EnergyCAP Online

EnergyCAP^® Online is a web-based software application designed to provide internet viewers with access to their EnergyCAP Enterprise organizational structure and reporting tools. Currently, EnergyCAP Online provides view-only access to primary Managers from the installed LAN version, as well as an interactive module for basic bill processing. Future iterations and/or related products will include online tools for organization design/maintenance, user and vendor updates, and other EnergyCAP functions available in the installed version.

Login

The EnergyCAP Online interface enables individual users to access their data via a password-protected online login. EnergyCAP Online provides instant access to EnergyCAP data and reports from any computer with internet access.

Login requires an EnergyCAP Username and password, which must first be set up through the User Manager in EnergyCAP Enterprise. The user must also possess knowledge of the URL (web address) where the database program resides, and the database name (datasource).

EnergyCAP Online offers database accessibility to remote offices that are not connected to the SQL Server database via a LAN, and to infrequent users who do not need complete functionality. The current version of EnergyCAP Online allows you to:

• View the EnergyCAP Online version of the Facility Manager Tree View (organization hierarchy) and all PowerViews
• View the EnergyCAP Online version of the Group Manager Tree View and benchmarking charts
• View the EnergyCAP Online version of the Account Manager Tree View, Cost Centers, PowerViews, bill data and bill images
• View the list of Vendors from the Contact Manager of the installed LAN version, along with associated accounts.
• Perform basic bill processing functions online, include bill entry, auditing and bill problem processing.
• Run reports

NOTE: To read detailed information about any web-displayed PowerView or Chart, simply click the chart. A popup Explain Chart window will appear. When done, click OK to close the window.

Navigating EnergyCAP Online

Navigation in EnergyCAP Online is simple. All primary program areas can be accessed at any time by clicking the main menu (green bar/arrow icon) and clicking/selecting the desired module from the drop-down list:

Home: Welcome window and introduction to EnergyCAP Online

Buildings & Meters: Online PowerViews duplicating the Facility Manager of the installed EnergyCAP LAN version.

Groups & Benchmarking: Online view-only benchmarking tool duplicating the Group Manager of the installed EnergyCAP LAN version.

Cost Centers & Accounts: Online view-only organization account structure duplicating the Account Manager of the installed EnergyCAP LAN version.

Vendors & Rates: Online list of vendors and associated accounts.

Bill Processing: Online Bill Processing tool duplicating most of the functionality present in the Work Flow Manager of the installed EnergyCAP LAN version.

Reports: Online report generating tool duplicating most of the functonality present in the Report Manager of the installed EnergyCAP LAN version.

Basic Interface

When the user accesses the correct URL and completes the login procedure successfully, the EnergyCAP Online interface will appear in the browser window.

Depending on configuration settings, the initial view will be either a Home page or the Buildings & Meters page. If the Home page is displayed, it will provide a Welcome pane containing basic information and navigation instructions. The Home page can be accessed at any time by clicking Home from the top menu.

The Home navigation pane includes clickable links to:

• Buildings & Meters: Corresponds to the Facility Manager in EnergyCAP Enterprise
  
• Groups & Benchmarking: Corresponds to the Group Manager in EnergyCAP Enterprise
  
• Cost Centers & Accounts: Corresponds to the Account Manager in EnergyCAP Enterprise
  
• Vendors & Rates: Corresponds to the Vendor list from the Contact Manager in EnergyCAP Enterprise
  
• Bill Processing: Provides basic bill processing functionality with online tools for bill entry and editing, bill auditing and bill approval.
  
• Reports: Corresponds to the Report Manager in EnergyCAP Enterprise
  

At the top right side of the browser window are several clickable links:

Home: Returns to the EnergyCAP Online Home page.

