Reports and exports

How do I export the summary CSV in LOXA?

Set the range and select Export summary CSV. A portfolio summary file downloads.

For
Organization owner, Organization admin, Property manager, Accountant, Viewer
Updated
August 9, 2026
LOXA Reports and exports screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Reports and exports workflow in your LOXA role.
  • Have the reporting period ready before you begin.

Step by step

  1. Sign in to LOXA and open Reports and exports.

  2. Set the range and select Export summary CSV

  3. Enter or review the reporting period.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that a portfolio summary file downloads.

What should happen

A portfolio summary file downloads.

Open this workflow in LOXA