Re-Leased provides several options for generating, printing, downloading, and emailing reports. This article covers all available export and sharing methods.
Generate a Report on Screen
Select the report from the menu and configure any filters.
Click Generate Report on Screen.
The report populates immediately for review in the browser.
Print as PDF
Select the report and set your desired filters.
Click Print as PDF to download a formatted PDF.
If a different layout is needed (e.g. landscape), select the layout preference from the dropdown beside the Print as PDF button.
Download as CSV
Select the report and configure your parameters.
Click Download CSV.
The CSV file can be opened in any spreadsheet application for further analysis.
Email Trust/Client Accounting Reports
Certain Trust/Client Accounting reports — including the Financial Details and Financial Summary reports — can be emailed directly from Re-Leased.
Go to the report you want to email.
Configure any relevant options.
Use the Email report dropdown to send the report to the preferred recipient.
In Asia-Pacific, "Trust Account" is the standard term; European customers refer to it as "Client Account". Client/Trust Accounting functionality does not apply to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.