How to Enable Reporting within the Owner Portal
Would you like all of your owners to be able to view reports within their owner portal? This article will walk you through enabling this and how this looks for the owner.
To enable this, you will need to click on your initials at the bottom left of the page. From this dropdown, you can click on "Settings" to access the global settings.
Here, navigate to the "Portals" section and click on the "Owner Settings" option.
Click "Manage Settings" in the top right of this box. From here, set the "Is Reporting Enabled" dropdown to "Yes".
Now, impersonating an owner portal, you will see that there is a section for reports. The reports below will be available for the owner to pull from their portal.
Cash Flow
Cash Flow Annual
Cash Flow Annual Per Property
Cash Flow Detail
Cash Flow Per Property
Cash Flow Property Comparison
Income Statement
Income Statement Annual
Income Statement Annual Per Property
Income Statement Detail
Income Statement Per Property
Income Statement Property Comparison
Ledger
Properties
Rent Roll
Units
This allows the owner to filter by certain objects and add columns just like on the admin portal.
Please note that all of these reports will be automatically filtered to not show suppressed fees or markups/discounts (if set up), just like the owner statements.
If any owners need help or additional instructions regarding reports, they can view the reporting section of this article.