Printing floor reports and exporting owners

Who is this guide for?

For the building manager who wants to print a summary of the amounts due for all or some apartments, or download the list of owners in an Excel file.

Print dues report

1. Open Building Operations ← Floors and click Dues Report.
2. In Report Type choose:
   • General report: For each apartment, what is required, paid and remaining, without details of the persons.
   • Detailed report: Details of each landlord and tenant. Additional options appear: View Type (full detail or executive summary by floor), Order (by floor, most remaining, alphabetical), and Data Type (dues only, invoices only, or both).
3. In Time Period choose All Period or Specific Period with shortcuts such as This Month, Last 90 Days and This Year, or type From Date and To Date.
4. In Floors and Apartments choose All Apartments or Specific Apartments and mark the desired floors or apartments (you can search by apartment number).
5. Click Create Report and it opens ready for printing.

Export Angel

1. On the Floors page click Export Owners.
2. Download a CSV file that opens in Excel, containing for each apartment: apartment number, floor, direction, full name of the owner, mobile number, and ID number.

Important notes

• The period applies to the charge date of each receivable.
• The general report only displays apartments with dues.
• The owners file contains ID and phone numbers; Keep it safe and don't share it.
• To report rent, expenses, and landlord share use Apartment Financial Report.