Sigma has two Activities that allow you to run reports across your database. This handout out relates to the Reporting Activity.
Contents
Opening the Reporting Activity
Choosing the Items
Choosing the Report
Completing the criteria
Running the Report
Viewing the other reports
Exporting the Report

Opening the Reporting Activity

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1. Opening the Reporting Activity
   1. Click on the Reporting activity

Choosing the Items

Not all reports run on all Items. The report will be highlighted if it is compatible with the Item you have selected

1. Choosing the Items
   1. Using the Data Selector, choose the Item(s) you want to run the report on. For instance, the Site Monthly Profile report would use Sites, whereas the Account Cost by Bill uses the Sites or Accounts
   2. Use any of the selection methods such as Item Finder, Multi-List Selector or Tree Selector

Choosing the Report

There are many standard reports in Sigma and they are listed on the right-hand side of the Reporting Activity. Each report has an icon against it, denoting which Items the report can run on.

1. Understanding the list of Reports
   1. Each report has a symbol at the beginning, the name of the report and then the Items icons

1. 1. The symbol at the beginning shows whether you will produce one report or a multiple of reports. For example, the Site Monthly Multiline Profiles would be one report made up of all the Sites you have selected, whereas the Site Monthly Profile would produce a report for each selected Site

1. 1. The Icon at the end denotes the types of Items the report can run on. For example, The Site Monthly Profile can run on a site, Site Group, Organisation or TSP (Time Series Provider) - Items such as Accounts, Meters, Channels and Monitoring Points

1. Hovering over the Report name
   1. Hover over the report name to see a description of the report

1. Choosing the Report
   1. Click on the Report name to choose

Completing the criteria

Each report has a different set of criteria to complete before you can run the report. Some reports require Monitoring Points and/or Cost Definitions setting up before running the report.

1. Completing the criteria

Once you have chosen the Items and the Report, you need to complete the criteria

1. 1. This criteria is for the Site Monthly Report and requires a Monitoring Point and a Cost Definition. There is also an option to Append the costs from the Cost Definition

Running the Report

Once you have chosen the Items to run the report on, the report name and completed the criteria, you can run the report to view it on screen.

1. Running the Report
   1. Click Run Report and wait for the report to pop up on screen

Viewing the other reports

If you have chosen a report that created multiple reports, you will see them listed in the Document section at the top of the report.

1. Viewing the other reports
   1. Click on each report to view on screen

Exporting the Report

1. Exporting the Report

The report can be exported to Excel or PDF

1. 1. Click on the icons at the top of the report