Reporting
LeaseAccelerator includes many standard reports, as well as reports that you can customize using LeaseAccelerator’s built-in business intelligence (BI) functionality. Reports are accessible by clicking Reporting on the Left NavBar.
Reports can be:
Scheduled and emailed
Downloaded as .csv files to use in Excel
Sent to ERP systems as part of an integration with LeaseAccelerator configured during implementation
To access the Reports workspace, click Reporting on the Left NavBar.
In addition to opening the Reports workspace, clicking Reporting will kick off a refresh of the reporting database.
The reports are divided by type, with a specific tile for each type, as follows:
Scheduled (any report that runs at a specified time)
My Reports
Client Reports
Accounting
Administrative
Change Management
End of Term
Integration
Origination
Portfolio
After clicking a tile for a specific type of report, there are individual reports listed on the Right NavBar within the workspace.
Note: The ability to query and retrieve data in reports is based on a user’s scope of access.