Column Configuration & Filtering
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      Lease Admin Filtering, Configuring and Quick Search

      From Search to Insights: Using Filters, View Configurations, and Quick Search to Navigate Your Lease Portfolio

      This feature enables users to generate views and reports based on specific data points within their leases. Occupier's Filtering feature allows users to break down their portfolio into subsets that are relevant to them at that time, with ease.  

      Lease filters are set up so that you can analyze your lease portfolio by particular data points. The most commonly used lease filters are:

      Types of Filters Example
      Lease Type Real Estate or Equipment
      Geography City, State, Country, Region
      Space Type Office, Retail, Warehouse, Equipment
      Term Type Month-to-month, Fixed-term
      Clauses Expiration Date, Right to Renew, etc.
      Status Active, Committed, Terminated, Pending Termination, Expired
      Rent Structure Gross, NNN, Modified Gross
      Expiration Single Date or by Range
      Lessee/ Lessor  

      Lease filtering empowers your team to analyze aggregated data points across your entire lease portfolio. 

      How to Use Filters

      Step 1: From your real estate leases dashboard, click on “filter.”

      Step 2: Now choose which filters you’d like to analyze further. In this example, let's search for Office Space in California.

      Step 3: Once you’ve selected the lease filters, click “submit.”

      Step 4: This will redirect you to your real estate lease dashboard and only highlight the lease in your portfolio that meets your filter criteria.

      Step 5: Navigate to the sort function above the leases list view

      Step 6: Select your desired sorting view from the dropdown menu

      Can you Save Filtered Views?

      Yes! You can customize your view using filters and configurations and save that view for future use.

      Can you Export Filtered Views?

      Yes! You can generate an export based on your filtered view and saved view.

       

      Quick Search on Index Pages

      We’ve made it faster and easier to find exactly what you need in Occupier with our new Quick Search Bar—now live across all Index Pages! Whether you're managing leases, tracking critical dates, or keeping up with vendors and assets, Quick Search helps you get there… well, quicker.

      Screenshot 2025-04-10 at 3.00.17 PM

      We’ve made it faster and easier to find exactly what you need in Occupier with our new Quick Search Bar—now live across all Index Pages! Whether you're managing leases, tracking critical dates, or keeping up with vendors and assets, Quick Search helps you get there… well, quicker.

      Where You’ll Find Quick Search

      You can now use the Quick Search Bar on these Index Pages:

      • Leases
      • Critical Dates
      • Clauses
      • Contacts
      • Payables
      • Vendors
      • Assets
      • Tasks

      What Can You Search For?

      Each index page supports search across specific standard fields. Here's a breakdown:

      Leases

      Critical Dates

      Clauses

      Contacts
      • Name
      • Site Name
      • Address
      • Event Type
      • Lease Name
      • Description
      • Clause Type
      • Section
      • Description
      • Summary
      • First and Last Name
      • Email
      • Company
      Payables Vendors Assets Tasks
      • Lease Name
      • Expense Type
      • Address
      • Name
      • Vendor Code
      • Address
      • Name
      • Description
      • Owner
      • Asset Class
      • Asset Type
      • Space Type
      • Equipment Type
      • Task Name
      • Description

      Heads Up: Custom Fields

      At this time, custom data fields are not included in Quick Search results. We’re always working on ways to improve functionality, so stay tuned for updates.