Power Reports for works orders - further enhancements

Owned by Fiona Wilson, created
Last updated: Sept 08, 2022
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

The ability to run Power Reports on works orders was introduced in AgencyCloud 12.153, as outlined here

In AgencyCloud 12.154, further enhancements have been made, click links below for more information:

For more information on building Power Reports, click here

Works order criteria can be added to property, tenancy & company Power Reports

The report type selected determines both the report criteria options offered & the how the results are displayed - i.e. a property report for works orders will return properties, a tenancy report will return tenancies & a company report will return companies (or suppliers)

From Power Reports:

  • Select report type of property (lettings), tenancy or company

  • Build property/tenancy/company criteria

  • From Linked Records, select Works Orders

  • Works order criteria will be displayed - click Pick Works Orders Criteria to display criteria options
    The example shown is for a property report, although the same criteria options are offered when choosing to report on works orders from a tenancy or company report

Example property report - reporting on works orders

This report will return all properties with current tenancies, for a specific property manager, with outstanding works orders due to be completed this week

Works order Power Reports can be added to a panel on the Organiser

A works order report can be added to a panel on the Organiser - a new or pre-saved report can be added

From Organiser panel you wish to add works order report to:

  • Hover over panel header and click cog icon to access Panel Setup

  • From Pick categories to display section, click + New Category

  • Click Setup Power Report for options to:

    • Create new - build a new Works Order Power Report

    • Choose existing - pick an existing saved Works Order Power Report

    • Import from file - if you have been supplied with a Works Order Power Report file (.rrd file), this can be imported from here

  • Ensure Category name is entered plus sorting and sharing options are set-up as required, click Save

  • The new category will be added to the bottom the Pick categories to display section - tick to enable
    The asterisk (*) indicates a custom user-added category

  • Hovering over the category displays a summary of it, along with a cog icon to the right which allows the category to be edited or deleted

  • Click the tick (top right of panel header) to save the panel setup - the new category is displayed at the bottom of the panel