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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 in AgencyCloud
This guide explains how to save Power Report criteria and how it can be made available to other users
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The example report used on this page identifies current vendors who haven't been contacted this month |
1. Build the report and save | 
Image RemovedClick Save |
2. Save & share options From Save Report screen: New Report Name: enter a name to identify the report  Image AddedShare with: default is to share the report with your office, other offices can be added where available - see 2a Click Offices to access other share options allowing open, limited or no access to this report  Image AddedOnly x can edit this report: allows you to protect the report from edits by other users who have access to it Click Save
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| title | 2a - other share options
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Click Offices to access other share options allowing open, limited or no access to this report  Image Removed |
3. Predefined Reports list Saved reports are displayed in the Predefined Reports list to the right of the screen Hovering Hover over the saved report displays 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 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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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 |
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