Owners Summary Report in Enumerate Central
DESCRIPTION
This report shows a listing of Owners and their property addresses, account/lot numbers, phone numbers, and email addresses. Filterable by owner type.
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.
You can see data on which owners use AR payments and which do not.
How to View/Export
-
Starting from the main menu:
Click Reports and select Standard
- Click Owners Summary Report
- Edit the Sort, Owner Types , 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
- Owner Types - Filter which owner type are displayed.
- Export Format-Select the export format: PDF, Excel, or Word.
- If you made any changes, to see the changes in the balance sheet on screen or before exporting.
- Once you're finished
- This will download the exported report to your default download folder.
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