# Reports Help Center | LeasePilot

[Help index](/resources/help#step-throughs)06 · Extract

Step-through

# Reports

Build, filter, save, and export structured views of your portfolio data.

Workflow

Extract

Format

Interactive demo

Read time

3 min

Interactive demo loading

Fig. 01Reports

When someone asks _how many leases did we sign last quarter?_ or _what's our average draft time across the retail portfolio?_ the answer is sitting in LeasePilot. Until Reports, getting to it usually meant an export to Excel and a round of pivot tables. Now you configure what you want, hit generate, and the answer comes back as a table you can sort, save, or download.

## 01How a report comes together

A short wizard walks you through six tabs. The only required choice is the second one — every other tab is optional, and skipping it widens the report rather than narrowing it. No selection on **Buildings**, for example, means _all buildings_.

1.  i.**Document types.** Pick Lease, Amendment, LOI, or check **Specific forms** to target a named form. Leave everything unchecked for a portfolio-wide view across every document type.
2.  ii.**Data.** Either keep the standard columns (Tenant, Asset, Document, Created Date, Modified Date, Created By, Draft Time in LeasePilot) or switch to **Add additional columns** and pick from the full list. The full list is long — hundreds of fields across rent, premise, term, options, restrictions — with search and category groupings so you don't have to scroll the whole thing.
3.  iii.**Time.** No date filter, year to date, or a custom range. Quick presets cover whole years, quarters, and months. Clicking a selected preset a second time clears it.
4.  iv.**Users.** Filter the report to specific drafters or to whole groups (your firm, an outside counsel, a paralegal team). Useful for activity reviews and for isolating a single team's output.
5.  v.**Buildings.** Filter to one building, a sub-portfolio, or a region. Same logic as users — leave it empty for everything.
6.  vi.**Conditions.** Field-level rules: _Base Rent > 20_, _Premise Area > 10,000_, _Lease Term ≥ 10 years_. Stack as many as you want; every condition must match for a row to appear, so conditions narrow rather than widen.

Hit **Generate Report** at any tab and the results open in a new view.

## 02On the results screen

-   **Report parameters** panel on the left summarizes the filters you applied. Use it to sanity-check the slice before you trust the numbers, and to tweak a single filter without rebuilding the whole report.
-   **Sort any column** by clicking its header. The sort applies to what you see _and_ to the file you export.
-   **Download CSV** or **Download Excel** exports the current result set in the format your downstream tool prefers.
-   **Save Report** names the configuration and pins it for later. Saved reports are live queries, not frozen snapshots — open one tomorrow and it recomputes against the latest data.

> Note**Conditions are AND, not OR.** Every condition you add must match for a row to come back. If you expected results and got none, loosen one condition before widening the date range; that's usually the cause.

* * *

The columns Reports pulls from are the same fields you set on [deal terms](/resources/help/demos/deal-terms) when drafting, against the [buildings](/resources/help/demos/building-management) in your portfolio. Administrative activity (user changes, partner assignments) lives in the [audit trail](/resources/help/demos/audit-trail) instead — Reports is for the documents themselves.

See also

## Adjacent step-throughs

[Full index](/resources/help#step-throughs)

1.  [01
    
    Audit trail
    
    See who changed what, when, and why.
    
    Admin](/resources/help/demos/audit-trail)
2.  [02
    
    Manage buildings
    
    Edit building details, update landlord info, and know when to loop in your implementation team.
    
    Admin](/resources/help/demos/building-management)
3.  [03
    
    Multiple dashboards
    
    Separate dashboards per division, department, or property type. Users with cross-team access switch with a click.
    
    Admin](/resources/help/demos/multiple-dashboards)
4.  [04
    
    Deal terms
    
    Fill structured fields on the right; the document on the left re-writes itself.
    
    Draft](/resources/help/demos/deal-terms)
5.  [05
    
    Abstract a document
    
    Generate a Word abstract from a LeasePilot draft or an uploaded executed lease.
    
    Extract](/resources/help/demos/document-abstraction)

Sign-off

## See it on your forms, not a generic demo.

A 30-minute walkthrough, built around your forms, your clauses, and your deal logic.

[Schedule a demo](/demo)[Already on LeasePilot? Contact your team](/company/contact?type=support)