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This guide has been reviewed against our global client base and classed as relevant to all regions

Reapit Power Reports are a flexible reporting tool that allow you to run reports on virtually anything

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This guide explains the basics of building a Power Report

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along with adding a sub-report - which is required when needing to pull information into the report from other areas of the system

Further Power Reporting guides are available, see links

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at the bottom of the page

This guide covers:

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Build a basic report

1. Access Power Reports screen & choose the report type

From the main menu:

  • Click Reports and select Power Reports

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  • 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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Info

If you use Reapit for sales & lettings, make sure you've got the right mode selected before choosing your report criteria - see 1a below

1a. 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 report

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

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titleChoosing the right criteria options

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When choosing the criteria for your report, consider which elements/fields in your

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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

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the following criteria:

  • Office (current office)

  • Asking Price (at least £1m)

  • Instruction Date (after

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  • x date)

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Tip

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

3.

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Add report criteria

  • 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 selected Office criteria is shown at the bottom of the screen
    The cross to the right of the selected criteria allows you to remove it from the report

  • Continue adding all other required criteria to build the Power Report

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4. Run the report

When all criteria options have been added:

  • Click Run Report

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Add a sub-report / linked record to a Power Report

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A sub-report is needed in a Power Report to pull information into the report from other areas of the system

Adding a sub-report creates a filter on the data that would normally be returned in the basic report (before the sub-report is added)

1. Build the basic report & add a sub-report / linked record

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The example report used in this section returns local applicants registered in your office who have a property to sell and who are actively viewing

Build the basic Power Report

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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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(as outlined in the section above):

  • For this example, the basic report needs to be set up to return a list of local active applicants who have a property to sell - but now a linked record needs to be added to include viewing-related data in the report

To include viewing-related data:

  • From the section titled Linked Records, select the required type, such as Appointments, Contacts, Offers, Tenancies etc.

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2. Build your sub-report criteria

In the newly added sub-report section:

  • Click Pick criteria to display the criteria options below

  • Choose relevant criteria options needed for your sub-report
    Click the arrow to the top-right of the sub-report section for an option to Remove sub-report

Further menu options:

  • Above the Pick criteria option, click the text for further options including:

    • Option to report where no records exist
      e.g. can change to Applicant does not have appointments

    • Include archive records in the report

      Linked record added - showing menu options available.pngImage Added

3. Run the report

When all criteria options have been added

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:

  • Click Run Report

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  • (bottom-right of screen)

    Linked record added with criteria shown.pngImage Added
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You can save frequently used Power Reports and also add them to your

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Organiser dashboard

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- see this guide: Adding and removing categories on the Organiser (section 3)

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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How to build a basic Power Report, including how to add a sub-report to pull information in from other areas of the system