Estates missing certificates - 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 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

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 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?

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

Knowledge Base

Estates missing certificates - example Power Report

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