This guide has been reviewed against our global client base and classed as relevant to all regions
Power Reports are a flexible reporting tool that allow you to run reports on virtually anything in AgencyCloud
This guide explains the basics of building a Power Report - further Power Reporting guides are available, see links at the bottom of the page
On the main menu, click Reports and select Power Reports:
1. Access Power Reports screen & choose the report type From the main menu:
If you use AgencyCloud for sales & lettings, make sure you've got the right mode selected before choosing your report criteria - see 1a below |
2. Choose the criteria for your report When choosing the criteria for your report, consider which elements/fields in your database you need to query to get the information you need - these should be picked as your report criteria
Some report types have a Show more link to allow further options to be displayed/selected |
3. Adding report criteria
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4. Continue building your Power Report
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5. Run the report
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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)