Grids, print & export options after running a Power Report

Owned by Fiona Hardy
Last updated: Jan 26, 2024
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

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

This guide explains what you can do with your report results, including using grids, maps and print options, such as e-mails and letters, as well as exporting to Excel

The example report used on this page identifies potential clients who could be contacted - by returning sales properties where an MA has taken place but the vendor hasn't been contacted for a specific time period

1. Build and run your report

2. View report results in a grid or map

The report results are shown in a grid, grids allow you to:

  • Click a column heading to sort by that column

  • Click and drag a column heading to change the column order

  • Click to the right of the column to show a filter icon (shown below) - click the icon for options to search, filter or group by that column
    The options offered depend on the type of data being shown in the column

  • Right-click the column heading for options to add extra columns to the grid, export to Excel and save the grid layout

  • Double-click an entry to open the record

On property reports:

  • The Map button switches the results to map view and plots the report results on a map

3. Use print options 

The Print button on a report results grid provides various options, including being able to export the results to Microsoft Excel

The options shown depend on the type of report you have run

From the report results grid:

  • Click Print button (top right)

Print options

  • Options such as: Letters, With Pictures, Summary, Detailed allow reports to be produced using in-built templates which could be for internal or external distribution

Export options

  • The Export options offered may include:

    • MS Excel allows the results to be exported to an Excel spreadsheet (or as an XML file)

    • E-mail allows the associated contacts to be e-mailed, a list of the email addresses can also be generated, plus templates can be used (where available)

    • Look-up list copies the results to the property/applicant lookup list
      This list is accessed by clicking the Property/Applicant main menu option and then Property/Applicant Look-up List option - the copied list is shown to the left of the property/applicant screen, allowing each record in the list to be viewed and worked on

To log the action taken in the print screen in the associated contact journals:

  • Tick the box beside Create journal entries

  • Click Proceed

You can save frequently used Power Reports and also add them to your Organiser dashboard - see this guide Adding and removing categories on the Organiser (section 3)

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