Any report that has been created can be copied, amended and saved into Energy Intelligence. For instance, you can change the column order, hide and/or rename columns or make amendments to the filtering options.
This allows you to take a report that has most of the criteria you are looking for, but allows you to add/delete columns, change charts (ie from Columns to Lines) or change measurements such as floor area to occupation.

Copying the Report

Search for the report using the Search field

OR

Scroll down the list / thumbnails

Click Make a copy

OR

Changing the Filters

Adding / Removing Filters

Drag and Drop filters into / out of the Filters Section

Changing Filter Operand

Click on the filter

Click Operand

Change to In list, Between, Greater than etc

Changing the Value

Click on the filter

Click Value

Change to User Prompt so that the prompt appears each time you open the report
Change to Define Value to specify a pre-defined value such as Last Calendar Month, This Financial Year etc
Change to Search Values to choose a site, meter etc

Adding / Removing Columns

Drag and Drop a new Metrix or Dimension to / from the Canvas or Columns row

Adding in Columns to show Differences

Energy Intelligence can show you the difference between two columns. For instance if you have a Master Query of this year's consumption and a Sub Query of last year's consumption, you can add a column to see what the difference is.

From the Data tab, drag and drop the Cons Day total into the report (the same field that you have already added)
Click on the Column Heading for Cons day total
- Click Advanced Function
  - Choose Difference of Columns
  - Choose the this year column from the Column selection (to show the difference between this year and last year)
  - Click Save
- The column name will be amended to Subtraction of Cons Day Total

Adding in Columns to show Percentage

Energy Intelligence can show you the difference in percentage between two columns. For instance if you have a Master Query of this year's consumption and a Sub Query of last year's consumption, you can add a column to see what the percentage difference is.

From the Data tab, drag and drop the Cons Day total into the report (the same field that you have already added) (again)
Click on the Column Heading for Cons day total
- Click Advanced Function
  - Choose Percentage Change Against Columns
  - Choose the this year column from the Column selection
- Click X to save
The column name will be amended to % Of Cons Day Total

Hiding Columns

If you do not want Columns to show in table, they can be hidden. It may be that you have the Site ID as a column, but do not need to see it in the table.

Click on the Column Header
- Click Hide Field

Renaming Columns

Columns will automatically be named in Energy Intelligence. Any column can be renamed to your own wording. For instance, the default name might be Bill Daily Net Amount and you want to call it This Year total Bill Amount.

From the Data tab, click on Column Formatting
- Click on the column name (ie Bill Daily Net Amount)
  - Enter the new wording in the Display field (ie This Year total Bill Amount)
- Click down the list of columns to rename others
- Click X to save

OR

From the Data tab, click on the individual column header
- Click Format
- Click Edit
- Enter the name in the Display field
- Click X to save

Adding Prefix or Suffix to Columns

Some columns may be cost specific or commodity specific, so you may want to add a Prefix or Suffix.

Click on Column Formatting
- Click on the required Column name (ie % Difference)
  - Add a Prefix to the Prefix Field (
- Click on the next required Column name
  - Add a Suffix to the Suffix field (ie %)
- Click X to save

Adding Conditional Formatting to the Columns

When creating a Report, you may have data that needs to be highlighted, such as when the difference between two columns is over / under a certain percentage. To do this, use the Conditional Formatting option.

From the Data tab, click on Conditional Formatting
- Click on the Column (ie % Difference)
- Style - Choose Cell or Icon
  - Cell will highlight the cell in a specified column
  - Icon will add an icon in the specified column
- Click + Add Another Rule
  - Choose Equal to, Greater than, Between etc -
  - Enter the Value ie -50 (-50%)
  - Click on the background colour icon
    - Choose the colour (green)
  - Click Submit
- Add another rule if required
- Click X to save

Adding Totals to the Columns

Columns can be totalled if they contact costs or consumption figures.

From the Data tab, click on the Column Header
- Click Totals
- Click Sum

Changing the Column order

Columns can be moved to whatever order is best for you.

From the Data tab, drag and drop the column to the required place

Changing the Column width

Energy Intelligence will expand a Column if the header is long. You can resize each Column width if required.

From the Data tab, drag the width of the columns on the Canvas to the required size

Adding Filtering Options

Filters can be amended so that they are mandatory, prefilled with the previous search and displayed in a different place if required.

From the Data tab, click on the Filter Formatting icon (top of the screen)

There are two options – Filter Display and Actions and Filters
To move the location of the Filter, click on Filter Display & Actions

Click Format
- Filter Display – choose from the dropdown Default, Top, Left or Left Side Nav
Click Actions
- Autorun Report on Load – on or off
- Remember Filter Values – on or off
Click X to save

Filters can be set as mandatory

Click on the Filter you want to be mandatory
- Change from allow Omit to Mandatory
Click X to save

Changing the Chart layout

The default when creating a Chart is to put gaps between all the data. If you prefer data to be side by side (for instance, this year and last years consumption totals), you can amend the layout of the Chart.

Click on the Chart tab
- Click on Axis
  - Click on Horizontal
    - Click on Style
      - Category Spacing – change to 4
      - Series Spacing – change to 0
- Click X to Save

Adding a Summary Box

This example shows how to add a Summary Box to show the total of This Years Bill Daily Net Amount, compared with the same period last year. It also shows the percentage up/down on the same period last year.

Click on the Design tab
Click Summary icon (top of screen)
- + Setup Primary Metric
  - Display Title – £ this year
  - Metric – This Year Bill Daily Net Amount
  - Aggregation – Sum
  - Target Type – Total
  - Display Title - £ last year
  - Set Target – Last Year Bill Daily Net Amount
  - Desired Variance – Below
  - Variance Display – Percentage
  - Click Save
  - Click Submit

Saving the new version

Click Report

Click Save

Amend the Title

Amend the Description

Choose the Folder to save the Report in

Choose Public or Private