1
Open General Reports
From the lease home, click General Reports.
2
Find the report
By default, all reports appear sorted alphabetically. Use the Report Group dropdown to filter by category (for example, Lease Accounting). You can also search the list by typing in the first row of the table and pressing Enter.
3
Select a report
Click the report you want to generate. The parameters panel on the right updates for that report.
4
Fill in parameters
Parameters are filters applied to the report. Required parameters are marked with an asterisk. Fill in all required fields — the available parameters vary by report.Common parameters include:
- Tenancy Type (Payable / Receivable)
- Year and Period
- Accounting Standard and Lease Treatment
- Schedule Status
5
Generate the report
Click Submit. The system downloads the results file automatically.
6
Open and review the file
Open the downloaded file. For Excel reports, click Enable Editing if prompted — some calculated fields do not populate until editing mode is active.
The Filter Parameters Used tab in each Excel report records which filters were applied, so you can reference them later.
Report data reflects the most current information in the system at generation time. If you make a change and regenerate, the updated data appears in the new file. Each report shows the generation time and the user who ran it.