Giving an Owner Access to Reports
Let a property owner see their own Portfolio Performance and Owner Statement reports — scoped to only the listings you manage for them.
Giving an Owner Access to Reports
You can let an individual property owner view reporting for the listings you manage on their behalf — without giving them access to anything else in your workspace. It is a single per-owner toggle, and it is off by default, so owners only ever see reports when you deliberately turn this on for them.
What the owner gets
When you enable reports access for an owner, two reports become available to them:
- Portfolio Performance — performance, occupancy, and revenue trends across their properties.
- Owner Statement — the earnings statement showing revenue, fees, and payouts.
Both reports are strictly scoped to that owner's listings only. An owner can never see another owner's numbers, and they never see workspace-wide or operator-only reporting. Everything they open is filtered to the properties you've assigned to them.
How to turn it on
- Go to Settings → Owners.
- Open the owner you want to grant access to.
- Turn on the Reports access toggle.
With it on, a Reports section appears in that owner's navigation the next time they sign in. With it off (the default), the Reports section is hidden from them entirely.
When to use it
- Owners who want self-serve visibility into how their properties are doing, without emailing you for numbers.
- Owners you send a monthly statement to — let them pull it themselves any time.
Keep it off for owners who don't need the detail, or where you prefer to share a curated update yourself.
Related
- Owner Reporting — how owner statements and reports are built.
- Owner CRM & Pipeline — managing your owner relationships.