Settings: Allows for configuration of preferred internet settings and options including:

• Connection Timeout: Default is 60 minutes. If there is a lack of browser activity during the timeframe indicated, the connection will timeout.
• Report Filter Values-User: Default is Switch to Search After 100. Value refers to the number of entries which will be displayed at one time. Impacts EnergyCAP web performance speed. For larger databases, the Search option may be preferred. For smaller organizations, the Drop-down option may be preferable.
• Custom Logo: Default is blank. If desired, input URL/path for the organization logo (60 x 600 pixel maximum size).
• Show Home: Default is Yes. For branding purposes, some organizations may prefer to hide the Home page. When Home is hidden, the default home page becomes Buildings & Meters.

Logout: Terminates database access. The user will be returned to the Login page.

There is also a dynamic context-sensitive Search text box which takes the place of the basic and advanced search options in EnergyCAP Enterprise. As characters are entered, a list with contents matching the character string will appear beneath the Search field. The list is populated from account/meter/group data available in the EnergyCAP database. Click the desired match to link to the selected account/meter/group.

The EnergyCAP interface is divided into two panes for most views; a navigation/tree view pane on the left and a presentment pane on the right. The left pane reveals hierarchical data associated with the selected view. The right pane displays data associated with the selected object in the hierarchy.

The Buildings & Meters view displays all organization data by Place. The Navigation pane of the interface displays the Facilities Tree View, which is an easily navigable hierarchy of Places, Meters and Counters representing the energy infrastructure of the organization. Each Place is a node of the Facilities tree in EnergyCAP. When a node from the Facility tree is selected, the use/cost data for that node is “rolled up” from the combined data in all subdirectories (Places/Meters) under that node, and is displayed in the Presentment pane in a variety of tabbed PowerViews^®—charts and lists built from organization energy data.

*PowerView^® is a registered trademark of EnergyCAP^®, Inc.

NOTE: In the organization structure, place nodes containing other nodes are indicated by an arrow icon which appears just to the left of the node icon. When the arrow points to the right, the subordinate nodes (Places/Meters/Counters) are hidden. To expand the view to reveal the hidden nodes, click the arrow icon, which changes to a downward-pointing arrow. To hide the nodes, click the arrow icon again.

At the top of the Presentment pane for the Buildings & Meters view are a series of tabs for presenting the following PowerViews:

The General PowerView displays basic place or meter information, including address and links to the accounts associated with the currently-selected meter or place.

The Summary PowerView presents associated year-to-date use, cost and (where applicable) demand for the selected place or meter via the familiar EnergyCAP PowerView® charts. For comparison, the previous year totals are provided.

Depending on the node of the hierarchy that is selected, several additional comparative charts are provided:

• Total Use and Cost Summary—Provides values for YTD cost and previous year(s) total cost using a bar graph format.
• Unit Cost Summary—Provides annual unit cost values ($/commodity unit) for the selected meter in a bar graph format.
• Energy Cost Percentage—(Displays for Place nodes only) Provides a comparison of relative costs for each commodity associated with the selected Place, expressed as a percentage in a pie graph format.
• Equivalent YTD (Per Day)—Provides the average daily energy use and cost associated with the selected Meter or Place.
• Current YTD Vs. Same Period Last Year—Provides a quick comparison of YTD expenses vs. the same period last year, expressed as a colored bar with positive or negative percentage scale.

The Commodity PowerView (available for Places only) provides a graphical year-to-year comparison for cost and use associated with each individual commodity.

Select the desired commodity by clicking its icon. The Commodity tab data provides a graphical comparison of current year use and cost data with up to three years of previous data. Commodity PowerViews answer questions like, “How does this year’s electric use per day compare to last year’s use per day for this store?” Up to six charts are provided for each commodity:

• Total Cost Summary—Provides a bar chart with actual dollars spent each year.
• Total Use Summary—Provides a bar chart with total use (expressed in the unit appropriate for the commodity) each year.
• Unit Cost Summary—Provides a bar chart with cost per unit comparisons (Year-To-Date vs. two previous calendar years)
• Equivalent YTD (Per Day)—Provides a bar chart comparing Equivalent Year-To-Date DAILY cost and use data.
• Current YTD vs. Same Period Last Year—Provides a bar chart comparing cost and use per day to last year’s values for the same period, expresses as percentage values.
• Total Demand (KW) Summary—For the electric commodity, displays total annual demand.

