Creating reports
Creating reports in Leasify is easy, you create a report by clicking "Create IFR report" and specify the report.
- Give the report a name that is easy to connect to the content.
- Select a template for your report.
Screenshot - Select dates (always the last of the month) by typing in the date (format yyyy-mm-dd), or click and select the right year and month.
Screenshot - Select how many months to use in the report. For example, an annual report contains 12 months, and an accumulated Q2 report contains 6 months, etc.
- To create a balanced report, the report must follow a previous report. In the following example, an annual report for 2021 is created and thus there are 12 months of events, from 2021-01-01 (12 months before the report's date (2021-12-31), which must continue on the figures of 2020-12-31.
Screenshot - You might want to create several years that follow 2020-12-31, and then just select the number under "multi-year report".
Once the selections are done, click "Run Action".