Occupiers by block - example Power Report

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 all regions

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

This guide gives an example of a useful Power Report you can run to generate a list of occupiers by block

This example can be built on, or criteria options removed, to suit your requirements

Remember, when building Power Reports, to consider which elements/fields in your database you need to query to get the information you need - these should be picked as your report criteria


On the main menu, click Reports and select Power Reports: 

1. Build your report criteria

 

2. Criteria needed

For this report, criteria options to use are:

  • Select Unit report type 
    Once selected, displays as Estate Unit Report

  • From Linked Records list, add sub-report of Block

    • Click Pick Block Criteria

      • Select Name - leave contains selected and then enter the block name (e.g. north block)

 

3. Click Run Report

The units in the named block will be displayed in a grid list

To see occupier details:

  • Right-click over the grid headings, select Pick columns and click Occupier and Occupier Phone
    The occupier details will now be shown in the grid

  • To ensure that occupier details are always shown (where possible), right-click over the grid headings again and select Save grid layout

Option to export to spreadsheet

  • Right-click over the grid headings, select Export to and click Microsoft Excel Spreadsheet
    Other options are available via the Print button - see links below for more information

Need more?