Reports and exports

How do I run the portfolio overview report in LOXA?

Open Reports, set Date from and Date to, then select Run report. Summary cards and alert sections refresh.

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 period you need to review ready before you begin.

Step by step

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

  2. Open Reports, set Date from and Date to, then select Run report

  3. Enter or review the period you need to review.

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

  5. Verify that summary cards and alert sections refresh.

What should happen

Summary cards and alert sections refresh.

Open this workflow in LOXA