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- Click on the Filter Icon at the top of the Report
- Click on the Filter name
- Change the Filter Requirement Slider from Mandatory to Allow Omit (this is the standard setting)
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Setting a Default Value
To enable the report to run, it is advised to set a Default Value (as you have removed the Mandatory Filter).
- Click Entry Style
- From the Default Value section choose the value that you want the report to default to when it first runs
- For example, if you have a Report that had a Mandatory Filter of Site Group, you could set the first Site Group as the default. When the report runs, instead of the Filter being mandatory, it will default to your chosen Value.
- From the Default Value section choose the value that you want the report to default to when it first runs
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Repeat the above if there is more than 1 one Mandatory Filter.
- Click the X in the top right of the pop up to save the settings and return to the Report
Saving the Report
- Click Publish (top right)
- Rename the Report
- Amend the description (if required)
- Choose the General Folder (or any other personal Folder you have)
- Click Save
The new Report has now been saved into Energy Intelligence, under the Reports Folder.
- From the main page, click on the Reports Folder
Broadcasting the Report
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