The Owner Income Statement shows one owner's revenue, expenses and net income for a date range, combining every property they own.
Use it to send owners a summary of how their portfolio performed, or check year-to-date results.
How to run it
Go to Accounting in the left-hand menu and click Reports.
Under Income Statements and Balance Sheets, click Owner Income Statement.
Choose the Owner, enter the date range, and tick Year To Date if you want it.
Click Open. The report generates and opens in the report viewer.
Options
Owner — choose the owner. The report includes every property they own.
Start Date and End Date — the period the report covers.
Year To Date (optional) — adds a year-to-date column, from January 1 to your end date.
Reading the report
Revenue and expenses are listed with totals and Net Income (Loss). With Year To Date ticked, you get a column for your period and a column for the year so far.
Working with the report
Update Parameters — change the dates or filters and re-run the report without going back to the Reports page.
Export icons (top right) — download the report, for example to an Excel spreadsheet.
Print and download — use the print and download buttons in the viewer toolbar to save or print the PDF.
Share — available on owner and property reports. Saves a PDF copy of the report so you can share it with the owner.
Related reports
Owner Income Statement by Property — the same report with a column for each property.