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Quick Add Reports

Adding prebuilt reports from the library

Updated over 7 months ago

Quick add reports make it easy to get started with Leasecake reports. Instead of building from scratch, you can use these prebuilt reports as a starting point. Plus, you can customize them further to add more details or metrics to fit your needs.

Step 1

You can build reports for all core modules of Leasecake. Select the module you want to create a report for and click the + button at the top. The available quick reports will depend on the module you are in.

Step 2

Click the + button to open the quick reports library. Then, click 'Add' to populate the report. You can add as many prebuilt reports as you like.

Step 3

The report will be populated with the predesigned filters and columns of the quick report.

You can further customize this report to suit your needs by adjusting the filters and columns.

Step 4

Click the arrow next to the report name to reveal further options. Here you can rename, clone, or delete the report.

Plus, you can share this with other Leasecake team members, which will add the report to their Leasecake account. The team member will get a notification that a report was shared with them.

You can set the report to be automatically delivered to your inbox at a set frequency. The report will include the most current data from your Leasecake account at the time it's sent.

You can choose to deliver this report to your inbox only or to other recipients, including those outside your Leasecake account.

Additionally, you can set the report to be sent only if it contains results. For example, if you have a report for lease renewals in the next 6 months and it shows zero results, you can configure the system not to send the report to your inbox.


That's it! If you have suggestions for pre-built reports you'd like added to the Quick Report library, please send them to support@leasecake.com.

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