Exporting Reports to PDF, Excel and CSV, and Generating Statements in Bulk
This article covers the tools that sit on top of individual reports rather than being reports themselves: exporting a report, producing statements in bulk, and the Board Package. 1. Exporting a...
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This article covers the tools that sit on top of individual reports rather than being reports themselves: exporting a report, producing statements in bulk, and the Board Package.
1. Exporting a report
Every report has an Export button in the controls bar at the top. Select it and choose PDF, Excel or CSV:
- PDF: a print-ready document of the report.
- Excel: every row and subtotal, with formulas kept.
- CSV: plain rows you can load into another system.
The export matches what is on screen: the period you picked, the columns you chose, and the comparison if it is turned on.
2. PDF exports
When a PDF is ready, a PDF ready card appears. Select Preview pages to look through it, or Download PDF to save it.
What the PDF includes:
- Header: the property name, the report name and the period. Where the property is run by a management company, the company is named too.
- Footer: page numbers on every page. Reports on the standard letterhead also show when the PDF was generated.
- Report content: the same data shown on screen, formatted for print. The core financial statements use a clean black and white layout that prints well on any printer.
Portrait vs landscape: The PDF format is chosen automatically based on the report's width.
- Narrow reports (most financial statements, reserve fund, cash flow, service ticket summary) export as portrait.
- Wide reports with many columns (Budget vs Actual matrix, multi-month comparisons) export as landscape so the full column set fits on the page.
Logo fallback: On reports that use the standard letterhead, if no logo has been uploaded for the property or management company, URBI renders a circle with initials (e.g., "MB" for "Maple Building"). The PDF still looks clean and professional.
Caption: Landscape monthly PDF. Wide account matrices export landscape with headers repeated on every page.
PDF states:
- PDF ready: the download link appears immediately after generation completes.
- PDF failed: an error banner appears with a retry option. The report data is still available on screen.
3. Unit statements and Generate Statements
There are two ways to produce statements for many billing accounts at once. Both need a single property selected: in All Properties view the Reports page asks you to pick a property first.
Unit statements
Open Unit statements from the Packages group in the Reports sidebar, or from its card on the hub. The page's name follows your property's terms, so it may read differently for your building.
The page lists one row per unit for the period you pick, with the opening balance, charges, payments, closing balance, status and when its statement was last sent. You can filter, search and change the period at the top.
To generate statements:
- Select Generate statements at the top of the page.
- Choose the Statement type: a full unit statement, or a billing account statement.
- Choose the Files you want: a PDF per unit in a ZIP, one combined PDF, or a CSV.
- Choose what to Include, such as paid items in the period or the balance by age, and add an optional message to print on the statements.
- Generate. The Status card on the right shows the run while it works, and the History card keeps the last 90 days of runs with Download ZIP, Download combined PDF and Download CSV.
To send statements by email: select the rows you want (or Select all), then Send by email, or use the send button on a single row. Nothing is emailed unless you send it from this page. A row that was already sent offers Send again. Use the preview button on a row to look at a statement before you send it.
Generate Statements (ZIP)
The Generate Statements button at the bottom of the Reports sidebar produces per-billing-account statement PDFs for a date range you choose and bundles them into one downloadable ZIP file.
- Click Generate Statements in the sidebar footer.
- In the modal, choose the date range for the statements.
- Click Generate. A progress indicator appears while the PDFs are being created.
- When it completes, a Download ZIP button appears. The ZIP contains one PDF per billing account.
4. Board Package
Board Package, also in the Packages group, builds one combined PDF for a board meeting. Choose the reporting basis, the date range and the sections to include, then select Generate Board Package. The page also keeps a history of earlier packages.