Difference between revisions of "Creating a Report"

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- Important Note: The report '''[[Ellserve:Filtering Functions |filter]]''' operates similarly to, but independently of the filter in the  '''[[Ellserve:Ellserve Data |data section]]''' section.
- Filters set in the report section will be applied at report run time.
- Filters set in the data section will be ignored at report run time.
-{|class="wikitable" style="text-align: left; color: black;"
-! Width="100" Align="Center"|'''Access'''
-| Width="175" Align="Left"|
-:Through the '''Create''' tab in the report section.
-| Width="400" Align="Center"|[[File:CreateSaved.PNG|right]]
-|}
-== The Report Settings Box ==
-The Report Settings box (shown below) appears at the top of the Create a Report section.
-[[File:Creating.PNG|700px|centre]]
-{|class="wikitable" style="text-align: left; color: black;"
-| Width="150" Align="Center"|'''Settings'''
-| Width="300"|'''Description'''
-| Width="200"|'''Values'''
-|-
-|
-:Report Name
-|
-:Unique Name to identify each individual Report Definition
-|
-:User defined, can be anything
-|-
-|
-:Group by
-|
-:Controls how the data is grouped together in the report. Changing this field will cause the fields in the Report Values area below to change
-|
-:Can be grouped by Account, Category or ICP
-|-
-|
-:Render As
-|
-:Determines what format the report will be outputted in.
-|
-:CSV - Report will be downloaded as a CSV file which can be viewed in excel
-:HTML - Report will open in a new tab as a HTML file
-|-
-|
-:Report Settings
-|
-:Report Aggregation controls the period over which report data is aggregated. For example if monthly is selected then the Report Data will be outputted in monthly totals
-|
-:Monthly, Quarterly, Annually
-|-
-|
-:Date Range
-|
-:Controls the range of dates for which data is included in the report
-|
-:Date From, Date To
-|}
-<span style="color:#2E5894"> '''>> To Run or Save the current Report Definition click on the corresponding button at the bottom left of the box'''</span>
-[[Ellserve:Ellserve|Home]] - [[Ellserve:Reporting|Back]]
-== The Report Values Area ==
-[[File:Report Values2.PNG|600px|right]]
-When "Account" or "ICP" are selected in the Group By field, the two boxes to the right will be shown.
-The ''Selected Values'' box displays the values which will be shown on the report and the ''Unselected Values'' box shows values which can be shown but currently will not be.
-<span style="color:#2E5894">'''>> To move values between the two boxes''' highlight the value to be moved and then click on the left arrow to move it from ''Selected Values'' to ''Unselected Values'' or vice-versa.
-[[File:Report Values 3.PNG|left]]
-When "Category" is selected in the Group By field, the ''Select Group'' box (shown to the left) will be shown instead of the two boxes above. This provides a drop down list of "categories" through which the data in the Report can be sorted by. For example if you were to select business unit then the aggregated data for each separate business unit would be shown in the Report.
-[[Ellserve:Ellserve|Home]] - [[Ellserve:Reporting|Back]]
-== Account Data Values ==
-[[File:Report values 4.PNG|right]]
-The ''Account Data Values'' appear at the bottom of the page and are used to control what actual recorded data is displayed in a report.
-<span style="color:#2E5894">'''>> To edit these fields''' click on the blue pencil to the left of the row you wish to edit. Three drop down boxes will appear (as is shown in the top row of the example). Select the values you want to be displayed in the Report, and then click the blue tick to confirm your selection. </span>
-The top row of the example will display "Energy Consumption Invoiced" when the tick is clicked and that data along with the "Energy Consumption Normalised" and "Energy Consumption Variance" data will be displayed in the Report.
-<span style="color:#2E5894">'''>> Rows can be deleted''' by clicking the cross beside the row to be deleted.</span>
-Another blank row is automatically added when the current row being edited is confirmed.
-[[Ellserve:Ellserve|Home]] - [[Ellserve:Reporting|Back]]

Difference between revisions of "Creating a Report"

Latest revision as of 14:44, 4 October 2013

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