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This guide has been reviewed against our global client base and classed as relevant to all regions |
Power Reports are a flexible reporting tool that allow you to run reports on virtually anything in AgencyCloud
This guide explains the basics of building a Power Report - further Power Reporting guides are available, see links at the bottom of the page
On the main menu, click Reports and select Power Reports:
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Access Power Reports screen & choose the report type |
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From the main menu: Click Reports and select Power Reports A blank report screen will be displayed Image AddedIf you're running a Property Report, click Pick Property Criteria and move to the next step OR Click Property Report then select the type from the menu If you want to report on archived data, make sure you choose Include archived records from this menu Image Added Info |
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If you use AgencyCloud for sales |
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& lettings, make sure you've got the right mode selected before choosing your report criteria - see 1a |
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title | 1a. Switch from sales to lettings (or vice versa) |
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| To run a lettings report, click Sales and select Switch to Lettings (& vice versa) |
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2. Choose the criteria for your |
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When choosing the criteria for your report, consider which elements/fields in your database you need to query to get the information you need - these should be picked as your report criteria |
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Tip |
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Some report types have a Show more link to allow further options to be displayed/selected |
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3. Adding report criteria Image AddedClick the first criteria option required, e.g. Office Selecting is current office automatically reports on your office
Click Pick Property Criteria to return to the criteria options (seen in step 2) and continue building the report
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4. Continue building your Power Report Image Added |
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You can save frequently used Power Reports and also add them to your Organiser dashboard - see this guide Adding and removing categories on the Organiser (section 3) |
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Guide which outlines the basics of building a Power Report |