Our owners have been asking for a year-end summary that matches their 1099. The PMv2 upgrade is a great step in the right direction.
The PM Owner Statement Summary when printed should have the option to include the PM Theming, just like the Owner Statements.
Our Theming for Owner Statements includes a header with our company logo and the owner information (name, address, email, phone). The footer includes our company information, similar to letterhead.
Hi Amy, thanks for the suggestion. At this time, reports in general, including the Owner Statement Summary report, are not intended to be 'owner-facing'. I do know that there is a lot more work planned on that report to make it even more useful and accurate. It is still challenged by the transition from PMv1 data to PMv2. I do believe that the goal would be to make this something that could be sent as is to an owner - and theming would be a great addition to that - but for now, it is more likely that you will still want to export it and manipulate the data in a spreadsheet to ultimately have something that you can provide to an owner.
