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- Click on the Icon from the Welcome Page
- OR from an Activity, choose Energy Intelligence from the Options dropdown
- OR, click on Energy Intelligence from the Activity Launcher
All of the above will open Energy Intelligence:
The layout
When Energy Intelligence is opened, you will be presented with either a List of reports or Thumbnails.
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- Click Layout and change between List and Thumbnails
Report / Dashboard Icons
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To view all reports in this section, you need to be on All in the My Content section
My Favorites Folder
The My Favorites folder shows any reports you have marked as a favourite (see below for more details on how to)
By Folder section
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Reports in the Reports folder are created on an individual database (either by Users or by Team on a Users behalf) and are bespoke to that database. These reports can be edited and/or deleted.
Bureau Reports Sub Folder
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- The folders are as follows:
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- Bills - Charges
- Reports using both Metered and Billed consumption data . Click here for more information regarding configurating the hierarchy of data used, estimation techniques and forecasting options
- the billing data, such as the cost, VAT, consumption, standing charge etc
- Bills - Daily Consumption
- Reports based on the consumption from the bills. Some reports do reports also include cost
- Bill Bills - Queries View
- Reports to analyse both the Open and Closed Queries
- Bill Bills - Validation Results View
- Reports to analyse the Bill validation results
- Estate - Best Available Consumption
- Reports using the billing data, such as the cost, VAT, consumption, standing charge etcboth Metered and Billed consumption data . Click here for more information regarding configurating the hierarchy of data used, estimation techniques and forecasting options
- Estate - Supply Point Configuration
Provides access to Sigma items that relate to Supply Points and Configuration
- Meters - Daily Consumption
- Reports to analyse the Periodic and Non Periodic metering data
- Meters - Data Monitoring
- Reports based on the results of the Data Monitoring Activity
- Database Items View
- Reports based on the Items in Sigma, such as Site details
- High Frequency Periodic Data ViewMeters - High Frequency Consumption
- Reports to analyse the Periodic (HH) data with the ability to see the data at the half hour granularity
- Reports to analyse the Periodic and Non Periodic metering data
Note: All reports in Energy Intelligence will show up to 5 years of data, apart from those in the High Frequency Periodic Data View. These reports show up to15 to 14 months.
Team Tenant Billing Sub Folder
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- Enter the name / partial name of the report you want to use, or a common word such as 'emissions'
- Click on the magnifying glass or press return
- The reports meeting the criteria will be displayed
- To see reports from a specific folder, highlight the folder, then search
Opening a Report
- From the main page, double click on a report OR right click > Open
The report will open:
Understanding the Report
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- The title and description will help you understand the content of the report and any pre-defined filters
Filtering Options
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- An unhappy face will show in the report
- A mandatory filter will show with a red dot against it. To run the report, you must enter details into the filter
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- Click on the magnifying glass
- From the pop up, search in one of the following ways:
- Enter the criteria into the search field and click on the magnifying glass OR
- Scroll down the list and tick the required Item(s) OR
- Change the slider to Select all the Items
Some reports show a list of Items in the Filtering:
- Tick the Item(s) you want to include in the report OR
- Move the slider to the right to include all
Once you have selected the Filtering Options:
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- Click on the X in the top right to close the report
Right Click Options
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- Open
- Opens the report
- Edit
- Only available for Users own reports (saved in the Reports folder)
- Share
- Allows you to share with others. Click here for more details
- Add to Favorites
- Adds the report into the My Favorites folder
- Edit Details
- Only available for Users own reports (saved in the Reports folder). Allows you to edit the title and description of the report
- Make a Copy
- Allows you to copy the report, and then save it into the Reports folder
- Delete
- Only available for Users own reports (saved in the Reports folder)
OR 
My Favourites Folder
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- From the front page of Energy Intelligence, click on the My Favourites folder to see all the reports added as your favourites
Refreshing data in Energy Intelligence
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