Saving Power Report criteria and sharing reports

Owned by Fiona Wilson
Last updated: Jan 19, 2024
2 min read

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

Reapit Power Reports are a flexible reporting tool that allow you to run reports on virtually anything

This guide explains how to save Power Report criteria and how it can be made available to other users

The example report used on this page identifies current vendors who haven't been contacted this month

1. Build the report and save

2. Save & share options

From Save Report screen:

  • 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

    Click Offices to access other share options allowing open, limited or no access to this report

  • Only x can edit this report: allows you to protect the report from edits by other users who have access to it

  • Click Save

3. Predefined Reports list

  • Saved reports are displayed in the Predefined Reports list to the right of the screen

  • Hover over the saved report to display a summary of the report

  • Right-click the report to go back to the sharing options (as covered above) and for other options such as to export or delete the saved 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

You can save frequently used Power Reports and also add them to your Organiser dashboard - see this guide Adding and removing categories on the Organiser (section 3)