Your IFRS 16 Reporting processes can be made even easier by utilising the Preset feature. In this article, we're showing you how to save a configuration of any of our IFRS 16 Reports in OneLease to re-use in future.
Create and Save a Preset
- Click on the Report you'd like to create a Preset for.
- Set up your report as desired using the customisation tools.
The Relevant Date Picker feature is particularly useful when you're creating Presets, as you can select current periods, the most recent periods, and “X to date” periods which update in real time. For example, if you created your Preset in March, and selected “Last Month” in the Relevant Date Picker, when you use that same Preset in June, it will automatically present the relevant information for May.
- Click on the “Save Preset” icon next to the Download button.
You can save a Preset before or after you run your report.
- Give your Preset a name, then click “Save Preset”. Note that other users in your Organisation can view and use the reports you save, so it is useful to give the Preset a unique name.
Generating a Report using a Preset
- Navigate to the Reporting page and click “Saved Presets”.
- Select the Saved Preset report you'd like to generate, and click “Run preset”.
- You can make additional changes to your report configuration, or simply click “Run Report”.
Please note: If you made additional changes and save your Preset again, this will override the existing Preset you created initially. To avoid this, Copy your Preset first.
Your Report will then generate as per your Preset configuration.
Copying a Preset
To make a similar Preset to one you've already created, without starting from scratch, use the Copy Preset feature.
- Open an existing saved Preset.
- Update your Report configuration as desired.
- Click the “Copy Preset” icon in the top right corner.
- Rename your copied Preset, then click “Save Preset”.
You can then navigate to your Saved Presets and you'll find your copied Preset ready to use.
Deleting a Preset
- From the Saved Presets page, open the Preset you'd like to delete.
- Click the “Delete Preset” button.
- Click Delete Preset Name here, e.g., Delete Journal report - last Quarter Property.
Your selected Preset will be deleted from Saved Presets.
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