🎯 Goal
Export your lease records out of Kato, as a spreadsheet or a comp schedule, for client reports, offline analysis, team reviews, or valuation work.
❓ Why
Lease data in Kato is your agency's most valuable asset after its people. Being able to pull a comp schedule, a benchmark report, or a team performance extract in seconds turns that asset into client-facing value.
🔍 Overview
Two export routes: export a filtered list as a spreadsheet (CSV / Excel) for analysis, or export a selected set of leases as a Comp Schedule report (for sharing with clients).
📊 Route A — Export as spreadsheet
Open Leases.
Apply filters to get the cohort you want.
Use the download option to export as CSV or Excel.
Kato exports exactly what's in view — so filter deliberately first.
📊 Route B — Export as a Comp Schedule
Open a lease record.
Click Export Comp.
Download the comp document.
Repeat for additional records to build a multi-property comparison.
For a more structured comp schedule, use the Comp Schedule feature from a disposal — you can include your own transactions plus marketplace availability in one schedule.
✅ You've done it when…
You have the export (spreadsheet or comp schedule) saved locally and ready to share, analyse, or include in a client report.
💡 Common mistakes & pro tips
Filter first, export second. "All leases ever" is rarely what you want.
The more data in each lease record, the better the comp. A lease with just address and rent is weak evidence; a lease with rent-free, ITZA, fit-out contribution, and break details is strong.
Check confidentiality before sharing. If your export includes a lease marked confidential or under NDA, strip it before sending externally.
For client comp schedules, use Kato's Comp Schedule feature from a disposal rather than exporting raw leases. It's formatted for clients.
Exports are snapshots. Don't treat a week-old export as current data — return to Kato for the live version.
💬 Need Help?
📞 0203 772 8898
