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

Download a PDF version of the guide.

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.