How to Export an Owner Statement from Housing Market CRM
Tutorial 128 of 181 · 41 s
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
- Open your Housing Market CRM account.
- Open Property management in the left menu.
- Click Owner statements in the left menu.
- Choose the owner — and the month above.
- The statement shows what rent tracking recorded for that month.
- Download CSV: opens in any spreadsheet.
- Print — or choose Save as PDF to email it.
- A statement reports. Nothing here moves money.

