The Owner Statement Summaries report includes a Detailed summaries export that downloads the data behind every owner's statement summary into a single Excel file. It is built for bulk review — checking figures across all owners for a period, or reconciling outside the platform — without opening each owner's summary one at a time.
How to export
Go to Reports in the left-hand menu and open Owner Statement Summaries.
Choose the date range you want to report on — for example, a full year.
Click Export in the upper-right corner.
Select Detailed summaries.
The export is prepared in the background. You will be notified when your Excel file is ready to download.
What the export includes
Every owner statement that falls within the date range you selected — regardless of status. Draft, published, and posted statements are all included; there is no separate draft-versus-published option.
The full underlying detail for every statement — every figure at the detail level, not just summary totals — for each owner and listing, in one workbook.
Other export options
The same Export menu offers two more options:
List of summaries — exports the summary table exactly as shown on screen.
Download PDFs — generates a PDF version of each owner's statement summary.
Need help?
If you have questions about the Detailed summaries export, reach out to our support team.