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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