We've just updated your Reports page, designed to making access to financial insights easier, faster, and more flexible.
Here's how you can generate a report:
Log in to your dashboard.
Navigate to the Reports page and click Generate Report.
Choose any report format you want to generate. Once available, you can select multiple formats at once.
Select a property and date range.
Click Generate.
Portfolio Summary Coverage
Mid-Month Statement: covers the 21st of the previous month to the 5th of the current month.
End-of-Month Statement: covers the 6th to the 20th of the current month.
Full Month Statement: covers the full calendar month.
These Statements will be available on 25th of the following month. (e.g. Your Mid-Month, End-of-Month, and Full Month Statements for March will all be available on the 25th of April.)
What's coming soon
Currently, you can generate your Portfolio Summary, but we're continuously updating the Reports page. Soon, these formats will be available for you to generate as well:
Cash Flow Summary
Cash Flow Summary By Month
Income Statement
Rent Roll
Balance Sheet
General Ledger
What other reports should we include? Send us your feedback or ideas here.