Please review the sample Owner Statements below to decide which format you prefer. The Owner Statement Detail is chosen as the default report for each portfolio. If there is a different statement format that you prefer, just e-mail the title of that report to firstname.lastname@example.org and we can set the new format as your favorite to be run at the beginning of each month for the prior month’s activity.
Reports in this category are going to be displayed in the DOCUMENTS tab of your portal.
We can memorize reports that can be published to your portal on a monthly basis. Below are some sample reports you can choose from. If you would like for any of these reports to be published to your portal each month, please e-mail email@example.com and let us know the title of the reports you would like to see.
Reports in this category are going to be displayed in the REPORTS tab of your portal.