Filtering the Agreements included in your report can help keep outputs focused and relevant, rather than including your entire portfolio. In this article, we're showing you how you can alter the scope of your reporting by using the Selected Agreements or Filter Groups features.
Selected Agreements
- At the Select Agreements step, click on the drop down bar and click “Selected Agreements”.
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- Click the “Select Agreement” field to display a list of all Agreements. Select the Agreement/s you would like to include in your report setup.
Accidentally added an Agreement you don't need? Simply click the X button next to it to remove it from your report.
- Continue through the other setup steps and run your report. You should only see the Selected Agreements included in the output.
Filter Groups
- At the Select Agreements step, click on the drop down bar and click “Filter Groups”.
- Click on the “Select Filter” drop down bar.
This will display the following Filter Groups: Asset Class, Agreement Type, Lease Classification, and Currency. For each Filter Group, the selections available will reflect what exists in your Organisation. For example, if your Organisation only uses the AUD currency, you'll only see the AUD currency available to select under the Currency Filter Group.
- Select the filter you want to use for your report.
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- Continue through the other setup steps and run your report. You should only see the Agreements that meet the selected filter included in the output.
What's different about the OneLease functionality?
Besides our new Filters, there's a couple of extra changes to be aware of when using OneLease Filtering functionality:
- The way we filter is now the same across all Reports.
- Asset Classes are now captured as a Filter, so make sure to Filter by these, if you would like to report on them.
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