Owner statement report

To access the Owner statement report, open the Reports page from the left-side menu. Here you can find the respective card in the Rental / Financial / Calculators section (if the “swimlane by type” is enabled) and will be able to mark a report as favorite to move it to the top of the section.

This report shows the income and expenses of a property or group of properties that belong to a specific owner. It is often used to report property income and expenses to an owner, as well as track information on all properties of an owner.

Please note!
The report is not shared with the owner by default. To enable sharing, the property manager needs to change the configuration in the owner's account. 

This might be useful:
How do I set which reports an owner can view?

Filters

When viewing the Owner statement report, you can adjust the following criteria:

Date
You can adjust your own “custom range” by choosing a start and end date to generate the report, or you can use the pre-set date range options, which are all, last month, last 90 days, this year, last quarter, last year, and year to date.

Lease status
You can choose whether you want to see transactions of active leases or all leases. 

Property & Units
You can filter by property or by the assigned owner. If you select Multi-unit type, then a field for unit number will appear and you can select the unit.

Owner
Filtering the report by owner allows you to see information for properties assigned to a specific owner.

Please note! 
There are no grouping options in the Owner statement report. Data is sorted by the payment due date (oldest → recent).
 

Columns 

You can personalize your report by selecting the columns you want to include. To do this, please click on the “Columns” button in the upper right corner. Here you can check the boxes next to the columns you want to be included in the report. You can also change the order of the columns with the drag & drop option. Press the “Save” button to save the changes.

Please note!
At least 3 columns need to be selected to generate the report.

Preview the report

Once you open the report, you will see the preview of the report right away. You can adjust the information you want to be included and then download the report. A horizontal scroll appears when the information exceeds the width of the screen, allowing one to navigate and view all content.

If the report contains many rows, you will see the “Load more” button to click to view more. You can then use the “Back to top” arrow button to return to the top of the page.

If you're using a mouse, hold SHIFT and use the scroll wheel to scroll horizontally, or simply press and hold the mouse wheel to scroll.

Please note!
If the report is shared with the assigned owner(s), they will see only those Tenant Charges & Fees transactions that were marked as visible to the owner(s) of that property.

If you are using Property Management Mode, the Management Fee category *  is considered as an expense for the property manager and owner. 

Included statuses:

• paid
• partially paid

Not included categories:

• Liability (deposits and credits)
• General Income
• General Expense

Not included statuses:

• unpaid
• pending
• failed
• void
• canceled

Transactions of all lease statuses (active, past, ended, future) except leases in draft status will be included in the Owner statement.

Please note!
Income invoices are on a cash basis and expense invoices are on an accrual basis. 

Downloading the report

Click the "Download report" button at the top right corner to generate the Property expense report. The report is generated into one file, and you can download it as an Excel or PDF file. The "Download report" buttons will be inactive if there is no information on the chosen criteria or if you have no properties added.

Please note!
If the file is very large, it will be compressed into a zip file which you will need to unzip.

The report sample:

Last updated:
Mar. 26, 2025