Content Comparison

1 Save RRD file

• Using the library below, click the required RRD file

• Select Download and choose a place to store it on your PC/laptop

2 Access Power Reports screen

From the main menu:

• Click Reports and select Power Reports
  

3 Locate RRD file

Locate the saved RRD file on your PC/laptop

• Click and drag the file to the Predefined Reports section on Power Reports screen
  
  The Import Report screen will be displayed

4 Import Report

• In New Report Name, enter an appropriate title for this report
  

• Share with allows you to choose how you wish to share this report criteria
  Options are: Share with Everyone, Offices, Negotiators or Do not share
  

• When sharing the report, tick the box if you want to stop the report criteria from being edited by those you are sharing it with
  

• Click Save
  

5 Running a saved report & further options

The saved report is shown on the right of the Power Reports screen as a Predefined Report

• Click the report to display its criteria to the left
  Ensure that all criteria options are entered/picked, as required (or leave blank to report on all)
  e.g. if a report requires date, office or negotiator criteria to be entered, ensure you enter the required date or date range/offices/negotiators before running the report

• Click Run Report

• Right-clicking over the Predefined Report gives further options

  • Sharing options displays the screen shown in step 4 to allow the share settings to be changed

  • Delete report removes the report criteria from the Predefined Report list

  • Export to file allows an RRD file to be saved for the current report criteria

  • Export to code - for use by Reapit Support

  • Create new report based on this allows a duplicate report to be created and saved

Predefined Reports can also be added as a category on an Organiser panel, as outlined here:  Adding and removing categories on the Organiser (see step 3b)

Sales/lettings applicants who are actively viewing within a recent time period and who are looking to buy/rent within a specific price bracket

Sales/lettings applicants registered at your office, owned by a specific negotiator, who have not had their last call updated since before a specified date

Sales/lettings applicants registered at your office who have had recent contact
Criteria is set to Last Week, but can be changed

Current sales/lettings applicants with no selling/letting position entered

Active sales/lettings applicants from the current office, marked as Hot

Active sales/lettings applicants marked as Hot but who have never viewed a property

Sales applicants that are renting or have nothing to sell, who have viewed this month but are not marked as Hot

Active sales/lettings applicants registered at your office that have not been matched to any properties since a given date

Generates a report of applicants who were registered some time ago and who are no longer actively looking

Before running the report, need to alter the dates in both the Registered field and journal entries Created field to suit the timeframe you wish to report on

If needing to send the report to Reapit Support for applicants to be removed in bulk, ensure that the Registered column is added to the results grid before exporting it to Excel, as outlined here

Lettings properties that have details of a specific certificate type uploaded to AgencyCloud Reapit - use Type field to select the type of certificate you wish to report on (also may want to click Pick Property Criteria & add Lettings Status & Office options to narrow down report results)

e.g. select EICR type to return properties that have details of an electrical installation condition report uploaded

This report returns lettings properties with a certificate that has expired, providing today’s date is entered in the End Date field

Extra criteria has been added to this report which ensures that properties returned that are not external, have a gas supply and are from the current office (the Lettings Status field can also be completed to filter properties by status)
Any of the extra criteria options mentioned above can be changed/removed to suit

This report returns lettings properties with a certificate that will expire in the next 14 days

Extra criteria has been added to this report which ensures that properties returned that are not external, have a gas supply and are from the current office (the Lettings Status field can also be completed to filter properties by status)
Any of the extra criteria options mentioned above can be changed/removed to suit