Block Management Power Report updates (12.161)

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

In AgencyCloud 12.161, various updates have been made to enhance Power Reporting functionality for Block Management

Updates include:

Estate criteria - new options are available
Report results grid:
1. Additional columns can be added to the grid
2. Extra export options are available via a right-click

All the above additions are explained below

1. Estate criteria

When choosing to run an Estate Report, new criteria options have been added to allow you to filter the report results, as follows:

Client Account: select specific account(s) to report on or exclude from your report
Financial year start: report within a specific date range
Status: select specific status type(s) to report on or exclude from your report
Year start: report within a specific date range

The screen below shows all new options selected plus example criteria that can be chosen

2. Report results grid

a. Additional columns can be added to results grid

Additional columns are available to be added to the report results grid

From the report results grid:

Right-click over grid headings, select Pick columns and click More
The following new columns are available: Client Account, Financial Year Start, Pre-Approved Works Limit and Service Charge Invoicing
Select required column, use Move Up/Down options to re-order the columns and click Accept
To ensure the columns are shown for all future estates reports, right-click over the grid headings again and select Save grid layout

b. Extra export options are available via a right-click

Options for exporting report results have been expanded to include being able to export to a custom grid

From the report results grid:

Right-click over grid headings and select Export to
As well as being able to export to a Standard Excel spreadsheet or XML Document, custom templates can now be selected and new custom templates created/edited

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