Estate units missing appointments - example Power Report

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 units where a specific appointment has not been booked

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

Build your report, as outlined in Building a Power Report
The finished report criteria is shown here
Use the guide below to ensure you add all the criteria required for this report

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 Appointments
- Click Estate Unit has appointments
  - Select Estate Unit does not have appointments
- Click Pick Diary Criteria
  - Select Type - leave any of selected and then enter the required appointment type (e.g. Block Inspection)

3. Click Run Report

The relevant units missing the specified appointment will be listed

Need more?

report results - using grids, print & export options shows what you can do with your report results
saving report criteria and sharing reports explains how you can save regularly used reports

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