The Monthly PowerView provides month-by-month comparisons of cost, unit cost and use for each energy type using a bar graph format. This view enables quick comparisons of monthly cost and use fluctuations.

The Bills PowerView (available only at the Meter level of the Facilities tree) provides a table with all associated billing data arranged chronologically with the most current bills first.

The Demand PowerView (available only at the Meter level of the Facilities tree) displays a line graph with Year-To-Date Actual and Billed Demand data in the context of up to three additional years of monthly demand values. A second bar graph presents monthly Load Factor values (when available) in a bar chart format.

The Cost Avoidance PowerView (enabled only if the organization has implemented the Cost Avoidance module in EnergyCAP Enterprise) provides a graphical display/analysis of Cost Avoidance similar to the Cost Avoidance PowerView charts in EnergyCAP Enterprise.

The Greenhouse Gas PowerView (enabled only if the GHG conversion factors are stored in the database) provides year-to-year graphical comparisons of greenhouse gas emissions, a breakdown of emissions into Direct and Indirect categories, and pie charts displaying percent emissions by GHG category, gas type, and Commodity type.

Groups & Benchmarking provides a powerful way to associate similar Places or Meters with each other for comparative and benchmarking purposes. Groups must be set up in EnergyCAP Enterprise in order to be viewed with EnergyCAP Online. All Groups in EnergyCAP Enterprise are either Place groups or Meter groups.

• Place Groups are associated with Places in the Facilities tree.
• Meter Groups are associated with Meters in the Facilities tree.

Once a group of either type is set up, reports based on data from the group can be viewed in EnergyCAP Online using the available PowerView tabs for Groups.

There are also two ways that Groups are set up and maintained in EnergyCAP Enterprise.

• Auto-Groups (identified by the blue folder icons) are defined and maintained automatically by EnergyCAP.
• User-defined Groups (identified by the yellow folder icons) are defined and maintained by individual users.

Typical groups include those Places/Meters sharing similar commodities, similar costs, similar building types, similar usage patterns, etc.. For example, Groups can be used to compare and report on:

• Cost per day associated with all buildings with natural gas meters
• Cost per area for all classrooms
• Unit cost of electricity for the “top 10” accounts
• Demand ranking for all electric meters

To use the Groups reporting capability in EnergyCAP Online:

1. Click the Groups & Benchmarking link from the Navigation pane.
2. Click the desired group icon to select it.
3. Click the top tab/link that corresponds with the data view desired (see below).

PLACE group tabs/PowerViews in EnergyCAP Online include:

• Cost/Area Rank—Displays a comparative bar chart with Annualized Cost Per Unit Area. Includes the average cost associated with the group. Then cost per day is divided by current square footage.

NOTE: In EnergyCAP, annualized cost or use is determined using the following calculation:
Annualized value (cost or use) = Bill totals for year * 365 / Number of Days
Where Number of Days = the lesser of:

1. The sum of the days in the bills OR
2. The difference between the largest bill end date and smallest bill start date.

• Use/Area Rank—Displays a comparative bar chart with Annualized Use Per Area (total square footage), and includes a bar for Total Cost for Billing Period Range.
  
• Demand/Area Rank—(used for Electrical commodities) Displays a comparative bar chart ranking group members from highest to lowest Demand values.
  
• Cost Rank—Provides comparative bar chart by Average Cost Per Day, and includes a bar for total cost for biling period range.
  
• Use Rank—Provides a comparative bar chart by Average Use Per Day, and includes a bar for total cost for biling period range.
  
• Members—Provides a list of group members, and includes links to the relevant Places associated with the group.

METER group PowerViews available in EnergyCAP Online are:

• Cost/Area Rank—Displays a comparative bar chart with Average Cost Per Day. Includes a bar chart for Total Cost for Billing Period Range.
  
• UnitCost Rank—Displays a comparative bar chart with Average Unit Cost). Includes a bar chart for Total Cost for Billing Period Range.
  
• Use Rank—Displays a comparative bar chart ranking group members from highest to lowest Average Use Per Day. Includes a bar for Total Cost for Billing Period Range.
  
