Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Power Reports are a flexible reporting tool that allow you to run reports on virtually anything in your Reapit database. AgencyCloud

This guide gives an example of a useful Power Report you can run to generate a list of your managed estates where a specific certificate type is missing

...


On the main menu, click Reports and select Power Reports:

1. Build your report criteria

  • Build your report, as outlined in

building
and adding a sub-report / linked record
  • The finished report criteria is shown here

Image Removed
  • Image Added

    Use the guide below to ensure you add all the criteria required for this report

2. Criteria needed

For this report, criteria options to use are:

  • Select Estate report type 

  • Click Pick Estate Criteria

  • Select Manager

    • Select is current user (your name will be displayed beside the field)
      This criteria is optional - if left blank, all estates will be returned

  • Click Pick Estate Criteria

  • From Linked Records list, add sub-report of Certificates

    • Click Estate has certificates

      • Select Estate does not have certificates

    • Click Pick Certificate Criteria

      • Select Type - select not any of selected and then enter the required certificate type (e.g. Legionella Inspection)

3. Click Run Report
The relevant estates missing the specified certificate type will be listed

Tip

Need more?

...

Filter by label (Content by label)
page
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
showSpacetypefalsepage
reversetruetype
labelsproductguide rps sales reporting
cqllabel = "est-reporting" and type = "page" and space = "RW"labelsproductguide rps sales reporting
Excerpt
hiddentrue

Power Report to generate a list of managed estates where a specific certificate type is missing

...