Producing the owner report

Purpose

The “Owner report” tab in the “Reports” screen produces a PDF report for a given period, for an owner, a building, or the entire investment. The report consolidates the indicators, the rent chart, a comment, and the rental status.

The comment can be drafted by AI based on the figures for the scope, then reviewed and modified before sending, in order to provide each owner with a commented report without requiring full manual drafting.

Where to find it

1. Investment
2. Reports

“Owner report” tab.

Steps

1. Choose the “Scope”: an owner, a building, or the entire investment, then specify the “From” and “To” dates.
2. Select the “Language” of the report; for an owner, their language and e-mail address are retrieved automatically.
3. Click on “Write with AI” to obtain a draft of the “Comment”, then review it and correct it if necessary.
4. Click on “Download PDF” in order to check the report.
5. Verify the “Recipient” and click on “Send by e-mail” in order to send the report.

Good to know

• The comment is printed as is in the report; it remains editable until the moment of sending.
• The “Indicators for this scope” card allows you to verify the figures that will appear in the PDF.
• The download and send buttons remain inactive when the scope does not contain any buildings.

Related guides

• Asset managementConsulting the agency dashboardMeasure mandates signed, time to sell, viewing conversion, and fees by agent over a specific period.
• Asset managementOpening the API and WebhooksCreate read API keys and signed webhooks in order for your own tools to exploit REOS data.
• Asset managementMeasuring investment returnsTrack rents, occupation, vacancy, returns, cash flow, value and debt, in order to export the rent roll of your portfolio.
• PortfolioManaging ownersCentralise your principals' contact details and locate their buildings, mandates and statements directly on their profile.
• Rent and financeGenerating owner statementsGenerate the statement for each owner every month, including collected rents, fees, and expenses, in order to send it along with its PDF document.