Batch Profiles

Lease administrators can create batch profiles to specify which leases the batch should be run on. Profiles can be created based on a set of filters, or by selecting specific leases. You can use a batch profile for multiple batches.

If Filter by Lease is disabled, you can filter by Groups, Master Agreements and Contracts, or other miscellaneous filtering options. Note that when Nakisa Real Estate is configured as a standard real estate solution, the Master Agreement and Contract filters are unavailable.

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.

Users can view their profiles on the Batch Profiles page.

To create a profile:

  1. In the application menu, click Batch > Batch Profiles.
  2. Click to open the Create Batch window.
  3. Enter a Name for the batch.
  4. Click Filter by Lease to select one or more leases for the profile instead of using filters. This option can be changed later, if needed.
  5. Click Save.
  6. Once a batch 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. Click Save.

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