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Introduction
Sigma Standard Reporting has two Activities that allow you to run reports across your database. This handout out relates to the Reporting Activity. Contents
Opening the Reporting Activity
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Sigma is cloud
Opening the Reporting Activity
Click on the Reporting activity
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Choosing the Items
Not all reports run on all Items. The report will be highlighted if it is compatible with the Item you have selected.
Choosing the Items
Using the Data Selector, choose the Item(s) you want to run the report on. For instance, the Site Monthly Profile report would use Sites, whereas the Account Cost by Bill uses the Sites or Accounts
Use any of the selection methods such as Item Finder, Multi-List Selector or Tree Selector.
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Choosing the Report
There are many standard reports in Sigma and they are listed on the right-hand side of the Reporting Activity. Each report has an icon against it, denoting which Items the report can run on.
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Understanding the list of Reports
Each report has a symbol at the beginning, the name of the report and then the Items icons
The symbol at the beginning shows whether you will produce one report or a multiple of reports. For example, the Site Monthly
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Multi-line Profiles would be one report made up of all the Sites you have selected, whereas the Site Monthly Profile would produce a report for each selected Site
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The Icon at the end denotes the types of Items the report can run on. For example, The Site Monthly Profile can run on a site, Site Group, Organisation or TSP (Time Series Provider) - Items such as Accounts, Meters, Channels and Monitoring Points
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Hovering over the Report name
Hover over the report name to see a description of the report
Choosing the Report
Click on the Report name to choose
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Completing the criteria
Each report has a different set of criteria to complete before you can run the report. Some reports require Monitoring Points and/or Cost Definitions setting up before running the report.
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Completing the criteria
Once you have chosen the Items and the Report, you need to complete the criteria.
This criteria is for the Site Monthly Report and requires a Monitoring Point and a Cost Definition. There is also an option to Append the costs from the Cost Definition
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Running the Report
Once you have chosen the Items to run the report on, the report name and completed the criteria, you can run the report to view it on screen.
Running the Report
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Click Run Report and wait for the report to pop up on screen
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Viewing the other reports
If If you have chosen a report that created multiple reports, you will see them listed in the Document section at the top of the report.
Viewing the other reports
Click on each report to view on screen
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Exporting the Report
Exporting the Report
The report can be exported to Excel or PDF
Click on the icons at the top of the report.
