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  • Back Button – Don't press the back button! Sigma functions using tabbed windows and pressing the back button will lose your current progress.

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Introduction

Standard Reporting provides users with access to a library of three hundred template reports which have a number of user defined filters, however these reports cannot be copied and then modified. User in Standard Reporting are not able to define their own reporting formats.

Sigma EI provides the capability for user to copy and modify existing report templates and build their own reports and templates.

Using Standard Reporting

There are a number of standard reports available that can be run with just three simple steps:

Choose the report

Select the list of items

Set the report configuration and Image ModifiedImage Removed

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Report Configuration

Only run on certain objects (check the icons that are accepted). In this example a Site, Site Group or Organisation are required to run the report.

Require a Cost Definition of 'Day & Night' to be setup. This specifies the pence per unit applied over a certain time period.

Dates – various options, end dates, start dates, period required.

Commodity – drop down option normally available for reporting commodity.

Toolbar Features


Image Modified Once the report has been run it will display in the centre of the screen. The toolbar along the top provides the following options:

Remove the current selected report Image Modified

Export to Excel Image Modified

Export to PDF Image Modified

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Email the report Image Modified

Zoom in/out Image Modified

Go to previous/next report Image Modified

Tick shows the report has been successfully completed Image Modified

Download the report as a zip file Image Modified

List of created reports Image Modified

Button to stop reports automatically displaying Image Modified – the report runs, but does not show on screen until you click Image Modified

Document drop down Image Modified to display same report on another selected Site

Searching for a Report

There is a filter tool that can be used if you know the name of the report you are looking for. For example, if you type weekly and select Image Modified . This will filter on all reports with the word weekly in the name.

Clicking Image Modified will remove the filter.

Favourite Reports

If you find a report that you particularly like, you can right click on it and select Add to Favourites.

The report will then be stored under the favourites section each time you log in.

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Hints & Tips

  • Side Panels – When you see the graphic below on a panel it can be collapsed using a mouse click. You can re-open the panel by clicking on the same graphic.

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  • Section Stacks – Where you see the arrow icon on sections you can click to collapse / expand the section.

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Scheduling a Report

There is a schedule button Image Modified within the Reporting activity which will allow you to schedule your report to run at a later date.