Power Reports library

1 Save RRD file

• Using the library below, click the required RRD file

• Select Download and choose a place to store it on your PC/laptop

2 Access Power Reports screen

From the main menu:

• Click Reports and select Power Reports
  

3 Locate RRD file

Locate the saved RRD file on your PC/laptop

• Click and drag the file to the Predefined Reports section on Power Reports screen
  
  The Import Report screen will be displayed

4 Import Report

• In New Report Name, enter an appropriate title for this report
  

• Share with allows you to choose how you wish to share this report criteria
  Options are: Share with Everyone, Offices, Negotiators or Do not share
  

• When sharing the report, tick the box if you want to stop the report criteria from being edited by those you are sharing it with
  

• Click Save
  

5 Running a saved report & further options

The saved report is shown on the right of the Power Reports screen as a Predefined Report

• Click the report to display its criteria to the left
  Ensure that all criteria options are entered/picked, as required (or leave blank to report on all)
  e.g. if a report requires date, office or negotiator criteria to be entered, ensure you enter the required date or date range/offices/negotiators before running the report

• Click Run Report

• Right-clicking over the Predefined Report gives further options

  • Sharing options displays the screen shown in step 4 to allow the share settings to be changed

  • Delete report removes the report criteria from the Predefined Report list

  • Export to file allows an RRD file to be saved for the current report criteria

  • Export to code - for use by Reapit Support

  • Create new report based on this allows a duplicate report to be created and saved

Predefined Reports can also be added as a category on an Organiser panel, as outlined here:  Adding and removing categories on the Organiser (see step 3b)

Applicants that, according to their applicant status, are not yet on the market but haven't been identified as a potential client in the applicant status screen

Need to use the Postcode criteria to enter required postcodes for your area

Once this report has been run and the applicants contacted - where relevant, applicants should be marked as a Potential Client in Applicant Status (to ensure they are included in a Potential Client report)

Active sales/lettings applicants from the current office, marked as potential clients

Live sales/lettings Market Appraisals that have an associated market appraisal diary appointment after a specific date

Could also add Last call to the Property criteria to return MAs not contacted since a given date

Returns sales/lettings properties with the status of lost instruction

Returns sales/lettings properties with property status of Market Appraisal and with at least one confirmed Market Appraisal appointment (that wasn't cancelled) within a set timeframe

Cancelled market appraisal diary entries from last month on properties from the current office

Current applicants that do not have a vendor/landlord role but, according to their applicant status, are a potential vendor/landlord

Live sales applicants from the current office who:

• don’t have a vendor role at Pre-Appraisal or Market Appraisal

• were registered after a specific date (need to enter a date in Time field)

• are not marked as a Potential Client

• does not have a buying position of First Time Buyer or Buying Agent

• does not have a selling position of Renting or Nothing to sell

Use the Full address field to filter applicants by address

Archived sales applicants whose buying reason was set to Investor/To let - worth reviewing for potential landlords

Archived sales or lettings properties from the current office with the status of Withdrawn along with a journal entry of Sales or Lettings status to Withdrawn created last year

Archived properties with sales/lettings status set to withdrawn

Can be filtered by bedrooms, reception rooms, price/rent or address

Live & archived properties (for the current office) with an exchanged date in a given range

e.g. to generate a list of people who exchanged in January one year ago, enter dates as from 01/01/yy to 31/01/yy

Sales/lettings applicants who are actively viewing within a recent time period and who are looking to buy/rent within a specific price bracket

Sales/lettings applicants registered at your office, owned by a specific negotiator, who have not had their last call updated since before a specified date

Sales/lettings applicants registered at your office who have had recent contact
Criteria is set to Last Week, but can be changed

Current sales/lettings applicants with no selling/letting position entered

Active sales/lettings applicants from the current office, marked as Hot

Active sales/lettings applicants marked as Hot but who have never viewed a property

Sales applicants that are renting or have nothing to sell, who have viewed this month but are not marked as Hot

