Works order reporting available for Block Management estates

Owned by Fiona Wilson, created
Last updated: Feb 24, 2023
2 min read

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

When using Block Management functionality, an option to filter works order reports to only show block management estates is available via an estates criteria option

Once selected, this offers further criteria to filter the estates works orders

1. Works order linked records option & criteria

From Power Reports screen:

  • Select Works Orders as the report type

  • In Linked Records section, select Estate
    This will filter the report results to show works orders for Block Management estates only

  • This criteria option offers further estate criteria which can also be applied to filter the report

2. Example report

This report will return works orders for estates only that were booked this week and where the current user is the estate Key Contact/manager

For more information on reporting & using Power Reports, click here: