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Choose the Site, Meter, Channel or Monitoring Point that you want to run the Report on

Choose the Report called Daily Consumption ExceptionImage Removedthe Daily Consumption Exception Report

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Complete the Report criteria as follows:

FieldDescription

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Choose from the dropdown

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Date of the Report

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How many weeks do you want to take an average from? (the example shows 4 weeks, so it will add together 4 weeks of data and take an average then create the target (below)

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How many weeks back do you want to go? 

This example is set at 1 so will go back 1 week and then take the average of the previous 4 weeks (target source above)

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If you do not use the above, you can tick here and add a fixed end date

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High target (this will trigger an exception if the consumption goes above this target)

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Low target (this will trigger an exception if the consumption goes below this target)

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Tick to use a pre-exsiting Cost Definition

Then choose the cost definition

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Adds a prefix to your email title (if you schedule the report)  Useful if setting up exceptions for more than one site

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Choose which monitoring point is used (if at Site level or above)

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You can either set All Channels and you will receive an email daily to show consumption (along with any exceptions or tick Channels with Exceptions and only receive an email if an exception occurs



Click  Image Added to run and view on screen

OR

Click  Image Addedto send the Report to the Document Library Activity

OR

Click Image Addedto run the Report at specific times (see below)


Scheduling the Report


Create the Report as above (don't click on Run Report)

The Report can be scheduled to send a Report each day if  All channels has been ticked

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OR

will only produce a Report when and exception occurs if  Channels with Exceptions (for scheduler use only) has been ticked

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Click Image Addedto set the Report to run at specific times (see below)

Enter the Name

Enter a Description


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Click Next to go to the Report Configuration screen

These details are the same as entered on the Report - do not amend

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Click Next to go to the Report Output screen

Enter the To address (can add more than one, separated by a comma (,)

Enter the Subject

Enter the From address

Enter the Reply address

Tick how you want to receive the Report

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Click Next to go to the Report Date screen 

Choose Dynamically set the date to 1 Day before execution time so that the Report will always use the day before


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Click Next to go to the Fixed end date screen

Choose Dynamically set the date to 1 Day before execution time so that the Report will always use the day before

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Click Next to go to the Activation screen

Ensure Active is ticked

Choose the date and time you want the Report to run  (choose the time to reflect the time of day you want to run the report, ie best practice is overnight)

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Click Next to go to the Recurrence screen

Choose the recurrence, for example Daily

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Click Next to go to the Run time(s) screen

Choose Every weekday or Every X days

Enter a figure in the Select number of days, ie 1

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Click Next to go to the Schedule End screen

Choose never, after or on

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Click  OK to save

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The Report is now scheduled and will either send a Report each day if  All channels has been ticked

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OR

will only produce a Report when  Channels with Exceptions (for scheduler use only) has been ticked

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