• UnitCost by Cost Rank—Displays a comparative bar chart ranking members from highest to lowest Average Unit Cost. Includes a bar for Total Cost for Billing Period Range.
  
• UnitCost by Use Rank—Displays a comparative bar chart by Average Unit Cost. Includes a bar for Total Cost Per Commodity for Billing Period Range.
  
• Demand Rank—(Electric commodity only) Displays a comparative bar chart by Demand. Includes a bar for Total Cost for Billing Period Range.
  

NOTE: Available PowerViews for Place and Meter groups may vary by commodity and availability of data.

The Cost Centers & Accounts view organizes all cost and use data for utility accounts. An account in EnergyCAP represents a formal business arrangement between a customer and a vendor. A cost center is a group or collection of related accounts. The Navigation pane of the Accounts view contains the Accounts Tree View, which provides navigation between cost centers and the individual accounts associated with them. Data for the selected account or cost center is displayed in the Presentment pane. Cost centers organize accounts into categories that can be used to represent departments, divisions, vendors, commodities, etc within your organization. When you select a node from the accounts tree, data associated with that node is 'rolled up' and displayed as totals in the Presentment pane.

At the top of the Presentment pane are tabs/links to four PowerView options:

• The General link displays basic information, including the Code, Display and Location in the Cost Center hierarchy for the selected Account or Cost Center. For individual accounts, the General view also provides the Account G/L Code, Billing Cycle, Status (active or inactive), Vendor, and links and other information related to the specific Meter(s), Rates, and User-Defined Fields associated with the account.
  
• The Summary link displays the Total Cost Summary PowerView, a quick fiscal year cost summary compiled from data associated with the selected node of the Account hierarchy.
  
• The Bills link (Accounts only) displays data for all the bills associated with the account. Click the hyperlink under the Period column to open a popup window with additional bill details (including a link to the actual bill image, if available).
  
• The Commodity link displays PowerViews for cost and use associated with each individual commodity. The Commodity tab data provides a graphical comparison of current year use and cost data with up to three years of previous data.
  
  Commodity PowerViews answer questions like, “How does this year’s electric use per day compare to last year’s use per day for this Account or Cost Center?” Five charts are provided for each commodity:
• Total Cost Summary—Provides a bar chart with actual dollars spent each year.
• Total Use Summary—Provides a bar chart with total use (expressed in the unit appropriate for the commodity) each year.
• Unit Cost Summary—Provides a bar chart with cost per unit comparisons (Year-To-Date vs. two previous calendar years)
• Equivalent YTD (Per Day)—Provides a bar chart comparing Equivalent Year-To-Date DAILY cost and use data.
• Current YTD vs. Same Period Last Year—Provides a bar chart comparing cost and use per day to last year’s values for the same period, expresses as percentage values.

The Monthly link displays month-by-month comparisons of cost, use and unit cost for each energy type using a bar graph format. This view enables quick comparisons of monthly cost, use, and unit cost fluctuations.

Vendors & Rates provides view-only access to vendor contact data, associated summary utility billing data, related accounts and contract details.

To access the Vendors & Rates module, click the Vendors & Rates link from the Home view. The Vendors & Rates home page will be displayed.

Click the Vendors and Rates link to open the vendor module. The vendor module provides four tabbed views of vendor data: General, Summary, Accounts, and Contracts.

The General tab displays two view panes. The left-most (navigation) pane provides an alphabetical vendor list. Click the desired vendor from the list, and the right (presentment) pane will display properties for the selected vendor.

Displayed vendor properties include:

• Code--the Code name for the vendor
• Display--the Display name for the vendor
• Addresses--the type of address and the address details for the vendor
  NOTE: Address hyperlinks (when present) will link to a web-based map for the address. Click the compass icon next to the address to view the map in a separate browser tab.
• User-Defined Fields--content for any user-defined fields associated with the vendor
• Info--additional Vendor properties, including email address, business phone number, industry code, DNB number, tax ID number, EDI import ID, payment days.

