Overview

When you log into EZLease, you'll be immediately taken to the EZLease Dashboard. The dashboard contains a few different tabs, each serving a different purpose: Home, Instance Reports, Templates, and User Management:

Home - easily accessible, high-level lease portfolio metrics.
Instant Reports - a fast and simple way to run reports, without having to launch AppStream.
Templates - downloadable EZLease bulk import templates.
User Management - this tab is only visible to account Super Admins. For additional information and steps on managing users, visit: Managing users as a Super Admin

Home

The dashboard is shown as soon as you log into EZLease and contains three or four tabs (depending on your access level), with the option to view lessee or lessor data:

Notifications

Displays a list of active notices, such as upcoming expirations and rent changes. It will also display custom notices. The notifications shown are based on how you've set Notice Dates tab in the Systems Options.

Active and Expired Leases

A pie chart showing the total number of leases in EZLease, and the breakdown of active vs. expired leases.

Lease Totals

Displays the total number of active leases by classification.

Recently Added Leases

Displays a list of the last 50 leases added in the last 30 days. If no leases have been added in the last 30 days, the table will be empty.

Multi-Company

If your account includes multi-company, you will see a drop-down menu at the top of the Dashboard. The drop-down allows users to navigate between clients [databases], in order to see metrics and run reports for those specific leases.

If you don't see a client name in the drop-down, you either don't have access to that database or the environment hasn't been provisioned in your account yet. Check with your account Super Admin to make sure the client has been created and to provide access. If you need to request a new client be provisioned, contact EZLease support.

Instant Reports

The Instant Reports tab provides a fast and simple way to run reports, without having to launch AppStream.

Currently, the Audit Trail report and Current Rent report are the only reports available within Instance Reports. Additional reports will be added in the future, as this report-center demonstrates the future design of EZLease.

Templates

The Templates tab provides users the ability to download the most up-to-date EZLease bulk import templates, directly from the EZLease dashboard. Import templates are a convenient way to bulk upload data, such as uploading hundreds of leases at once.

To download one of the bulk import templates, simply navigate to the Templates tab and click the name of the template you need.

User Management

All user management is done on the User Management page of the EZLease dashboard. Once you log into EZLease, you'll be taken to the EZLease dashboard, where you'll see the User Management tab on the far right (this workspace is only visible to Super admins):

From the User Management workspace, you can view a user's name, email address, status, and roles. This information can be filtered by clicking the magnifying glass icon at the top of each column and entering a value. You can also pin users to make management easier if you have a large user population.