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How to Access Portfolio List?

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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 Portfolio List. Doing so opens the Portfolio List screen.

Here, the properties in the portfolio are displayed. Information is tabulated via various columns that include Property Name, # of Units, Property Address, Last RS Date, Last RS Type, and Last RS Provider.

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

To access the map view, click the Show Map button.

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