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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 how to save Power Report criteria and how it can be made available to other

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users

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Tip

The example report used on this page identifies current vendors who haven't been contacted this month

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1. Build the report and save

  • Build your report, as outlined in 

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  • Rather than running the report, click Save (top right)

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2. Save & share options

From Save Report screen:

  • New Report Name

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  • : enter a name to identify the report

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  • Share with: default is to share the report with your office, other offices can be added where available

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  • Click Offices to access other share options allowing open, limited or no access to this report

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  • Only x can edit this report: allows you to protect the report from edits by other

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  • users

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  • who have access to it

  • Click Save

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Click Offices to access other share options allowing open, limited or no access to this report

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3. Predefined Reports list

  • Saved reports are displayed in the Predefined Reports list to the right of the screen

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  • Hover over the saved report

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  • to display a summary of the report

  • Right-click the report to go back to the sharing options (as covered above) and for other options such as to export or delete the saved report

  • Clicking the entry displays the saved report to the left, ready to

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  • run
    Where a figure is shown (top right of a saved report), this indicates the number of results that were generated last time the report was run

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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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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 save Power Report criteria make it available to other users