Introduction
Energy Intelligence Reports can be shared and/or scheduled to Sigma Users.
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This section shows how to:
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Exporting Reports
The Report can be exported in various ways including CSV, PDF and XLSX.
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- Check the settings and click Export
Sharing Reports
There are 4 ways to share a report:
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- Click Share
to share a report
Distribute
Distribute allows you to send the Report to Users within Energy Intelligence
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Click here for more information on the Timeline.
The Email option allows to share the Report with Sigma and non Sigma users.
- Enter the Recipient - to email Sigma Users, choose from the list and for non Sigma Users, type in the Email Address.
- Amend the Email Title (if required)
- Add a Message (optional)
- Choose the output. Choose from:
- CSV
- Word
- Link to Report
- HTML
- XLSX
- Choose to share with the Current Values or Default Values
- Current Values - will take into account the User Filters used to run the Report
- Default Values - will ignore the User Filters and use the default settings
- Click Submit
Embed
The Embed option gives a link to embed a report into a HTML, Wiki or blog page.
See Embedding a Report for more details.
Link
The Link option allows you to copy and paste the link into a document, email etc.
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To share a Report with a Non Sigma User, see Sharing Reports with Non Sigma Users for more details.
Scheduling Reports (Broadcasting)
Broadcast allow you to share reports on a regular basis. For example, you may want the Report to go to Stakeholders once a month. Set up a Broadcast and EI will automatically send the report in the format you choose.
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- Broadcast - schedule the report to yourself and/or others
- Personal Broadcast - schedule the report just to yourself. This Report will go to your Timeline and can be viewed from there
- FTP Schedule - schedule the report to your server
Broadcast
Note, a Report that has Mandatory Filters cannot be Broadcast. However the Report can be copied, amended and saved back into the database to allow Broadcasting.
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- Click on Add Alert Delivery Rules to show the Delivery Rules pop up
Alert Data
- Choose from:
- One or more rows must match
- Aggregate against entire result set
- Tick Applied to latest date (if required)
Delivery Rule
- Choose from the dropdown what yo want to set the Alert on. The list will be the columns in the Report
- Then click + Add Field
- Choose from the dropdown, which includes Greater Than, Lesser than, Equal to etc
- Click Define Value
- Add a Value such as the figure you do not want the row to be Greater than
- Click
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- Click Submit to save the Alert
- Click Submit to save the Broadcast
Personal Broadcast
A Personal Broadcast is set up in the same way the Broadcast is (see above), but you do not need to enter your email address.
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Note, this will NOT be emailed to you, but appear on your Timeline. If you want to receive the Report by email, create a Broadcast, not a Personal Broadcast.
FTP Schedule
- From the Report, click Broadcast
- Click Create New to open the Broadcast popup
- Choose FTP Schedule
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- Enter your File Name (where the Reports will go to on our Server
- Choose the File type
- Your IT department will help you with the details required for the following areas:
- Server Hostname
- Server Directory
- User Name
- Password
- Complete the rest as shown in the Broadcast above
Viewing a Broadcast
- From the Report, click Broadcast to see any existing Broadcasts
- Hover over the Broadcast to see the Message
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- If you are not already subscribed to the Broadcast (for example if someone else has set it up), click Subscribe and you will be added to the Broadcast
- To unsubscribe, click on Unsubscribe
Editing a Broadcast
- From the Report, click Broadcast to see any existing Broadcasts
- Click on the Broadcast to see the details
- Click Edit to edit the Broadcast
Deleting a Broadcast
- From the Report, click Broadcast to see any existing Broadcasts
- Click on the Broadcast to see the details
- Click Delete to delete the Broadcast
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