Overview
The Clauses report provides detailed information about lease clauses across your portfolio. You can generate the report for the entire portfolio or apply filters to focus on specific properties, tenants, or customers.
Key benefits / use cases
View all clauses in one place for compliance and analysis.
Filter by property, tenant, or customer for targeted insights.
Analyze clause details such as amendment type, lease type, and dates.
Export data for reporting or legal review.
How to use the Clauses report
Apply filters
You can generate a clauses report for:
Entire portfolio
Specific property
Tenant
Customer
More filters include:
Brand
Clause Name
Amendment start date range
Exclude deals with clauses (flag option)
Report details
The report displays:
Tenant
Clause code
Amendment type
Lease type
Start and end dates
Clause name
Description
Leasing agent
Export options
You can export the report in multiple formats:
Excel
CSV
PDF
Steps to export
Apply the desired filters to customize your report.
Click the black box icon on the right side of the screen.
Select or deselect columns to include in your export.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to create a clean, relevant report before exporting.
FAQs
Can I filter by amendment date range?
Yes. Under More filters, you can filter by Amendment start date range.
What data does the Clauses report include?
It includes tenant details, clause codes, amendment type, lease type, start and end dates, clause name, description, and leasing agent.
Can I exclude deals with clauses?
Yes. Use the Exclude deals with clauses flag under More filters.
Can I export the report?
Yes. You can export the report in Excel, CSV, or PDF formats.
