How to Action Multiple Owner Reports 


 

 

This article will run through how to action multiple owner reports within your account. 

 

1. Navigate to Reports > Letting > Owner Reports. 

A screenshot of a computer

Description automatically generated

 

2. Upon reaching this page, please select the reports you wish to process. You may do so by individually checking each report on the left-hand side, or you can select all reports representing all listed properties by selecting the Page checkbox at the top.
After making your selections,
proceed to the action bar at the bottom of the page to either
Review & Send, Send, or Download the reports. 

A screenshot of a computer

Description automatically generated

Note: Hover over these icons to see their functions (review & send, send and download).

 

3. If you select Review & Send, you can edit the report before sending.

A screenshot of a computer

Description automatically generated

 

4. Once you have completed editing the report, click Saves Changes, and either click Download Report as PDF, or Send Report to Owner. 

A screenshot of a computer

Description automatically generated

 

5. Note: Upon selecting the Send Report to Owner option, you will be prompted to confirm your intention to proceed with this action.

A screenshot of a computer

Description automatically generated

 

6. Select the Settings tab to modify both Report, Property settings, as well as scroll down for modifying Other Report settings. Click Save Settings when completed. 

A screenshot of a computer

Description automatically generated