How to report on expiration dates

August 7, 2024

Method 1: Using the Events Screen

1. Access Events Screen:

   • Navigate to the events screen within your management interface.

2. Applying Filters:

   • Locate the filter option and select "Event Name."
   • Enter "Lease Expiration Date" as the filter criteria.

3. View and Customization:

   • Choose a table view to display the filtered results.
   • Customize columns as needed:
     • Add columns such as expiration dates, renewal notices, remaining options, etc.
     • Adjust column layout to suit your reporting needs.

4. Export or Save:

   • Export the report if necessary.
   • Save the view configuration for future use:
     • Click on "Save View" and name it (e.g., "Expiration Report").
     • Saved views appear for easy access alongside other reports.

Method 2: Using the Locations Screen

1. Access Locations Screen:

   • Go to the locations screen in your interface.

2. Switch to Table View:

   • Start by switching to the table view for a clearer display.

3. Customize Columns:

   • Click on "Columns" and remove unnecessary columns.
   • Add relevant columns such as expiration dates, renewal notices, remaining options, etc.

4. Save and Access Saved Reports:

   • Save the customized view:
     • Click on "Save View" and name it ("Expiration Report" for instance).
   • Once saved, the report is readily accessible for future reference and can be quickly accessed alongside other saved reports.