Deal Level Participant Change Report - Product Advisory

Business Summary

In conjunction with recent enhancements related to audit-trail changes to Deal Level Participants, a new report has been created to summarize these changes. This report will include changes made to the standard Deal Level Participants included on the “Participant” tile within the “Deal Summary” screen as shown below. NOTE: Custom Deal Level Participants may not be included in the report output.

Disclaimer

Only changes made after the 20R3.1 release will be included in the report. The ability to audittrail the Deal Level Participants is a prospective enhancement only.

Generating the Report

To locate this report, select Reporting from the left Nav Bar. Then click on the Change

Management tile. The list of Change Management Reports is listed alphabetically in the menu on the right.

Report Parameter Definitions

Parameter	Description
Changes Made From/To	This represents the date range the report will cover. Selected date range refers to the SYSTEM DATE on which changes were made – not the EFFECTIVE DATE chosen for the changes. When first navigating to this report screen, only one box initially appears for this parameter. Once a month is selected, additional fields for day and year appear along with the calendar widget. This is a REQUIRED FIELD. Please refer to DISCLAIMER above.
Schedule Number	Available filtering on a single or multiple specific schedule(s). The wildcard character () can be used to isolate a specific group of schedules. For example, Fin would select all schedules that begin with “Fin”.
Participant Type	Available filtering on a specific Participant type such as Entity, Lessee, etc.

Parameter

Description

Changes Made From/To

This represents the date range the report will cover. Selected date range refers to the SYSTEM DATE on which changes were made – not the EFFECTIVE DATE chosen for the changes. When first navigating to this report screen, only one box initially appears for this parameter. Once a month is selected, additional fields for day and year appear along with the calendar widget. This is a REQUIRED FIELD.

Please refer to DISCLAIMER above.

Schedule Number

Available filtering on a single or multiple specific schedule(s). The wildcard character (*) can be used to isolate a specific group of schedules. For example, Fin* would select all schedules that begin with “Fin”.

Participant Type

Available filtering on a specific Participant type such as Entity, Lessee, etc.

Once the parameters have been selected, click on the orange Export button for the Excel (XLSX format) downloaded report.

This report can be scheduled to generate in the future. This can be a single occurrence or at specified recurring intervals. More information regarding report scheduling can be found in the “Overview of Reports” online course in LeaseAccelerat-ED.

Report Output

Report Output Definitions

Column Header	Description
Schedule#	Schedule/Deal number of the lease to which change occurred
Deal ID	System generated deal identifier
Participant Type	Type of participant changed (EX: Lessee, Entity, Vendor, etc.)
Previous Value	Value associated with the type of participant prior to change
Previous Ledger Id (If Applicable)	Ledger code associated with the participant listed in “Previous Value” section. This is the same Ledger code included in the Contact Management section for the same participant. If the participant does not have an assigned Ledger code, this field will be blank.
New Value	Value associated with the type of participant after change
New Ledger Id (If Applicable)	Ledger code associated with the participant listed in “New Value” section. This is the same Ledger code included in the Contact Management section for the same participant. If the participant does not have an assigned Ledger code, this field will be blank.
Effective Date of Change	Date included in the “Make Changes Effective” section on either the UI or bulk import used for the deal level participant changes
System Date/Time of Change	Actual system date and time in which the change was processed. This is the date that will be used in conjunction with the “Changes Made From/To” parameter to determine which changes to include in the report output.
Changed By	Username of individual that processed the deal level participant change

Sample Report Output: