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- Help Center
- Lease Administration
- Filtering
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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
What are saved views?
Occupier’s Saved views features allows the user to configure the table headers into a view of the data that is most important to your business. Saved views allow you to log in and see the same reporting view.
How do I save a report view?
Above the table headers, is a button titled "saved view" this enables you to save and name the table view of any lease administration report.
How do saved views work with scheduled exports?
Saved views allow you to create custom reports that can then be exported via an automated schedule or frequency. Together these features save you time and enable you to pull data from Occupier and push into other systems.