Saving Power Report criteria and sharing reports

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 how to save Power Report criteria and how it can be made available to other users

The example report used on this page identifies current vendors who haven't been contacted this month

1. Build the report and save

Build your report, as outlined in building a Power Report and adding a sub-report / linked record
Click Save (top right)

2. Save options

New Report Name: enter a name to identify the report
Share with: default is to share the report with your office, other offices can be added where available*
Only x can edit this report: allows you to protect the report from edits by other users who have access to it
Click Save

* Other share options

Click Offices to access other share options allowing open, limited or no access to this report

3. Predefined Reports list

Saved reports are displayed in the Predefined Reports list to the right of the screen
Hovering over the saved report displays a summary of the 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

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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