Add Report

You can add reports from Site, Area, Work center, and Work units level. The steps are similar for all the levels.
NOTE:
The following points are required to generate
Report
:
  • The respective hierarchy to be configured correctly.
  • Under the respective node, the required meters to be configured, and correct tag mapping to be done.
  • For 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 the report at the Work units level:
  1. Click the []
    Reports
    tab from the left-side menu bar and select Site or Area or Work center, or Work units from the hierarchy list.
  2. Select the
    Reports
    tab and click [Add report].
  3. In the
    Add report
    dialog, set these parameters:
    • Report name
      : Provide the name of the report.
    • Report type
      : Select the Energy or Cost, or Emission report type from the drop-down list.
    • Resource type
      : Select the resource type from the drop-down list.
    • Time scope
      : Select the time scope from the drop-down list.
    • Description
      : Provide the description of the report.
    • Share report to
      : Select the required recipients from the drop-down list.
  4. Click [Add].
    Add Report dialog
The “
Report added successfully
” message displays.
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