Add Report

The user can add reports from Site, Area, Work Center, and Work Unit levels. The steps are similar for all the levels.
NOTE:
The following points are required to generate a report:
  • The respective hierarchy to be configured correctly.
  • Under the respective node, the required meters are to be configured, and the correct tag mapping is to be done.
  • For the Cost report, the respective rate schedule should be configured at the Site level.
  • For the Emission report, the respective emission factor should be configured at the Site level.
  • For the Energy report, the respective default unit should be configured at the Site level.
Perform the following steps to add a report:
  1. On the left navigation menu, click
    Reports
    .
  2. Click a Work Unit from the hierarchy list.
  3. Click the
    Reports
     tab and click
    Add Report
    .
    NOTE:
    If the reports already exist, from the bottom left corner, click
    Add
    .
  4. In the
    Add Report
     dialog, set these parameters:
    • Report Name
      : Provide a name of the report.
    • Report Type
      : Select a report type (Consumption and Demand, Cost, or Emission) from the dropdown list.
    • Resource and Utility Type
      : Select the required Resource and Utility type from the dropdown list.
    • Time Scope
      : Select the required Time Scope from the dropdown list.
    • Description
      : Provide any description of the report, if required.
    • Share Report To (optional)
      : Select any required recipients from the available list in the dropdown, if required.
  5. Click
    Add
    .
    Add Report
    The “
    Added successfully
    ” message is displayed.
    Report Added Successfully
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