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'Edit the name of the generated report' has been merged into this idea

Property Management Platform: Owner Portal

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Name statements which we share to owner portal

When sharing a report / statement with an owner so that it appears in the owner portal, it would be nice to be able to name the file so that the owner can know which month the report pertains to. Ie, i would like to name the report "September Owner Statement" so that the owner can know which is which from the long list without having to open it.

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James Boyers shared this idea  ·   ·  Report…  ·  Admin →
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  • Eugene commented  ·   ·  Report

    Hi team,
    Property Manager: Katie (email: bbandbproperties@outlook.com) wanted to add a request to this idea:

    "when sharing a report I would also like to be able to choose whether an email is sent or not, similar to the options when scheduling a shared report/"

  • Claudia commented  ·   ·  Report

    When generating a report, I need to be able to change the name for instance, the property, the season/period, etc...
    Also, in the owner report list, the date when the report was generated should be displayed. Currently, owners see a long list of all generated reports with all the same name. It's difficult to find information.