---
title: "Exporting Reports and Postings"
description: "In the ‘Export’ workspace in Lucanet Lease Accounting, you can export existing postings and generate reports for the data that has been recorded in Lease Accounting. This is useful for purposes such as sharing data with other parties, evaluation and comparing data."
source_url: https://support.lucanet.cloud/en/documentation/lease-accounting/export-data
language: en
last_updated: 2023-08-16
---
# Exporting Reports and Postings

## Overview

In the **Export** workspace, you can:

- Generate **reports** for the data recorded in Lease Accounting. The following reports are available:

 - **Balance values for reference date**
 - **Contract overview**
 - **Disclosures**
 - **Asset register**
 - **Account balances**
- Export postings that have already been [created](https://support.lucanet.cloud/en/documentation/lease-accounting/create-postings.md) so they can be imported into other systems.

All the reports and postings created can be downloaded separately in the form of an **Excel file**.

{% warning-box %}
The option to export postings is only available to users with a standalone license for **Lucanet Lease Accounting**.

If you have a Consolidation & Financial Planning license, you can [import](https://support.lucanet.cloud/en/documentation/lease-accounting/importing-postings-cfp.md) the postings created in Lease Accounting directly to Consolidation & Financial Planning using a script.
{% /warning-box %}

## Creating Reports

Reports have several uses; for example, they can provide an overview of the contracts in Lease Accounting or be used to compare the figures calculated by the software solution against the data on the balance sheet.

To generate a **report**, proceed as follows:

{% stepper %}
{% stepper-step %}
Navigate to **Export | Create reports:**

Create a report
{% /stepper-step %}
{% stepper-step %}
In the **Report type** field, select the report type you want to generate from the drop-down list.

{% info-box %}
The available report types and report-specific additional information are described in the following section.
{% /info-box %}
{% /stepper-step %}
{% stepper-step %}
In the **Reporting entities** drop-down list, select the reporting entity or entities for which you want to create the report.

{% info-box %}
The selection of multiple reporting entities is only available for the report types **Disclosures** and **Balance values for reference date**. If you select more than one reporting entity, the data is compiled into one file.
{% /info-box %}
{% /stepper-step %}
{% stepper-step %}
(Optional) Activate the **Select report currency** option if you want to generate the report in a specific currency, then select the desired currency from the **Select currency** drop-down list. By default, the currency of the contract component is applied.

{% info-box %}
**Notes:**

- The **Select report currency** option is available for all report types except **Contract overview**.
- If the **Select report currency** option is not activated, the contract currencies will be applied (i.e., each contract's values appear in its original currency).
{% /info-box %}
{% /stepper-step %}
{% stepper-step %}
Click **Generate report**.
{% /stepper-step %}
{% /stepper %}

### Report Types

The following **report types** are available in Lease Accounting:

#### Balance values for reference date

Generates subsequent overviews:

- Overview of the Balance values for reference date (end of last month)
- Overview of the Component events for the reference date (first of a month)

Requires entering the following information:

- Reporting entities
- The start of reporting period
- Reference date
- Report currency

#### Contract overview

Generates an overview of all the existing contracts

Requires entering the following information:

- Reference date

#### Disclosures

Generates a detailed breakdown of lease liabilities and assets for the selected reporting entity

Requires entering the following information:

- Reporting entities
- The start of the reporting period
- The end of the reporting period
- Report currency

#### Asset register

Generates an overview of all assets and asset-related information

Requires entering the following information:

- The end of the reporting period
- Report currency

#### Account balance

Generates an overview of the balances for each account, aggregated by:

- Transaction type
- Cost center and/or,
- Asset class

This report allows a reconciliation of the balance in the Lease Accounting database with the balance of the accounts in the balance sheet to make sure that both are in line and postings are complete.

Requires entering the following information:

- Posting date from
- Posting date to
- Aggregate by transaction type/cost center/asset class
- Report currency

{% info-box %}
**{% u %}Notes on creating reports:{% /u %}**

- The report will be created in **XLSX format**, and a download link will be added to the **Reports** section of **Created files**.
- The **file name** of each report type is structured as follows:

 - **Contract overview**: Contract-Overview\_ _ID of the lessee (reporting entity)_\_ _creation date_\_ _creation time_.xlsx
 - **Balance values for reporting date**: Balance-values-for-reference-date\_ _ID of the lessee (reporting entity)_\_ _creation date_\_ _creation time_.xlsx
 - **Disclosures:** Disclosures---in-reporting-currency\_ _name of the lessee (reporting entity)\_creation date_\_ _creation time_.xlsx
 - **Asset register:** Asset-Register\_ _ID of the lessee (reporting entity)\_creation date_creation time_.xlsx
 - **Account balance:** Aggregated-posting-entries-YTD---account-level\_ _ID of the lessee (reporting entity)_\_ _creation date_\_ _creation time_.xlsx
{% /info-box %}

## Exporting Postings

{% warning-box %}
The option to export postings is only available to users with a standalone license for **Lucanet Lease Accounting**.
{% /warning-box %}

To create an **Export** of the [existing](https://support.lucanet.cloud/en/documentation/lease-accounting/create-postings.md) **postings**, proceed as follows:

{% stepper %}
{% stepper-step %}
Open the **Export postings** workspace:

The ‘Export postings’ workspace

{% /stepper-step %}
{% stepper-step %}
Select the **Export date**, i.e. the latest date for which you want to export postings.
{% /stepper-step %}
{% stepper-step %}
Click **Export postings**.

{% /stepper-step %}
{% /stepper %}
{% info-box %}
The export will be created in **XLSX format**, and a download link will be added to the **Postings** section of **Created files**.

The file name is structured as follows: **_Export date_\_ _Export time_\_ _ID of the lessee (reporting entity)\___BookingVoucher __file ID assigned by the Server._ xlsx**
{% /info-box %}

## Viewing and Downloading Created Files

The **Created files** workspace contains **download** links for all the **XLSX files** that have been created as described above. It makes no difference which reporting entity you have selected in the function bar, as this area shows the files created for every reporting entity.

To download a file, proceed as follows:

{% stepper %}
{% stepper-step %}
Open the **Created files** workspace:

The ‘Created files’ workspace

{% /stepper-step %}
{% stepper-step %}
Select whether you want to view the XLSX files for the **reports** or for the **postings**.
{% /stepper-step %}
{% stepper-step %}
In the row of the file you want to download, click the Download icon .

 The file will be saved in your **Downloads folder**.

{% /stepper-step %}
{% /stepper %}