Year End Reporting

This is my first year using OwnerRes and we have 18 properties. I'm hoping to get best practices into what reports you supply to owners show the year in review. Total Gross or net income, all expenses, etc.

Can anyone share what they typically do using OwnerRez for end of year?

Hey there - did anyone ever offer any guidance or recommendations on this that were helpful to you?

wrong forum, ignore me

Hey there - did anyone ever offer any guidance or recommendations on this that were helpful to you?

Hi!

While we do hope other users are able to share their valuable feedback as well, I wanted to make you aware that we are working on improved year-end reports, as discussed over here:

https://www.ownerrez.com/forums/requests/year-end-statement-for-pm#70197

There's some more ideas here for those still on PMv1:

https://www.ownerrez.com/support/articles/property-management-common-issues-questions#full-year-statements

PMv2 should include more robust year-end reporting, but it won't provide everything expected until you've gone a full year using PMv2, or have just recently started your account in OR and have been on v2 since your start date.