Difference between revisions of "Account Information"

Latest revision as of 13:40, 3 October 2013

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

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

The account information control has a number of interactive features to identify and display account details.

@@ Line 52: / Line 52: @@
 [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
-===Account information usage features===
+===Usage===
 The account information control has a number of interactive features to identify and display [[Commodity Accounts#Account browser|account details]].
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
-===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 [[Filtering Functions|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).
-[[File:AccountDetails.png|500px|right]]
-====Account Details====
-Clicking in a row in the account list makes the selected the primary [[Filtering Functions|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|editing account details]]
 [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]