Owner Reports That Send Themselves
Stop spending days creating reports. AutomatePM automatically generates and delivers beautiful, customized reports to every owner on schedule.
The Month-End Reporting Nightmare
Manual reporting drains resources and creates bottlenecks every month
Days Lost Every Month
Property managers spending 3-5 days at month-end pulling data, formatting spreadsheets, and assembling reports
Owner Inconsistency
Each owner wants different metrics, formats, and delivery schedules - impossible to scale manually
Missed Deadlines
Reports delivered late or rushed because of data gathering bottlenecks and formatting work
Data Accuracy Issues
Manual data entry and copy-paste errors creating discrepancies that require time-consuming corrections
Automated Owner Reporting Workflow
From data collection to delivery, completely automated
Collect Data
System pulls financials, maintenance logs, and occupancy data
Generate Report
Custom branded reports created with owner-specific formatting
Review & Approve
Optional auto-approval or PM quick review
Deliver Reports
Automated email delivery to all owners on schedule
Collect Data
System pulls financials, maintenance logs, and occupancy data
Generate Report
Custom branded reports created with owner-specific formatting
Review & Approve
Optional auto-approval or PM quick review
Deliver Reports
Automated email delivery to all owners on schedule
Comprehensive Reporting Components
Everything owners need to understand their investment performance
Financial Performance
- Rent roll and collection rates
- Operating expenses breakdown
- Net operating income (NOI)
- Cash flow statements
- Year-over-year comparisons
Property Metrics
- Occupancy rates and trends
- Lease expiration schedule
- Average rent per unit/sq ft
- Tenant turnover analysis
- Days to lease calculations
Maintenance & Operations
- Work order summary by category
- Vendor spend analysis
- Deferred maintenance tracking
- Unit turn costs
- Capital expenditure tracking
Investment Analytics
- ROI and cap rate calculations
- Market rent comparisons
- Portfolio performance rankings
- Budget vs actual variance
- Property value estimates
Your Automated Reporting Cycle
From month close to owner delivery in days, not weeks
Month Closes
System begins aggregating data from all sources
Reports Generated
Custom reports created for each owner based on templates
Quality Review
Automated quality checks or optional PM review
Automatic Delivery
Reports delivered via email and posted to owner portals
Multiple Delivery Formats
Give owners the format they prefer for maximum accessibility
PDF Reports
Automatically generated and delivered
Excel Workbooks
Automatically generated and delivered
Interactive Dashboards
Automatically generated and delivered
Email Summaries
Automatically generated and delivered
Advanced Reporting Automation
Sophisticated features that make reporting effortless
Intelligent Data Aggregation
Automatically pulls data from all connected systems and reconciles it into accurate, comprehensive reports.
- Multi-system data integration
- Automatic reconciliation and validation
- Historical data trending
- Anomaly detection and flagging
Custom Report Templates
Create unlimited report templates tailored to different owner preferences and property types.
- Drag-and-drop template builder
- Owner-specific branding and logos
- Conditional sections based on data
- Multi-format export (PDF, Excel, web)
Scheduled Delivery
Set it and forget it - reports generate and deliver automatically on your schedule.
- Monthly, quarterly, annual schedules
- Custom delivery calendars per owner
- Multi-recipient distribution lists
- Portal access for on-demand viewing
Interactive Owner Portals
Give owners 24/7 access to live dashboards and downloadable reports whenever they need them.
- Real-time performance dashboards
- Historical report archive
- Custom date range selection
- Mobile-optimized viewing
Real Reporting Scenarios
How automation handles complex owner reporting requirements
Multi-Property Owner Portfolio
Owner with 15 properties wants consolidated portfolio report plus individual property reports
System generates 16 reports (1 portfolio summary + 15 property reports) automatically, with cross-property analytics
Complete reporting package delivered in hours instead of days. Owner sees portfolio trends clearly.
Custom Metrics Request
Owner wants specific KPIs tracked that aren't in standard reports
Custom template created once, then generates automatically every month with owner's unique metrics
Owner gets exactly what they need. No ongoing custom work required.
Quarterly Board Presentations
Institutional owner needs quarterly presentation-ready reports for board meetings
Automated PowerPoint-style reports with charts, executive summaries, and variance explanations
Board-ready materials delivered 5 days before meeting. No last-minute scramble.
Measurable Impact
Results property managers see immediately
Eliminate manual report creation work
Never miss an owner reporting deadline
Automatic data aggregation and validation
Happier owners with better insights
Seamless Data Integration
Pulls data from all your existing systems automatically
Plus 100+ other property management and accounting platforms
Frequently Asked Questions
Everything you need to know about automated owner reporting
Never Spend Days on Reports Again
Reclaim 3-5 days every month and give your owners better insights than ever. Your automated reporting system will be live in 30 days guaranteed.