Estates missing certificates - 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 your managed estates where a specific certificate type is missing

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 Estate report type 

  • Click Pick Estate Criteria

  • Select Manager

    • Select is current user (your name will be displayed beside the field)
      This criteria is optional - if left blank, all estates will be returned

  • Click Pick Estate Criteria

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

    • Click Estate has certificates

      • Select Estate does not have certificates

    • Click Pick Certificate Criteria

      • Select Type - select not any of selected and then enter the required certificate type (e.g. Legionella Inspection)

3. Click Run Report
The relevant estates missing the specified certificate type will be listed

Need more?