The General tab also displays links to available Quick Reports. Click the desired report to open a new browser tab displaying the indicated report in PDF format.
NOTE: Report filters for Quick Reports are not configurable from the Vendors & Rates module.

The Summary tab provides view-only access to summary utility billing data for the selected vendor, including a year-to-year cost summary.

The Accounts tab displays the Code, Display, Address, and Account Status (active/inactive) for all accounts associated with the vendor.

Clickable hyperlinks for the displayed account Code provide a link to the associated account and account properties. Click the Code link to switch to the Cost Centers & Accounts view for that account.

Hyperlinks for the displayed account Address (compass icon) will link to a web-based map of the address. Click the compass icon to open a map of the associated address in a new browser tab.

The Contracts tab displays a list with properties for all contracts associated with the vendor.

NOTE: If no contracts are available, the presentment pane will be blank.

EnergyCAP Online now enables users with an internet browser to access the bill entry functionality formerly available only through the Work Flow Manager in the EnergyCAP installed client software. For smaller organizations, and for large organizations with bill entry responsibilities allocated throughout the enterprise, EnergyCAP Online offers additional convenience, simplicity and flexibilty.

NOTE: Users of the EnergyCAP Enterprise installed client to whom bill keying is an integral part of workflow will notice many limitations in the initial (2.3) software release. Most importantly, not all of the bill headers are exposed. However, remote users with simple bill entry needs may benefit from ECO’s bill entry functionality. With each coming release, bill entry will be enhanced to meet the needs of our growing base of online-only customers.

To enter bills via EnergyCAP Online:

1. Log in to EnergyCAP Online via your usual procedure.
2. Click the Bill Processing drop-down link from the Main Menu:
   
   
   
   The Bill-Processing window Bill Entry tab will be displayed.
3. Click the Enter Bills option from the left navigation pane to display the list of bills in the current open batch for the logged-in user. If editing an historical bill, click the appropriate Bill Lists subdirectory. 
   
   EnergyCAP Online is designed to handle all bill entry using batch mode. When entering new bills, all bills in the current batch will be displayed in the presentment pane, along with batch control totals (bill count and total amount).
1. If batch mode is ON in the EnergyCAP installed client and a batch is not open for the user, EnergyCAP Online will create a new batch. The batch naming convention is a concatenation of userID and the date of the batch.
2. If batch mode is ON in the EnergyCAP installed client and a batch is open, EnergyCAP will add any new bills to the existing batch.
3. If batch mode is OFF in the EnergyCAP installed client, and a batch WITH TODAY'S DATE is open, EnergyCAP will add any new bills to the existing batch. All bills in the current batch will be displayed.
4. If batch mode is OFF in the EnergyCAP installed client, and a batch WITH ANY PREVIOUS DATE is open, EnergyCAP will close that batch and open a new batch.
4. Click the Add Bill button. The Bill Entry window will appear.
   
5. Enter all or a portion of the account Code, account Display, account Street, account City, or vendor Code in the field provided. As this information is entered, EnergyCAP Online will search the database for text string matches to the data. Matches will be dynamically displayed.
6. Click the desired account from the match list. the Bill Entry window will be pre-populated with appropriate information based on the selected account.
   NOTE: The bill Start Date is taken from the previous bill End Date.
7. Input the remaining required information.
1. Start Date: Enter the first day of the billing period. For all date fields, either type the date in MMDDYYYY format or click the calendar icon to click/select the date from the popup calendar.
2. End Date: Enter the last day of the billing period.
3. Days: Enter the number of days in the billing period (Calculated from Start/End Dates. If a different number is entered when Start/End dates are present, EnergyCAP recalculates the End Date based on the number of days entered for the Billing Period.)
4. Billing Period. Use the up/down arrow keys to adjust if necessary. The default billing month/year is the mid-point between Start and End Dates.
5. Pay Amount: Enter amount due.
6. Due Date: Enter the due date for the bill.
7. Statement Date: Enter the statement date from the bill.
8. Additional fields will vary depending on work flow options and/or bill template design.
8. Click the Save Bill button. If a balance remains (Remaining Balance window will open), select the appropriate category for each additional expense. Then click OK .
9. If desired, click the Verify button.
   
