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How to View the Portfolio Funding Analysis Report?

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Written by Pam Winslow
Updated over 2 years ago

SmartProperty > Portfolio > Reports

Follow the workflow mentioned above to land on the Portfolio reports screen.

From the left-hand menu, click Funding Analysis. Doing so opens the Funding Analysis report.

Choose the property(s) for which you want to generate the report using the Select Property dropdown.

Once selected, click the arrow icon.

This shows the funding analysis report with a year-wise segregation.

To export the contents of the report in a .CSV file, click the Export to Excel button.

To access the map, click the Show Map button.

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