Overview
The Operating Statement provides a summary of the income and expenses incurred over a period.
Navigation
| From the Main Toolbar, go to Reports. |
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| Select Reports. |
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Instructions
- Search for the Operating Statement using the Search Report bar. Alternatively, locate the Operating Statement under Financial Reports.
- Add the Statement to Report Pack by selecting the Add To Pack arrow.
- Users can preview it or download it as a PDF, Excel, or Word document. Select
to remove the statement.
- You are able to edit the format of the statement by selecting
in the report pack.
In the settings, you can choose to display market value changes as either a summary or a detailed view showing movement subtotals. In addition, the option to include property expenses in the statement.