Introduction

Standard Reporting provides users with access to a library of three hundred template reports which have a number of user defined filters, however these reports cannot be copied and then modified. User in Standard Reporting are not able to define their own reporting formats.

Sigma EI provides the capability for user to copy and modify existing report templates and build their own reports and templates.

Using Standard Reporting

There are a number of standard reports available that can be run with just three simple steps:

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Set the report configuration and Image Removedand Image Added

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Report Configuration

Only Reports only run on certain objects (check the icons Icons that are accepted). In this example a Site, Site Group or Organisation are required to run the report.

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Require  

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Some Reports require a Cost Definition of 'Day & Night' to be setup. This specifies the pence per unit applied over a certain time period.Dates – various options, end dates, start dates, period required.

Commodity – drop down option normally available for reporting commodity.

Toolbar Features

Image Removed Once the report has been run it will display in the centre of the screen. The toolbar along the top provides the following options:

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Remove the current selected report Image Removedreport  Image Added

Export to Excel Image RemovedExcel Image Added

Export to PDF Image RemovedPDF Image Added

Email the report

Zoom in/out Image Removedout Image Added

Go to previous/next report

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Download the report as a zip file Image Removedfile Image Added

List of created reports Image Removed

Button to stop reports automatically displaying Image Removed – the report runs, but does not show on screen until you click Image Removed

reports Image Added

Document drop down Image Removed to Image Added to display same report on another selected Site

Searching for a Report

There is a filter tool that can be used if you know the name of the report you are looking for. For example, if you type weekly and select . This will filter on all reports with the word weekly in the name.

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Clicking will remove the filter.

Favourite Reports

If you find a report that you particularly like, you can right click on it and select Add to Favourites.

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The report will then be stored under the favourites section each time you log in.

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Scheduling a Report

There is a schedule button Image Removed within Image Added within the Reporting activity which will allow you to schedule your report to run at a later date.