Active sales/lettings applicants registered at your office that have not been matched to any properties since a given date

Generates a report of applicants who were registered some time ago and who are no longer actively looking

Before running the report, need to alter the dates in both the Registered field and journal entries Created field to suit the timeframe you wish to report on

If needing to send the report to Reapit Support for applicants to be removed in bulk, ensure that the Registered column is added to the results grid before exporting it to Excel, as outlined here

Properties with a recent market appraisal appointment plus a recent status change to for sale/to let

Live and archived sales properties that had an offer fall though last month

Sales/lettings properties registered at your office who have had recent contact logged
Criteria is set to Last Week, but can be changed

Current sales/lettings properties registered at your office that have not been matched to any applicants since a given date

Properties that have completed since a specific date

Report allowing you to manage keys and track their movements

No specific key criteria is selected, allowing you to choose what is relevant to you

Lettings properties that have details of a specific certificate type uploaded
- use Type field to select the type of certificate you wish to report on (also may want to click Pick Property Criteria & add Lettings Status & Office options to narrow down report results)

e.g. select EICR type to return properties that have details of an electrical installation condition report uploaded

Current sales/lettings properties with an uploaded EPC graph

Current sales/lettings properties without an uploaded EPC graph

Current sales/lettings properties, focusing on marketing consent options

For the Marketing consent criteria, select the required option to report on
(e.g. given, not asked etc.)

Current sales/lettings properties to identify vendors/landlords without ID checks uploaded

Viewing appointments within a specified time frame that weren't cancelled

Cancelled viewings (made with the current office) for the current office’s properties, within a given date range

Offers logged in the last month by applicants who are first time buyers and registered with your office

Offers set to Pending on your office’s properties that are set to For Sale - Available where the last call date is before a specific date

Properties in the current office, where the property status is For Sale - Available/Unavailable or SSTC - Available/Unavailable, with an offer status of Accepted

An Offer report is also available which is similar to running a Power Report but with the addition of displaying Sales Progress information in the results grid, click here for more information

Returns list of landlords with more than one property - where needed, can add to criteria to narrow down

Live and archived landlords with a record of at least one property its status set to Tenancy Finished

Returns tenancies with Tenancy Current status on live properties where the tenancy status changed to current tenancy last month

Returns tenancies where the tenancy Role is set to Managed tenancy
This report also has blank criteria fields added for Manager & Status - allowing the report results to easily be filtered by Property Manager and/or Tenancy Status

Returns tenancies with Tenancy Current status on properties where no property inspection has been booked within the next 12 months
Use the Time criteria to altter the amount of months to report on

Lettings properties that have details of a specific certificate type uploaded to AgencyCloud - use Type field to select the type of certificate you wish to report on (also may want to click Pick Property Criteria & add Lettings Status & Office options to narrow down report results)

e.g. select EICR type to return properties that have details of an electrical installation condition report uploaded

This report returns lettings properties with a certificate that has expired, providing today’s date is entered in the End Date field

Extra criteria has been added to this report which ensures that properties returned that are not external, have a gas supply and are from the current office (the Lettings Status field can also be completed to filter properties by status)
Any of the extra criteria options mentioned above can be changed/removed to suit

This report returns lettings properties with a certificate that will expire in the next 14 days

Extra criteria has been added to this report which ensures that properties returned that are not external, have a gas supply and are from the current office (the Lettings Status field can also be completed to filter properties by status)
Any of the extra criteria options mentioned above can be changed/removed to suit

Sales or lettings applicants registered the previous day in your office

Sales or lettings applicants registered to your office called the previous day

Sales or lettings applicants registered to your office to call today

Sales or lettings applicants registered to your office to call tomorrow

Appointments in your office’s diary for today

Appointments in your office’s diary for tomorrow

Appointments in your office’s diary from yesterday

Sales or lettings MAs registered to your office called the previous day

Sales or lettings MAs registered to your office to call today

Sales or lettings MAs registered to your office to call tomorrow

Sales or lettings offers for properties in your office made the previous day