Creating the Report:
- Create >
- Report >
- Choose Metered Consumption View
Data Tab
Drag and Drop to the canvas:
- Site Group Name
Preview:
- Set Preview Row Limit to 15
- Click Refresh Report
Drag and Drop to the canvas:
- Site Name
- Cons Day Total
- Cons Date
Reset Preview:
- Delete 15 from the Preview Row Limit
- Click Refresh Report
Format Columns:
- Click on Column Formatting
- Format as required
Filtering:
- Choose various Items to filter on
- Drag and drop the Item to the Filters field
Operand:
- Choose the way you want to filter, such as including in list, greater than, between etc
Value:
- User Prompt – allows you to filter each time you run the report
- Define Value –This is a permanent filter. For example, enter the name of the Site you wish to always exclude from your report
- Search Values – allows you to choose from a list of Items you wish to exclude. For example, tick all the sites you want to include or exclude permanently from the report
Filter Formatting:
- Click on Filter Formatting
- Choose General Settings for actions such as the format and actions
- Choose the Site Name to choose whether the Filter is Mandatory etc
Use Smart Analysis:
- Click Smart Analysis >
- Choose Daily Consumption
- Click Continue
- Pop appears on the right hand side with the suggested analysis
- Tick those that you want to use in your report
...
Energy Intelligence Reports and Dashboards can be copied, edited and saved back into the database. More information on how to do this, can be found here.
However, you can create a report 'from scratch'. The following pages will assist you:
- Creating Reports in EI
- Icons in EI Report Creation
- EI Assisted Insights
- Creating Dashboards in EI
- Annotating in EI