What is Power Reporting in agentOS?

Power Reporting is available to all agentOS clients as part of your subscription. It provides fully interactive report grids that can be placed as standalone reports or nested within existing report sections across the system.

Where reports appear

Power reports can appear in a number of places depending on what they relate to. For example, a maintenance-related report will sit within the Maintenance section, while a tenancy report will appear under the Lettings tab. Navigate to the relevant tab on your dashboard to find the reports applicable to that area, then look for the Custom Power Reports section.

Using filters and columns

Each report supports flexible filtering and column selection. You can use the Columns selector to choose which data fields are displayed, and Grid Filters to narrow results based on specific criteria — for example, showing only properties where the current EPC rating is below a certain value.

Interactive grids

Unlike standard reports, Power Reporting grids are interactive. You can click directly through to the property, tenancy, or landlord record from within the report, without needing to search for the record separately. You can also perform actions on records directly from the report using the dropdown on each row.

Creating a custom report

1. Navigate to the relevant tab on your dashboard (e.g. Lettings, Maintenance, Office) and locate the Custom Power Reports section.
2. Click the settings icon (⚙) next to the Custom Power Reports heading to access the report setup page.
3. Click Add to begin creating a new report. A pop-up will prompt you to enter a Title and Access Level. It is recommended to set the Access Level to "Negotiator" so that all users with that role and above can access the report.
4. Click Save & Close to proceed.
5. On the main report setup page, you will see Company as the root starting point. Click the menu icon (three horizontal lines) to expand the list of branches available, and select the branch relevant to the data you wish to include.
6. From there, you can select any linked records and collections that contain the data you need.
7. Use the Select button on any branch or linked record to choose which columns to display. These can include system default fields or any custom fields added to profiles within the system.
8. Use the Add button in the Grid Filters section to apply specific filters to your report.
9. At any point, use Test Report to preview how your report will look, and Layout Report to rearrange columns. Click Save Layout once you are happy with the arrangement.

Important notes

• If Power Reporting is not automatically enabled on your company profile, contact support@agentos.com and the team can activate it for you.
• Financial transactions are not currently available for reporting within Power Reporting.
• The more reports you create, the more insights you can gain — there is no limit to the number of custom reports you can build.

For further assistance, contact support@agentos.com.