NetLease Untagged Transactions

Overview

The Untagged Transactions report provides details of impacts to lease accounts missing a lease tag or transactions with a lease tag that do not have the corresponding schedule line tag. In most cases, the user would expect this report to be blank. If transactions appear, this may indicate a transaction needs to be tagged to a lease or schedule line.

Step by Step Process

Navigation:

NetLease > Reports (All Reports or Admin Reports) > NetLease Untagged Transactions > Run

Filtering:

The report search can be filtered to display in the desired style:

Results:

Upon running the report the user will see a summarized report of transactions that are missing a lease tag or a schedule line tag (if applicable). Select the export button to download the report into Excel. 

Troubleshooting

1. The report presents transactions that have not been tagged to a NetLease Lease, if the transaction has been tagged to a lease and schedule line it will not appear in the report.


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