Building a Power Report

1. Access Power Reports screen & choose the report type

From the main menu:

• Click Reports and select Power Reports
  A blank report screen will be displayed

  

• 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

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

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 x date)

3. Add 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 (seen in step 2) and continue building the report

  

• The selected Office criteria is shown at the bottom of the screen
  The cross to the right of the selected criteria allows you to remove it from the report

• Continue adding all other required criteria to build the Power Report

  

4. Run the report

When all criteria options have been added:

• Click Run Report

1. Build the basic report & add a sub-report / linked record

Build the basic Power Report (as outlined in the section above):

• For this example, the basic report needs to be set up to return a list of local active applicants who have a property to sell - but now a linked record needs to be added to include viewing-related data in the report

To include viewing-related data:

• From the section titled Linked Records, select the required type, such as Appointments, Contacts, Offers, Tenancies etc.

  

2. Build your sub-report criteria

In the newly added sub-report section:

• Click Pick criteria to display the criteria options below

• Choose relevant criteria options needed for your sub-report
  Click the arrow to the top-right of the sub-report section for an option to Remove sub-report

Further menu options:

• Above the Pick criteria option, click the text for further options including:

  • Option to report where no records exist
    e.g. can change to Applicant does not have appointments

  • Include archive records in the report

    

3. Run the report

When all criteria options have been added:

• Click Run Report (bottom-right of screen)