The Leasing Activity Report in Deal Manager provides a comprehensive, customizable view of all deals in the user's environment. It supports advanced filtering, layout customization, and export options for detailed reporting and analysis.
🚪 How to Access the Leasing Activity Report
To open the Leasing Activity Report:
Navigate to Reports > Deal Manager Reports > Leasing Activity
🔍 Filtering the Report
Available Filters
At the top of the report, users can filter deals using the following criteria:
Market
Sign Date Range
Last Modified Period
Company
Additional filters under the “More” dropdown, including:
Lead Sources
User Defined Fields (UDFs)
Applying and Saving Filters
Click the green Search button to apply selected filters.
Click the Save button to store filter sets.
Access saved filters via the Saved Filters dropdown.
🛠️ Customizing the Report Layout
Column Selection
Use the black hamburger menu on the right side of the page to:
Select/Deselect All Columns
Individually Select/Deselect Columns using the ✔ or ❌ icons
By default, all columns except User Defined Fields are included.
Deal and Proposal-level UDFs configured in Company Settings appear at the end of the column list and can be added manually.
Property Attributes
Property attributes can be added to the report.
Note: Including property attributes may slow down report rendering.
Column Actions
Click the arrow next to any column name to:
Sort
Hide
Group
Aggregate
Freeze (left or right)
💾 Saving and Sharing Layouts
Users can create and manage custom report layouts:
Creating a Layout
Make desired edits to the report.
Click Save As to:
Name the layout.
Set it as the default view (optional).
Managing Layouts
Edit, rename, or update existing layouts.
Share layouts with other users in your environment.
This feature is ideal for tailoring report views to specific roles or departments.
📊 Report Data Included
The Leasing Activity Report includes extensive deal-related data:
Market
Budget
Benchmark
Prior Lease
Deal Metrics
Commissions
Job Costs
📤 Exporting and Printing the Report
Export Options
Use the black hamburger menu to export the report:
Export All Data: Full report export
Export Visible Data: Export based on current layout and filters
Formats supported: Excel and CSV
Print PDF Report
Select Print PDF Report to generate a non-customizable version.
This PDF includes a fixed set of columns and ignores layout/filter changes.
Also accessible via:
Reports > Deal Manager Reports > Leasing Activity Report Download