Power Reports is our embedded reporting tool, offering users immediate access to key data without the need to leave the system. It enables quick checks on your data using our pre-built reports or the creation of your own, streamlining decision-making and saving time. Whether it's validating a recent update or monitoring key metrics, Power Reports ensures users can access easily, all within the platform.

We have supporting documentation to help you become familiar with the tool, and we recommend reading through this article to get started. We also have a recorded training video available here.

While Power Reports is ideal for quick, on-the-spot insights, it's not designed to function as a full data extract tool. Its purpose is to show relevant, filtered information to help users make timely decisions, rather than provide large-scale, unfiltered datasets. If you would like to discuss more comprehensive data exports or detailed analysis across broader parameters, please reach out to us via the in-system Help widget.

To get started, you can open the main menu () from the top-left corner of the screen and select Report Manager from under the Power Reports '22 menu heading.

You will be greeted with the ‘Getting Started’ page. All functionality is available through the menu on the left side of the screen. Left-hand icons listed from top to bottom:

For further guidance on how to navigate through Power Reports, please take a look at our Navigating Power Reports '22 article here.

To view your data, the way you want, you’ll need to create a new report. Express Views are the simplest reports and allow you to view your data in a tabular form.

To create a new Express View report, select the Create New Report (+) icon on the left-hand side, and then select ExpressView.

After creating a new report, the left-hand panel will change to the Choose Data interface. This allows you to see all the fields that can be used to construct your report.

You can search for a field by typing the name of the field in the search box. Use the buttons beneath the search box to filter to specified field types.

Find reporting fields by clicking the > arrow icon next to each category. Or you can search by typing into the ‘Search Fields...’ box at the top.

To add a field to your report

It is easy to remove accidentally added fields. Just click the context menu at the top of the column. Once selected, a listing of options will display. From here select 'Remove Field'.

Once you have completed your field selection, click Run to see the content of your report. You can page through your data using the navigation icons in the toolbar.

To add filters to the report you’ll need to expand the right panel by clicking on the funnel icon.

There are lots of filter options available! You need to first determine the field you want to filter on, then you need to pick the operator (ie: Equal To or Greater Than) and then pick the value to compare it to.

For instance, if you only want to see Open Accepted Claims you will need to configure two filters.

1. Open/Closed is Open

Drag-and-drop the ‘Open/Closed’ field into the ‘Meet all of the following conditions area’

Select ‘Equal To’ from the operator list

Select ‘Open’ from the value dropdown

2. Liability Status is Accepted Claim, Accepted Claim (MEO)

Drag-and-drop the ‘Liability Status’ field into the same box that the previous filter is in.

Select ‘Is One Of’ from the operator list

Tick ‘Accepted Claim’ and ‘Accepted Claim (MEO)’ in the dropdown list.

Power Reports comes with inbuilt Canvas (themes) that allow you to apply consistent styling across your reports. You can apply a Canvas to your report via the Canvas button:

You will also notice that there is a new footer to your reports for Totals. You can format this footer row as required by selecting the cell, and advising what you'd like to see.

For example, if your column is a financial column, you'll notice the Totals footer will default to show the sum of the information.

If you would not like to show a Totals footer then simply deselect the 'Report Totals' checkbox.

Lastly, you can use the 'Selected Cell' piece to apply different styling and formatting to a particular column or cell as required. To use this, move to the Selected Section as seen below, and then select the cell or group of cells that you'd like to apply styling to (as seen below).

When ready, select the Save button: You will need to enter a name for the report, and also provide a brief description outlining what is captured in the report (not required, but recommended). You'll then also need to select your folder within the folder menu. Your folder will be titled with your SolvInjury Prefix.

Once completed, select Save and your report will be Saved ready for future use!

For additional support and guidance on how to use Power Reports '22, please visit the Power Reports Help Centre.

You can access the in-built Help Centre by clicking on the blue Learn More arrow on the Getting Started page or by selecting the grey help icon () in the top right corner of the Power Reports page which will open as a new tab in the Power Reports page.