Owners Balance Report

Description

 This report shows the listing of all Owners and related Financial data for a selected Community.

This guide will explain how to view, print, and export a Owners Summary report. This guide will also give you instructions on how to schedule the report to be emailed to a recipient automatically. 

 

 

How to View/Export Report 

1. Reports and select Standard

  

2.Click Owners Balance Report 

3. Edit the As of date, Sort, and Export Format if needed.

Options-  Hides the editable report options.  

Schedule -Email reports on a schedule, or as a one-time email. 

Sort- Select an option to arrange the report by your preference 

As of Date

Export Format-Select the export format: PDF, Excel, or Word.

4. If you made any changes, click  to see the changes in the balance sheet on screen or before exporting.

5. Once you're finished, click 

This will download the exported report to your default download folder.

 

How to schedule Reports  

1) Click  Schedule. This will display the scheduling options.

2) Schedule -Will let you email reports at a scheduled time, or as a one-time email. 

Frequency- How often you want the reports to automatically be sent. (Once, monthly, quarterly, etc.)

Permitted Days-pick which day you want the reports to run, if you don't want the report to run on a specific day, unselect those days.

Start Date- Select the day you want to start the scheduled reports

End Date- Select the date you want the scheduled reports to end. 

End Time- Select the time you want the reports to stop running. 

Recipient- Type in the email where you want the reports sent

3) Click Schedule at the bottom of the screen

 

You can go to Automation to see this scheduled job. 

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