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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

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    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 Unit report type 
    Once selected, displays as Estate Unit Report

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

    • Click Pick Block Criteria

      • Select Name - leave contains selected and then enter the block name (e.g. north block)

3. Click Run Report

The units in the named block will be displayed in a grid list

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To see occupier details:

  • Right-click over the grid headings, select Pick columns and click Occupier and Occupier Phone
    The occupier details will now be shown in the grid

  • To ensure that occupier details are always shown (where possible), right-click over the grid headings again and select Save grid layout

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Option to export to spreadsheet

  • Right-click over the grid headings, select Export to and click Microsoft Excel Spreadsheet
    Other options are available via the Print button - see links below for more information

Tip

Need more?

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Example Power Report to generate a list of occupiers by block

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