How to View Financial Reports

Navigate to Financial Reports from the dashboard navigation.
Review the charts section showing monthly Income, Expenses, and Net figures. Month-over-month comparison arrows display trending percentages for each metric.
Review the summary card showing portfolio totals for monthly income, expenses, and net.
Select the Property Performance tab to view the per-property breakdown table. Columns include Address, Monthly Rent, Annual NOI, Cap Rate, Collection Rate, Maintenance Cost, and Lease Status.
Use the Date Range filter to change the reporting period. Choose a preset range or set a custom date range. Charts and the property table update to reflect the selected period. [SCREENSHOT NEEDED HERE]
Select Export CSV to download the property metrics table as a CSV file.

What to expect

Financial charts, summary totals, and per-property breakdown display only data for your own properties. The date filter controls all displayed data.

Symptom	Cause	Fix
Charts do not load	Network or backend issue	Refresh the page. If the issue persists, contact support.
Data appears stale	Cached browser data	Change the date range filter to trigger a fresh data fetch.