This section of the Online User Manual shows how to create some of the most popular Standard Reports.

It describes how to create the reports and what is returned.

If you want to report at Site or Site Group level, you will need to create Monitoring Points.  Monitoring Points will generally add together values if there is more than one Item under a Site.  For example, if you have a Site with 3 Electricity Accounts, a Monitoring Point will add those values together to give you a total for the Site.  However, equations can also be set in a Monitoring Point.  For example, if you have a Site with a Fiscal Meter and four Sub Meters, you may want to have a Monitoring Point that adds the four Sub Meters together and then takes that value away from the Fiscal Meter.  Click here for more information on using equations.

Example Reports in this section:

Sigma Icons

Sigma uses symbols to show Database Items.  Each report shows which Item it can be run on. Below is a list of the symbols along with the Database Item.

Site Monthly Profile Report

This report shows the consumption for a specified month and uses a Cost Definition to calculate the cost of the different rates.  The graph is colour coded depending on how many rates are in the Cost Definition.

Use for:  To follow up on an exception or to see baseloads (and to see if equipment is switched off at weekends) - also consider Site Monthly Profile Comparison Report

Accepts:  

Ticking   allows the report to use the costs set up in the Cost Definitions.

These will show at the bottom of the report, along with the consumption and percentage for each rate in the Cost Definition.

League Table Report

A League table report can rank Sites (Or Site Groups or TSPs) by a number of variables including Consumption or Cost, based on a selected Monitoring Point (e.g. Total Billed Electricity).  The Bar Chart presents all selected Sites and their present and previous cost or consumption.  The Move column in the results table demonstrates the changes in cost and consumption for each Site.

Use for:  Analysis of your Estate – what do I need to look at in more detail?  i.e. the highest user.  Compare movement between this year and last year.  Also consider League Table Normalised to compare by square meter.

Accepts: 

Flexi-year Monthly Graph by Site

The Flexi-year Monthly Graph by Site shows a total for each month based on Consumption or Cost.  The example below is using the Graph + Breakdown Table option (Report Template).

The average monthly figures shows for the cost or consumption and each monthly value is  then displayed in the table below the graph

Accepts:  

3 Utilities Profile Report

Select 3 Monitoring Points to analyse for a given period.  You will get 4 graphs in total and the data is also shown in a table below the graphs.

Use for:  A summary to send to Energy Champions, Site Managers, Head Teachers etc.

Accepts:  

Monthly Consumption or Cost Report

A Monthly Consumption or Cost report displays all sites in one table.  The table shows consumption or cost for each month in the date range.                   

Use for:  A good report to run to decide what your Budget would be for the following year.  You can see your monthly cost and consumption and get Year To Date.

Accepts:  

Monthly Energy Summary

The Monthly Energy Summary shows a Monthly Energy Graph broken down by Cost Bands (defined in the Cost Definition).  Two smaller Daily Graphs show the Maximum and Minimums for the Month.  Also a Daily Consumption and Cost Table is shown on the same report.

Use for:  Viewing a Month of data at a time for a particular TSP.  Helps to see the pattern of usage along with the maximum and minimum demands.  The cost is derived from the Cost Definition used when creating the report.

Accepts:  

General Graph and Table Report

An account, meter or channel based report that allows the user to specify a period and interval of consumption to display.  A bar graph will show above a summary table showing each interval.  Average, maximum and minimum values are also shown.

Use for:  A tool for analysing data using various different intervals.  Can also help when investigating queries.

Accepts: 

Channel Statistics Report

 Tabular view of selected Periodic Channels (or other TSP) for a specified date range.  Shows maximum and minimum consumption values for any 48 half hourly periods.  The report also shows the last date of data as well as the number of values and zero values (actual, recorded, zero consumption, not Null values) for each selected Channel.   Also shows % missing data, % estimated data and % actual data (+% any other).

Use for:  Useful to check data is coming in from the Importer.

Accepts: 

Missing HF Data Report

An HF (High Frequency) report that searches for readings with a ‘null’ or estimated status.  Also shows the Channel start and end dates.

Use for:  Useful to spot check data to see gaps, date ranges etc.

Accepts:  

Self Read Values and Forecasts

This report produces per Non-Periodic Channel an output of reads across a selected date range, or it will produce a forecast read for a given date, produced by an accrual of the latest 2 earlier reads.  The report also gives the Supply Point number, Account number and Supplier plus the Site name and first line of the address.  Other data quality Items from the Channel are also given in the tables.  The report may be run by selecting Sites, meters, Sub Meters or Channels.

Use for:  Useful when you want to see the meter readings taken on a group of Non-Periodic Channels.  Option 4 allows you to export an  Excel document showing the previous Meter Readings for each Meter.  This can then be updated with current meter readings and imported via the Importing Activity.

Accepts: 

Supply Details List Report

Lists out the details of the Supply Contracts from the Supply Points attached to selected Sites, Building Units or Supply Points themselves.  This also shows any attached meters or accounts to the individual contracts.           

Use for:  Useful to run prior to creating a CRC Round, to see what is due for renewal and the check data is in the Supply Point.

Accepts:  

Account Missing Entries Report

The table gives details of when and how many Bills have been entered into the database by month for one year. 

Use for:  Useful for data quality checking before running standard reports such as League Table and Year on Year.  It also shows estimates.

Accepts: 

Electricity Bills Overview Report

This report uses Accounts or Sites and shows the details of your electricity bills for the chosen period, including from and to dates and cost and consumption.

This report is also available for Gas, Water and Oil.

Use for:  Useful for accounting.

Accepts: