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Export statements in bulk

Updated over 2 weeks ago

This article explains how to export owner statements and property management (PM) statements in bulk from the Statements page.

When to Use This

Use bulk exports when you need to:

  • Download multiple owner statements at once

  • Share statements with owners or internal teams

  • Export PM statements for reporting or review outside of VRTrust

Export Owner Statements in Bulk (PDF)

  1. Navigate to the Statements tab.

  2. Open the Owner Statements section.

  3. Select one or more owner statements.

  4. Click Export or Download.

The selected owner statements will download as PDF files.

Export PM Statements in Bulk (CSV)

  1. From the Statements tab, open the PM Statements section.

  2. Select the months you want to export.

  3. Click Export.

The selected PM statements will export as a single CSV file containing all selected months.

Important Notes

  • Owner statements export as PDFs, while PM statements export as a CSV.

  • Bulk exports apply only to the statements you select.

  • Exporting statements does not change their status or publish them to owners.

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