Click here for more information on how to Schedule (Broadcast) a Report.

When a Report has a mandatory filter, you are unable to Broadcast it.  However, you can copy the report, amend the Filtering and then save the new Report back into Energy Intelligence.  The new Report can then be Broadcast.

This section shows how to copy a Report, amend the Filters and save so that the it can be Broadcast.

Copying the Report

• From the main page, right click on the Report
  • Click Make a copy   OR
  • From the Report, click Report > Copy

Amending the Filtering

Removing the Mandatory option

• Click on the Filter Icon at the top of the Report

• Click on the Filter name
  • Change the Filter Requirement Slider from Mandatory to Allow Omit (this is the standard setting)

Setting a Default Value

To enable the report to run, it is advised to set a Default Value (as you have removed the Mandatory Filter).

• Click Entry Style
  • From the Default Value section choose the value that you want the report to default to when it first runs
    • For example, if you have a Report that had a Mandatory Filter of Site Group, you could set the first Site Group as the default.  When the report runs, instead of the Filter being mandatory, it will default to your chosen Value.

Repeat the above if there is more than one Mandatory Filter.

• Click the X in the top right of the pop up to save the settings and return to the Report

Saving the Report

• Click Publish 

• Rename the Report
• Amend the description (if required)
• Choose the General Folder (or any other personal Folder you have)
• Click Save

The new Report has now been saved into Energy Intelligence, under the Reports Folder.

• From the main page, click on the Reports Folder

Broadcasting the Report

Now that you do not have Mandatory Filters, the Report can be Broadcast.

Click here for more information.