Power Reporting Introduction

We have now introduced Power Reporting in beta testing! This is live and available to all agentOS clients included in your subscription.  These are fully interactive grids that can be placed by themselves 

Or nestled amongst existing reports

Filters allow you to report on data of your choice. In the picture below, Columns lets you select what data you would like to see while the Grid Filters allows you to filter data sections to give you the results you need. This displays all of the EPC values while only returning results where the Current EER is under 69

The interactive grid allows you to go straight to the record or perform actions, no need to use the search function to find the record. In the report below you could go straight to the property, tenancy or landlord by clicking on these records. 

Depending on what you would like to report on and where you would prefer the report to be saved, please navigate to the relevant tab on your dashboard. From there, you can begin generating or customising your report as needed.

One of the sub tabs will have a settings cog icon. Please click on this icon to access the custom report setup page, where you can configure the report according to your requirements.

Click on the ‘Add’ button to begin creating a new report. A pop up window will appear prompting you to enter the ‘Title’ and ‘Access Level’. These are the only required fields on this page. It is recommended to leave the ‘Access Level’ set to ‘Negotiator’, so that all users with this role and above can access the report. Once completed, click ‘Save & Close’ to proceed to the next stage.

Once you are on the main report setup page, you will see the ‘Company’ option, which serves as the root or starting point for building your report. Click on the three horizontal lines (also known as the menu icon) to expand the list of branches available. From there, select the branch that corresponds to the information you wish to include in your report.

Once you have selected the relevant branch, you can proceed to choose any of the linked records and collections that contain the data you wish to include. 

You can use the 'Select' button on any of the branches/linked record to choose the columns you would like to display in your report. These could include system default fields or custom fields added to profiles within the system. Additionally, you can use the 'Add' button in the 'Grid Filters' section to apply specific filters to your report.

At any point during the setup, feel free to use the ‘Test Report’ option to preview how your report will appear. You can also use the ‘Layout Report’ feature to rearrange columns to suit your preferences. Be sure to click ‘Save Layout’ once you're satisfied with the arrangement to retain your changes.

If Power Reporting is not automatically enabled on your company profile, please contact us directly so we can activate it for you.

The more reports you create, the more insights you can gain, so feel free to create as many as you would like! Please keep in mind that this feature is still in beta, and not all reports are currently possible. Specifically, financial transactions are not available for reporting at this time.