Energy Intelligence can be filtered prior to viewing the report (Defined Value), or when the report is run (User Prompt).  

The filters are added in the same way, but the set up of each will be determined by the User as to the specific requirements for each report.

You will need to decide if you want to have filters hidden in the background, for example always excluding a particular Site Group, or always running on a specific date range or commodity.  Then you need to decide if you want the User to be able to filter when they run the report.

Filter Display & Actions

Allows you to change the Filter Display & Actions for all the Filters in the Report 

• Click on the Filter Icon at the top of the Data tab

The popup defaults to the Filter Display & Action options

Changing the position of the Filter

The Filter can be positioned top or left of the screen or you can also choose Left Side Nav, which ‘hides’ the filter.

• Click on Format to open the section
• Click on the Filter Display dropdown
  • Choose from Default, Top, Top Left or Left Side Nav

Changing the position of the Go button 

The default is for    to be at the bottom of the Filter.  However, if you are choosing from a few Filters, it may be beneficial to show the button at the top, or both.

• Click on Format to open the section
• Choose Top, Bottom or Both from the Apply Link Location 

When you run the Report, the  button will be where you have selected.  This is set to Bottom so that the Go button is at the bottom of the Filter

Automatically Loading the Report

If you want EI to automatically load the Report using the default and remembered Filter, ensure that Autorun Report on Load is switched on

• Click on Actions to open the section
• Click the Autorun Report on Load Slider to on 

Remembering Filter Values

If you want EI to remember the previous Filters, ensure that Remember Filter Values is switched to on

• Click on Actions to open the section
• Click the Remember Filter Values Slider to on 

Renaming Filters 

Once the Filters have been created, you can rename them if required.

The Filters are displayed on the left hand side.

• Click on the Filter you want to rename
  • Enter the new name in the Description field

• Continue down the list of Filters on the left hand side and rename any that you want to change

Making a User Filter Mandatory

You can choose which Filter(s) are mandatory.

• Click here for more information