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**Click here for a pre recorded training session for additional help and guidance - Understanding and Running a Report in Energy Intelligence which includes understanding the layout, how to run a report, filtering, adding to favourites and refreshing the Data
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Opening Energy Intelligence
Energy Intelligence can be opened in one of the following ways:
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All of the above will open Energy Intelligence:
The layout
When Energy Intelligence is opened, you will be presented with either a List of reports or Thumbnails.
Changing the View
- Click Layout and change between List and Thumbnails
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Report / Dashboard Icons
Reports are identified by a blue circle
Dashboards (a collection of Reports) are identified by a green circle
Folders
Energy Intelligence has two main Folders, My Content and By Folder, which then have Subfolders.
To search/view all reports (both Sigma and User created), ensure you are in the All subfolders in both folders.
My Content section
To view all reports in this section, you need to be on All in the My Content section
My Favorites Folder
The My Favorites folder shows any reports you have marked as a favourite (see below for more details on how to)
By Folder section
Reports are either added into Energy Intelligence by Team or Users copy/create reports and save them into the Reports in the By Folder section. The By Folders section helps you filter to the type reports you want to see.
All Folder
Shows all the reports in Energy Intelligence, and divides them into subfolders.
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Reports in the Reports folder are created on an individual database (either by Users or by Team on a Users behalf) and are bespoke to that database. These reports can be edited and/or deleted.
Bureau Reports Sub Folder
These reports are used by our Bureau but are available for all Users. They are generally used for additional validation checks on invoices.
Reports Sub Folder
These reports are unique to each database and have been created by the User or by Team on the Users behalf. The folder can have additional subfolders for the User to organise their own reports
Sigma Reports Subfolder
These reports are divided into further folders based on the Views in Energy Intelligence. A View is the main source of the data.
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Note: All reports in Energy Intelligence will show up to 5 years of data, apart from those in the High Frequency Periodic Data View. These reports show up to15 months.
Team Tenant Billing Sub Folder
These reports are specifically for Users who have the Tenant Billing Activities within Sigma
Best Available Consumption Data View Reports Configuration
Reports in the Best Available Consumption Data View folder have some additional configuration:
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Searching
Use the Search field to find a report.
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- To see reports from a specific folder, highlight the folder, then search
Opening a Report
- From the main page, double click on a report OR right click > Open
The report will open:
Understanding the Report
Title / Description
The title and description of the report will display at the top of the screen.
- The title and description will help you understand the content of the report and any pre-defined filters
Filtering Options
Understanding the Filtering Options
Some reports will be pre filtered - for example to a specific time year such as The Last Calendar Year - these will have been set up in the background.
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- A mandatory filter will show with a red dot against it. To run the report, you must enter details into the filter
Using the Filtering Options
To see the list of available options:
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- Click
and the report will populate
Exporting a Report
Reports can be exported in one of the following ways:
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Click here for more information on the above options.
Closing a Report
When you have finished with the report:
- Click on the X in the top right to close the report
Right Click Options
From the main page (in either thumbnail or list view), you can right click to see the following options:
- Open
- Opens the report
- Edit
- Only available for Users own reports (saved in the Reports folder)
- Share
- Allows you to share with others. Click here for more details
- Add to Favorites
- Adds the report into the My Favorites folder
- Edit Details
- Only available for Users own reports (saved in the Reports folder). Allows you to edit the title and description of the report
- Make a Copy
- Allows you to copy the report, and then save it into the Reports folder
- Delete
- Only available for Users own reports (saved in the Reports folder)
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My Favourites Folder
Any report can be marked as a favourite. The report stays in its original folder, but a shortcut is added to the My Favourites folder.
Adding a report to the My Favourites Folder
- From the front page, right click on the report > Add to Favourites OR
- From the report, click
at the top of the page
Running a Report from the My Favourites Folder
- From the front page of Energy Intelligence, click on the My Favourites folder to see all the reports added as your favourites
Refreshing data in Energy Intelligence
Data is automatically updated overnight, every night. However Users can refresh the data at any point during the day.
- Click here for more information on how to refresh the data
Report Directory
- Click here to view the Report Directory showing a page for each View and details of each report in Energy Intelligence
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