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Owner Statement Report

Run the Owner Statement report in DoorLoop for a summary of income and expenses to share with property owners, with export and email options.

Written by Samuel

Overview

The Owner Statement is an integral part of your property management business. This report provides a summary of financial transactions and information related to a property owner's real estate investment. This statement is typically prepared and provided by the property management company or the property manager to the property owner on a regular basis, usually monthly or quarterly.

The owner's statement serves as a clear and concise record of the property's financial performance during a specific period. It includes details on income received and expenses incurred, allowing the property owner to understand the financial health of their investment property.

DoorLoop makes it easy to generate and configure Owner Statements to your liking.

Note: Owner Statements aren't available on Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

Note: Security deposits will only appear on the owner statement if they've been fully recorded on the lease — meaning the deposit charge has been posted and a payment or credit has been applied to it. Owner-held deposits are tracked separately and don't appear on the owner statement as company-collected funds. If a deposit you expect to see is missing, see Why Doesn't My Security Deposit Show on the Lease, Statement, or Deposits Tab?

The Steps

How to Use the Owner Statement Report

Owner Statement Report Filter Bar

The owner statement report has a filter toolbar to generate custom reports based on various settings.

  • Period — Set the time frame you want the report to reflect.

  • Portfolio — Select a portfolio with the properties you want to run owner statements for.

  • Property — Select the properties you want to run owner statements for.

  • Owners — Select the owners you want to run owner statements for.

  • Report Type — Default is All, but you can also select Summary or Detailed.

  • Grouping — Group by property, total only, month, quarter, and year.

  • Accounting Method — Cash or Accrual

  • Compare — vs Previous Period, vs Previous Year, or vs Custom Period.

If you made any changes to the filters, click the Refresh button at the top corner to regenerate an updated report.

Owner Statement reports are generated for all your owners at once. They start off collapsed, but can be expanded to view the full details. Expanded views can show summary, detailed, or both depending on the report type you chose.

Export the Owners Statement

Click the Export button at the top corner of the report. Using this option will allow you to export the Owner Statement as a PDF, CSV, or Excel format. Once downloaded, you can print them out for your records if needed.

Email the Owner Statement Directly to the Owner

If you want to email the owner statement you generated directly to your owner, click the Email icon at the top corner of the report. This will send a copy of the owner statement to the owner's email that you have saved on their profile.

Note: The Owner Statement report can only be sent manually to the owner each month. There is currently no means of automatically sending the Owner Statement each month to the owner.

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