Screen Guide

Reports & Export Hub

Generate P&L statements, Schedule E Tax Previews, and Portfolio summary sheets.

The Reports page lets you compile financial summaries across single projects or your entire portfolio.

Available Exports

Schedule E Preview: Automatically maps transactions and operations expenses to standard Schedule E categories.
Profit & Loss (P&L): Renders property-specific net operating income and net income over chosen calendar years.
Tax Pack: Combines all receipts, invoices, P&Ls, and depreciation schedules into one neat ZIP file for your CPA.

Our support team is available mon-fri to answer technical questions and deal setup inquiries.