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Creating Reports in EI

Sigma Online User Manual

Creating Reports in EI

Creating the Report:

  • Create >
  • Report >
  • Choose Metered Consumption View


Data Tab

Drag and Drop to the canvas:

  • Site Group Name


Preview:

  • Set Preview Row Limit to 15
  • Click Refresh Report


Drag and Drop to the canvas:

  • Site Name
  • Cons Day Total
  • Cons Date


Reset Preview:

  • Delete 15 from the Preview Row Limit
  • Click Refresh Report



Format Columns:

  • Click on Column Formatting
  • Format as required


Filtering:

  • Choose various Items to filter on
  • Drag and drop the Item to the Filters field


Operand:

  • Choose the way you want to filter, such as including in list, greater than, between etc


Value:

  • User Prompt – allows you to filter each time you run the report
  • Define Value –This is a permanent filter. For example, enter the name of the Site you wish to always exclude from your report
  • Search Values – allows you to choose from a list of Items you wish to exclude.  For example, tick all the sites you want to include or exclude permanently from the report


Filter Formatting:

  • Click on Filter Formatting
  • Choose General Settings for actions such as the format and actions
  • Choose the Site Name to choose whether the Filter is Mandatory etc


Use Smart Analysis:

  • Click Smart Analysis >
  • Choose Daily Consumption
  • Click Continue
  • Pop appears on the right hand side with the suggested analysis
  • Tick those that you want to use in your report

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