This report compares a daily half hour profile against a target profile and reports high and low exceptions. As the report day shifts during scheduling, the target may be redefined as it can be based on a moving window of data from the same channel (eg an 8 week range always ending 4 weeks before the report day) or it could be a fixed historic range.

Each half hour target is an average of each corresponding half hour (if non zero) taken from the same weekdays in the historic period. A percentage +/- allowance on this is set as the high and low target.

The cost of any exception found (overspend or shortfall) can be optionally calculated.

Opening the Reporting Activity

Open Sigma and click on Reporting

Running the Report

Choose the Site, Channel or Monitoring Point that you want to run the Report on

Choose the Daily Consumption Exception Report

Complete the Report criteria as follows:

Field	Description
	Choose from the dropdown
	Date of the Report
	How many weeks do you want to take an average from? (the example shows 4 weeks, so it will add together 4 weeks of data and take an average then create the target - see below)
	How many weeks back do you want to go? This example is set at 1 so will go back 1 week and then take the average of the previous 4 weeks (target source above)
	If you do not use the above, you can tick here and add a fixed end date
	High target (this will trigger an exception if the consumption goes above this target)
	Low target (this will trigger an exception if the consumption goes below this target)
	Tick to use a pre-exsiting Cost Definition Then choose the cost definition
	Adds a prefix to your email title (if you schedule the report) Useful if setting up exceptions for more than one site
	Choose which monitoring point is used (if at Site level or above)
	You can either set All Channels and you will receive an email daily to show consumption (along with any exceptions or tick Channels with Exceptions and only receive an email if an exception occurs

Tip: You can enter 4 digits into the How many previous weeks used to create target? field and this will cover save you entering the figures in the other fields

Example Enter 4410 and this will:

1st digit: #weeks of data for average
2nd: #weeks back from report date (the gap)
3rd+4th: +/- this as the percentage target (assuming you want the same figure in both, ie 10 and -10)

Click to run and view on screen

OR

Click to send the Report to the Document Library Activity

OR

Click to run the Report at specific times (see below)

Scheduling the Report

Create the Report as above (don't click on Run Report)

The Report can be scheduled to send a Report each day if All channels has been ticked

OR

will only produce a Report when and exception occurs if Channels with Exceptions (for scheduler use only) has been ticked

Click to set the Report to run at specific times (see below)

Enter the Name

Enter a Description

Click Next to go to the Report Configuration screen

These details are the same as entered on the Report - do not amend

Click Next to go to the Report Output screen

Enter the To address (can add more than one, separated by a comma (,)

Enter the Subject

Enter the From address

Enter the Reply address

Tick how you want to receive the Report

Click Next to go to the Report Date screen

Choose Dynamically set the date to 2 Days before execution time so that the Report will always use the day before

This will take you to the last whole day, so running the report at 03:00 on 27th will give you the data for all of 26th

Click Next to go to the Fixed end date screen

Choose Dynamically set the date to 1 Day before execution time so that the Report will always use the day before

Click Next to go to the Activation screen

Ensure Active is ticked

Choose the date and time you want the Report to run (choose the time to reflect the time of day you want to run the report, ie best practice is overnight)

Note: If you are running the report overnight, you will need to ensure that data is in Sigma prior to the Report Run Time.

Click Next to go to the Recurrence screen

Choose the recurrence, for example Daily

Click Next to go to the Run time(s) screen

Choose Every weekday or Every X days

Enter a figure in the Select number of days, ie 1

Click Next to go to the Schedule End screen

Choose never, after or on

Click OK to save

The Report is now scheduled and will either send a Report each day if All channels has been ticked

OR

will only produce a Report when Channels with Exceptions (for scheduler use only) has been ticked

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