Saving Power Report criteria and sharing reports

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

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 - see 2a Only x can edit this report: allows you to protect the report from edits by other users who have access to it Click Save	2a - 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

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