Account Information

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Purpose
To provide access to individual Account details and quickly identify accounts of interest (e.g. largest consumption, highest unit cost or lowest emissions.

Configuration

Account Config.PNG
Accounts.PNG
Settings Description Values
Title
Control display title
Custom
Tabular Value types
Controls which account details are shown in the table
  • Description
  • Last Invoice
  • Closed Date
  • Opened Date
  • Retailer
  • TAX
  • Consolidated Site
  • Department
Date range
Reporting time period
Date range from date picker
Value Types
Values to be reported in table
All time series data values

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Display Behaviour

The Account information control displays data in to modes:

  • Account list
  • Account details

Account List

The account list shows all accounts matching the current filter, with a column for each configured data value. The list can be sorted by data value by clicking the column header (clicking twice reverses the sort order).

AccountDetails.png

Account Details

Clicking in a row in the account list makes the selected the primary filter, switching the display a mode in which only details for the selected account are shown.

Account details marked with a pencil icon can be edited, see editing account details

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