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How to Export an Owner Statement from Housing Market CRM

Tutorial 128 of 181 · 41 s

Open the product

Owner statements in Housing Market CRM, part of the Pro plan, report what each home earned and cost an owner in a month. A statement can now be downloaded as a spreadsheet file or printed, so it can be sent to the owner or kept with your accounts. This tutorial opens Owner statements, chooses an owner and a month, and downloads and prints the statement.

In this tutorial you will learn

  • How to choose the owner and month
  • How to download the statement as a CSV file
  • How to print it or save it as a PDF
  • What a statement does and does not do

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Property management in the left menu.
  3. Click Owner statements in the left menu.
  4. Choose the owner — and the month above.
  5. The statement shows what rent tracking recorded for that month.
  6. Download CSV: opens in any spreadsheet.
  7. Print — or choose Save as PDF to email it.
  8. A statement reports. Nothing here moves money.