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Reports Page

All report templates have the following common window areas:

Figure 3-30 Report Page User Interface.

Report Toolbar

The toolbar display changes for some reports. For information about the report-specific toolbars refer to individual report descriptions under "Using shortBrandName Reports." The following illustration shows the most common tool bar configuration and the following paragraphs provide a brief description of each tool.

Figure 3-31 General Report Toolbar.

Report Selector

Figure 3-32 Report Pulldown Menus.


Site Tree Window

The Site Tree Pane provides a graphical tree display of all the selected sites. You can expand and collapse individual sites to display or hide the data points that are listed for those sites. Common tasks performed within this window include:

Filtering Sites

The Site Filter is a drop down list that allows you to filter the tree view to include or exclude certain sites according to their assigned designations. You can select individual site designations or select All Sites for presentation in the Site Tree Window.

There are two default designations that allow you to sort By Floor Area and By State and City. You may assign additional designations of: Division, District, Region, Electric Utility, and Business Unit. Having one or more of these designations assigned to sites in the database will allow you to filter the tree view to include or exclude certain sites according to their assigned designations.

Assigning site designators

You can assign multiple designators to a site to allow that site to be included in various filtering schemes.

To assign Site Properties, perform the procedure "Assigning Special Site Properties".

Assigning Special Site Properties

  1. Open the Configuration tool.
  2. Select a Site.
  3. On the Toolbar, click the New Property button .
    The New Site Property dialog box appears.
  4. In the Name field, you must type one of the pre-allowed designators. Your choices are:
    • division

      district

    • region
    • electricUtility
    • businessUnit

      Note: You must type the name exactly as stated above or your property will not work, and your site will not show up in the tree when you filter by that designation. For instance, to sort by Electric Utility, type in electricUtility.

  5. In the Unit Field, select null.
  6. If you want to assign this site to multiple designators, select Save/Continue and then repeat steps 3-5 for each designator.
  7. For the last New Property, or if you only designated one property, select Save/Done.
  8. You must now assign a grouping name for the property. This grouping name is the Site Property’s Value.
  9. In the Site Properties box at the bottom on the configuration screen, put the cursor in the appropriate Value box and type the user defined value of the selected filter and site and press Enter on the keyboard, then click Apply Changes.

Selecting data points

To select data points, go to the report template page and navigate to the desired point or group of points by expanding the appropriate sites and meters. You can select individual data points or groups of data points. When you want a report to run against a particular data point, you have to put that data point into the selection window, as described in "Selecting Data Points to Chart.".

If you want to aggregate points (see Aggregating Data Points.).

Selecting Data Points to Chart.

  1. Right-click in the tree on a Site, Meter, Group or Sub-group folder, or directly on a data point. This will bring up a shortcut menu.

  1. Select Add To Report. The object is added to the Selection Window. If you select an object that has child objects below it, all applicable child objects are transferred to the Selection Window.

    Note: Add To Report puts the object selected and all applicable sub-components into the Selection Window at the root level. Copy also allows you to paste the selected object into the window or into another object already in the Selection Window (aggregation). See "Aggregating Data Points.", for steps required to aggregate data points.

Aggregating Data Points.

  1. Right-click in the tree on a Site, Meter, Group or Sub-group folder, or directly on a data point. This will bring up a shortcut menu.
  2. Select Copy. The data point is copied to your clipboard.
  3. Right click on the object in the Selection Window to which you want to aggregate and select Paste from the shortcut menu.
    The data point is added to (and aggregated with) the selected data point.
    The Copy and Paste functions allow you to aggregate data points and chart them as a single value. For more information about aggregating, refer to "Aggregating Data Points.".
  4. To dis-aggregate and re-aggregate data points, right-click on a data point in the Selection Window and select the appropriate command.

Selected Points Window

This Window displays all the points that you have “added” from the Site Window Tree. You can expand and collapse the tree display.

Parameter Window

The Parameter Window display may be different, depending on the type of report that you have selected. The parameters that you choose for your report directly affect what data will be displayed in your report as well as how the data will be displayed. Therefore, understanding each parameter is important to getting the most out of your report. Some parameters are simple to understand while others may reflect less familiar and very powerful statistical analysis concepts. The following paragraphs describe parameter window options and settings, including:

Chart and Graph Window

The Chart and Graph Window presents a graphical display of your report data. You will often need to zoom in or out in this window to optimize the view of your data. The "Vertical Mouse Action Zoom", and "Horizontal Mouse Action Zoom" paragraphs describe how to do this common task.

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