video1.0<iframe src="https://www.loom.com/embed/e2628bd631fc4b93a859b58cf68b00d5" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/e2628bd631fc4b93a859b58cf68b00d5-8be0e1a22aed112f.gif93.558In this video, I walk you through the process of generating summary statements and 1099 statements for our owners. It's important to note that these summaries can only be created based on reporting periods that have already been generated in the system, so make sure to generate monthly or quarterly statements first. For example, I demonstrate how to generate a yearly summary for 2025 by selecting all monthly statements from January to December. Additionally, you can create summaries for specific periods, such as Q4 of 2025, by selecting the relevant months. Please take action by ensuring you have the necessary reporting periods generated before attempting to create your summaries.