Then select properties

Click 'Nothing selected'

7. Click on Report Month to select the timeline

Click here

8. Click on View Report to generate the report

Click 'Filter ...'

9. The Owner Statement will look like this

Click 'Owner Statement'

10. Click on Email Report to send the report

Click 'Email Report'

11. Click on – Send me a copy of the email, if you want to send a copy to yourself

Click 'Send me a copy (cc)'

12. Click on – Send Report to confirm

Click 'Send Email'

13. You can download/export the report in – PDF version

Click 'PDF Download'

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