How do I stop doing monthly owner reports by hand?

Every month you export the same reports, add bank statements, write a cover page for each owner and send it all. It can take days.

The short answer

Make the report set repeatable, keep one cover template per owner, and only write what changed this month. Then decide whether to keep doing the assembly yourself or hand it off.

Do it yourself

  1. Save the report set once

    In your property software, save the owner statement, rent roll and work order reports as one set you rerun each month.

  2. Template the cover page

    Keep one cover page per owner. Leave blanks only for this month's numbers and notes.

  3. Merge into one PDF

    Combine the reports and bank statements into one file per owner with a PDF tool.

  4. Send on a fixed day

    Pick one day each month and send every package that day, so owners know when to expect it.

Tools people use

  • Rent Manager Saved report batches that run on a schedule and arrive by email.
  • AppFolio Property management software with owner statements and an owner portal.
  • Docyt Bookkeeping automation that keeps books current from bank feeds.
  • Zapier Connects apps so an event, like a new email, sets off automatic actions.

Or have it run for you

The Block can build a small tool that turns your monthly exports into one package per owner. Runway then puts each package in front of you.

One package per owner

Your exports and bank statements become one file per owner, with the cover summary drafted.

A question, not a task

Runway asks: send as is, change a line, or hold. You see the package first.

Sent from your inbox

After your yes it goes from your own email address, on the day you choose.

Rent Manager is not a connection on The Block today. The monthly exports arrive by email or a shared Google Drive or Dropbox folder.

Questions

I spend 20 hours a month on owner reports from Rent Manager. How do I stop doing this by hand?

Make the report set repeatable, keep one cover template per owner, and only write what changed this month. Then decide whether to keep doing the assembly yourself or hand it off.

Can AI write the monthly owner summary?

It can draft it from the month's reports and statements. You should still read it before it goes, and with Runway nothing is sent without your yes.

Do I have to change property management software?

No. The Block works from the exports you already make, so you keep the software you use today.

Sources

  1. Rent Manager: Report automation
  2. AppFolio: Owner Portal sign-in
  3. Docyt: Home page
  4. Zapier: Key concepts in Zaps

Public pages read on October 14, 2026. Prices and features change; check each site before you choose.

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