Manage Reports

Reports

Reports

From the Property view click on "Reports".

Reports

Here you can view a list of available Reports.

View Template

Select the "" icon to view all the columns in a Report template.

View Template

This Report template includes Building, Unit, Serial Number, and Temperature.

Schedule Report

Select the "" icon to schedule an automatic Report.

Schedule Report

Here you may select a Start Date along with how often you would like the Report repeated.

Schedule Report

This Report is set to start on Feburary 1st and will repeat every month. Automatic Reports will be sent via email to all Report contacts. If the FTP Information has been provided, it will also be automatically uploaded to your FTP server.

Report Scheduled

Active scheduled Reports will show "".

Add New Report

Click on " Add New Report" to create a custom Report template.

Create Template

Click "Create New Template". These Report Templates can be viewed across the entire billing company after creation.

Create Template

You can drag any item you want to include into the report from the Available Columns to the Selected Columns.

Create Template

The Selected Columns will appear in this Report Template.

Create Template

You can customize the sort order by selection.

Template Created

Select the new "Custom Template".

Report Added

The new "Custom Template" is now available for this Property. Click it to run the Report.

Custom Report

This is what a Report will look like. You can click the column headers to change sorting, and click the icon to download as a .CSV.

Custom Report

Sorting is based on the order specified by the user. In this graph the Building is first, Unit second, and Utility Type third.

Hide Non-Programmed Units

To filter out any Non-Programmed Units, simple click the "Hide Un-programmed Units" checkbox.
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