The Owner Statement Summary is a summary report that contains owner income and expense totals based on your remittances. The Owner Statement Summary report displays total income and expenses, grouped by category, based on owner remittances during a period of time. Resembling a classic Profit and Loss (P&L) type of layout, it summarizes the owners' revenues, expenses, and net profit or loss over a specific period, making it useful for end-of-year reporting.
Configure
To get started, navigate to PM > Reports > Owner Statement Summary. You can select the following on the PM Owner Statement Summary page.
- Owners
- Statement Date time frame
- What columns you want included
- What Expenses you want displayed as "Other"
Examples
Here are a couple of Owner Statement Summary examples.
Here's the default Owner Statement Summary, showing this entire year, with all owners selected.
This Owner Statement Summary example displays a per-property view, showing five properties as the columns.
This Owner Statement Summary example shows a side-by-side comparison over four years, illustrating year-over-year changes.
