Financial Obligation Report Profiles

Financial Obligation Report profiles allow you to specify which leases to use for the report based on a defined set of filters. You can only associate active leases to a report profile.

You must have at least one profile defined to generate a report.

The Financial Obligation Profiles page displays all of the profiles that you have created.

To create a profile:

  1. In the application menu, click Main > Financial Obligation Management > Profiles.
  2. Click .
  3. Enter a Name for the profile.
  4. Click Filter by Leases to select one or more leases for the profile instead of using filters. This option can be changed later, if needed.
  5. Optionally enter a Description, and add any additional notes.
  6. Click Save. Once your profile is created, you can filter your leases, or if Filter by Lease is enabled, select specific leases. The Active Leases table lists all the leases that will be included in the profile.
  7. After a profile is filtered, the list of active leases that are included in the profile is updated. To refresh the list of leases to match the filters, click Preview.
  8. Click Save.

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