Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 42 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

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

This guide explains the basics of building a Power Report. Further Power Reporting guides are available, see links below

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

1. Choose the report type

For example:

  • If you're running a Property Report, click Pick Property Criteria and move to the next step

    OR

  • Click Property Report then select the type from the menu

    If you want to report on archived data, make sure you choose Include archived records from this menu


If you use Reapit Agency Cloud for sales and lettings, make sure you've got the right mode selected before choosing your report criteria - see 1a

 1a. Switch from sales to lettings (or vice versa)

To run a lettings report, click Sales and select Switch to Lettings (& vice versa)

2. Choose the criteria for your report

Some report types have a Show more link to allow further options to be displayed/selected

When choosing the criteria for your report, 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.

For example, to report on sales properties that are being marketed at your office for over £1m and that have been on the market for over 6 months - you need to run a Property Report for Sales and include the following criteria:

  • Office (current office)
  • Asking Price (at least £1m)
  • Instruction Date (after ...date)


3. Adding report criteria

  • Click the first criteria option required, e.g. Office 
    Selecting is current office automatically reports on your office

  • Click Pick Property Criteria to return to the criteria options and continue building the report



4. Continue building your Power Report

  • The selected Office criteria is shown at the bottom of the screen

  • Continue adding all other required criteria to build the Power Report as outlined in step 3


The cross to the right of the selected criteria allows you to remove it from the report


5. Run the report

  • When all criteria options have been added, click Run Report



You can save frequently used Power Reports and also add them to your Organiser dashboard

  • No labels