   Each bill can be compared with up to 24 months of data on a cost, use, and unit cost basis for quick visual verification that this is a reasonable bill. Demand for electric meters can also be compared with previous values.

Other Bill Entry Options:

The (default) Audits view displays the results of the Quick Audits that are automatically run during bill entry. Click the audit icon to display audit results.

The Account Memo functionality is the same as the installed client version of EnergyCAP Enterprise. Click the Account Memo icon to view and edit the Account Memo.

Bill Flags in EnergyCAP Online are referred to as Bill Messages in the installed client. Click the Bill Problem Flags icon to view/add Bill Problem Flags and comments. Flagged bills can then be set as “fixed” at a future date. Flags and comments will appear in various reports, and on the ECO- generated PDF of each bill.

Deleting or Editing a Bill in EnergyCAP Online

Bills may now be edited or deleted from all bill lists by users with appropriate permissions.To delete or EDIT a historical bill in EnergyCAP Online, it is necesary to locate it in the Bill Lists.

Bills with Problem Flags: Click this list to display bills that have associated problem flags (previously referred to as Bill Messages in the installed client). Any bill in the list will, when edited, display the problem flags associated with the bill. Users with appropriate permissions can clear bill problem flags at a later date.

Custom Filter – All Bills: Click this list to display a bill search window that includes filters for Created By (user that created the bill), account (dynamically searches Account and Meter information, including Account Code/Display/Street/City/Vendor and Meter Serial Number/Account/Commodity/Vendor), and billing period (select date range). Previous search filter settings are saved and will be displayed by default the next time the Custom Filters Bill List is selected.

1. Log in to EnergyCAP Online via your usual procedure.
2. Click the Bill Processing drop-down link from the main menu. The Bill-Processing window will be displayed.
3. Click the desired Bill List to display existing bills.
4. Locate the bill to be deleted/edited in the bill list.
   
   NOTES:
   Bill lists are sorted by date from most current End Date to earliest. To re-sort the list by any of the column headers, just click the header. Click again on the header to reverse the sort.
   Columns can be resized if desired. Move the mouse to the border of the column header until the mouse pointer changes shape. Then click and drag to resize the column.
   
   
   The order of the columns in the bill lists may also be changed. Just click the column header of the column to be moved, and drag it to the desired location.
   
5. To delete a bill, click the red "x" in the adjacent column and then click Yes at the confirmation prompt. To edit a bill, click the pencil icon to open the bill in Edit mode.
   
   
6. Make necessary edits and click the Save Bill button.

EnergyCAP reports can organize and present data in a variety of different ways. Energy CAP Online includes more than 200 unique reports. The EnergyCAP, Inc. website contains a link to the sample reports viewer, a tool which briefly describes each report:

http://energycap.com/samplereports/

To run a report from EnergyCAP Online:

1. Access the Reporting options by clicking the Reports link from the main menu of the online application. The view is similar to the Report Manager in EnergyCAP Enterprise:
   
   
   As in the Report Manager, available report groups in EnergyCAP Online are displayed in a Windows^®-like hierarchy in the left pane. Default report groups include:
1. Most Recent Reports—Populated by EnergyCAP; displays a list of reports most recently selected/displayed by this user.
2. Recommended Reports—Populated by EnergyCAP; displays the most popular reports from all report categories.
3. My Configured Reports—(corresponds to Saved Reports in EnergyCAP Enterprise) Populated by user; displays reports configured and saved to the My Configured Reports folder by this user.
4. All Reports—(corresponds to Installed Reports in EnergyCAP Enterprise) Populated by EnergyCAP; displays all available pre-configured reports available from EnergyCAP, including Analysis, Setup, Billing, Budget, Channel, Year-to-Year, Invoice, Cost Avoidance, Weather, and Greenhouse Gas reports.
5. Shared Reports—(corresponds to Public Reports in EnergyCAP Enterprise) Populated by users; displays reports that have been saved to a shared folder accessible to multple users.
6. (Future release?) Report Export Groups—(corresponds to Printer and Export Batches in EnergyCAP Enterprise) Populated by user, displays report export groups created by this user.
7. (Future release?) Report E-mail Groups—(corresponds to Report Email Batches in EnergyCAP Enterprise) Populated by user; displays report e-mail groups created by this user.
   NOTE: Report group members can be 'hidden' or expanded in the navigation hierarchy by clicking indicated by the arrow icon which appears just to the left of the group name. To expand the hierarchy, click the horizontal arrow. To hide group members, click the vertical arrow icon.
2. Click on the desired Report category/folder (1) to highlight it. A list of individual reports (2) available in a report category will be displayed in the right pane of the Reports view.
   
