Please note: As this feature is currently in Beta mode and undergoing final testing before the official release, the functionality may be subject to minor errors. For now, we would love your feedback so please feel free to hit our Feedback button to the right of your browser if you have any suggested enhancements, notice any issues or want to let our Developers know they've done a great job! Should you see any bugs, glitches or lack of functionality in your reports, please contact our Support Team (support@nomosone.com), who will be more than happy to assist.
IFRS 16 Reporting just got easier with the addition of our Report Configuration (Preset) Saving feature. In this article we're showing you how you can save any configuration you create on any of our IFRS 16 Reports in OneLease (Beta) to re-use again and again.
Creating and Saving a Preset
- Click on the Report you'd like to create a Preset for
- Choose your selected Report configuration
The Relevant Date Picker feature is particularly useful when you're creating Presets as you can select current periods, the most recent (last) periods and to date periods which update in real time. For example, if you created your Preset in March, and selecting Last Month in the Relevant Date Picker, when you use your Preset in Jun, it'll generate May's report automatically.
- Click on the Save Preset icon next to the Download button
You can save a Preset before or after you Run your report. Want to take a look at the output before saving? Hit the Run Report button first.
- Give your Preset a name in the Preset Name field before saving the Preset
Generating a Report using a Preset
- Navigate to the Reporting page
- Click Saved Presets
- Select the Saved Preset Report you'd like to generate
- If you would like to make additional changes to your report configuration, go ahead, otherwise click Run Report
Please note that if you made additional changs and Save your Preset again, this will override the existing Preset you created. To avoid this, Copy your Preset first.
Your Report will then generate per your Preset configuration.
Copying a Preset
Want to make a similar Preset to one you've already created but you don't want to start from scratch? Our Copy Preset feature allows you to update an existing Preset and save as a Copy to save you time.
- Open a saved Preset
- Update your Report configuration as required
If you'd rather Copy the Preset first and then update your configuration, complete steps 3-5 first, make change changes and then click Save Preset at the top!
- Click the Copy Preset icon
- Rename your copied Preset before saving the Preset
You can then navigate to your Saved Presets and you'll find your copied Preset ready to use!
Deleting a Preset
- Open the Preset you'd like to delete
- Click the Delete Preset button
- Click Delete Preset Name here e.g. Delete Journal report - last Quarter Property
Your selected Preset will be deleted from Saved Presets
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