✨ Feature exclusive to the Ultimate Plan!
💡 Note: This article covers the new version of owner statements available from the Reports section, which is currently in beta.
You can download your owners statements in PDF and XLS in case you want to keep them or send them to your owners.
To do so, follow these steps:
- Go to your left-hand menu, select Advanced, and then click on Reports.
- Select Owner statements from the left sidebar.
- Find the statement you want to download:
- Click an owner to see all statements linked to that owner, or
- Click Statements to view all statements.
- Once you located the statement, click on it.
- A new window will open. Click Download in the bottom-right corner and select the format you want to download the report in.