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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:

1.

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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

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  • If 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

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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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below

Expand
title1a. Switch from sales to lettings (or vice versa)

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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report

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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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  • For example, to report on sales properties that are being marketed at your office for over £1m and that have been on the market for over 6 months - you need to run a Property Report for Sales and include the following criteria:

    • Office (current office)

    • Asking Price (at least £1m)

    • Instruction Date (after ...date)

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Tip

Some report types have a Show more link to allow further options to be displayed/selected

3. Adding report criteria

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  • Click 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

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  • The

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  • selected Office

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  •  criteria is shown at the bottom of the screen

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  • The cross to the right of the selected criteria allows you to remove it from the report

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  • Continue adding all other required criteria to build the Power Report as outlined in step 3

5. Run the report

  • When all criteria options have been added,

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  • click Run Report

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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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Excerpt
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Guide which outlines the basics of building a Power Report