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

1. Build your report criteria

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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 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?

report results - using grids, print & export options shows what you can do with your report results
saving report criteria and sharing reports explains how you can save regularly used reports

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

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