This report compares a daily half hour profile against against a target profile and reports high and low exceptions. As the report day shifts during scheduling, the target may be redefined as it can be based on a moving window of data from the same channel (eg an 8 week range always ending 4 weeks before the report day) or it could be a fixed historic range.
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The cost of any exception found (overspend or shortfall) can be optionally calculated.
Opening the Reporting Activity
Open Sigma and click on Reporting
Running the Report
Choose the Site, Meter, Channel or Monitoring Point that you want to run the Report on
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Complete the Report criteria as follows:
| Field | Description |
|---|---|
| Choose from the dropdown |
| Date of the Report |
| 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 |
| - see below) | |
| 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) |
| If you do not use the above, you can tick here and add a fixed end date |
| High target (this will trigger an exception if the consumption goes above this target) |
| Low target (this will trigger an exception if the consumption goes below this target) |
| Tick to use a pre-exsiting Cost Definition Then choose the cost definition |
| Adds a prefix to your email title (if you schedule the report) Useful if setting up exceptions for more than one site |
| Choose which monitoring point is used (if at Site level or above) |
| 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 |
Tip: You can enter 4 digits into the How many previous weeks used to create target? field and this will cover save you entering the figures in the other fields
Example Enter 4410 and this will:
1st digit: #weeks of data for average
2nd: #weeks back from report date (the gap)
3rd+4th: +/- this as the percentage target (assuming you want the same figure in both, ie 10 and -10)
Click 
to run and view on screen
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Click 
to run the Report at specific times (see below)
Scheduling the Report
Create the Report as above (don't click on Run Report)
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Enter the Name
Enter a Description
Click Next to go to the Report Configuration screen
These details are the same as entered on the Report - do not amend
Click Next to go to the Report Output screen
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Tick how you want to receive the Report
Click Next to go to the Report Date screen
Choose Dynamically set the date to 1 Day 2 Days before execution time so that the Report will always use the day before
This will take you to the last whole day, so running the report at 03:00 on 27th will give you the data for all of 26th
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
Click Next to go to the Activation screen
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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)
Note: If you are running the report overnight, you will need to ensure that data is in Sigma prior to the Report Run Time.
Click Next to go to the Recurrence screen
Choose the recurrence, for example Daily
Click Next to go to the Run time(s) screen
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Enter a figure in the Select number of days, ie 1
Click Next to go to the Schedule End screen
Choose never, after or on
Click OK to save
The Report is now scheduled and will either send a Report each day if All channels has been ticked
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