How do I share reports an owner can view?
First, you will need to make sure, that you are connected with the owner and have shared the property with them.
To set which report an owner can view, click on the "Contacts" tab from the left-side menu. Select the "Owners" contacts tab and click "View profile" on the needed owner profile:
Next, switch to the "Properties" tab and click on the "Reports" tab at the top of the page. Here you will see the list of all reports that you are currently sharing with the owner as well as those that are hidden:
To reconfigure, the reports settings, click "Configure" to share the reports to your owner:
Now, select "Show" or "Hide" on the report toggles, you wish to share:
Click "Update" to save:
Watch the video guide to learn more:
May 11, 2021