3. To configure the report by setting appropriate filters, double-click the desired report from the list. Or click once to select the report and then click the Next button (3). The list of available report filters will appear, along with three buttons:
1. Back—Returns to the Report list.
2. Add To—Opens the Add Report window, enabling the user to save a report configuration to the desired report group. To save a report configuration, input the new Report Code and Report Name in the fields provided. Then click the Add Report To: dropdown to reveal and select the desired Report Group for the new report. When done, click the Add Report button to add the new report to the specified group. Or click Cancel to return to the the report configuration view without saving the report.
   NOTE: Filter settings are saved with the report, so it is advisable to set all filters carefully BEFORE saving the report.
3. Run Report—Click to display the report using current configuration settings.
   NOTE: Filter options will vary significantly from report to report. It is strongly recommended to set filter options carefully BEFORE running the report, since unfiltered reports can be quite lengthy and take quite some time to generate/display.
4. Click the desired filter. The Filter Settings for that filter will be displayed on the right side of the Presentment pane.
   
5. Click the Operator: drop-down arrow to display a list of available operators. Click to choose the desired operator.
6. Click in the Value field and input the desired value(s).
7. Click the Save button to add the filter to the list of current filters for the report.
   NOTE: Recommended active filters are indicated with dark green type. These are important filters that cannot be removed from the Current Filters list. They can be Cleared so that no filter is set, but they are never removed from the list. To clear a filter after it has been added, click the filter from the Current Filters list. The Filter Settings window for the filter will be displayed. Then click the Clear button to return the filter to its default setting.
8. When all filters have been set correctly, click the Run Report button to display the report in the Presentment pane. After the Run Report button has been clicked, the report will be generated in a new browser tab. Click the new tab to view the generated report. An icon-based menu at the top of the window provides clickable options for exporting the report, printing the report, showing or hiding the Report tree view for the report, turning the “pages” of the report onscreen, and adjusting the SIZE of the displayed report

Quick Reports

Quick Reports provide intelligent context-sensitive reporting options, no matter where the user is navigating in EnergyCAP Online.

Whenever available, Quick Reports appear on the right side of the Presentment pane, and consist of a bulleted list of pre-selected, pre-filtered reports considered to offer the greatest utility for presentment of information associated with the currently-selected node in the Navigation pane. The example below displays the Quick Reports available when an individual account is selected.

Any Quick Report can be displayed by clicking the report name from the bulleted list. The resulting report, with its default filter settings determined by the navigation, will be displayed in a new browser tab.

Default Quick Report filter settings cannot be changed by the user. However, if you wish to further fine-tune the filters, go to the alphabetical list of reports in the Most Recent Reports category (see Reports hierarchy in the Navigation pane).

NOTES: A Quick Report will overwrite filters previously set for the same report in EnergyCAP Online.  If a report with specific filter settings is run often, consider adding it to My Configured Reports to preserve the desired filter settings.

A list of the filters used to generate the report is displayed on the final page of each report. This filter list can be used as a helpful guide when preparing filters for user-configured reports.

Saving a report in EnergyCAP Online

To save a report in EnergyCAP Online:

1. With the report displayed in the Presentment pane, click the Add To... button. This opens the Add Report window.
2. Input the new Report Code and Report Name in the fields provided.
3. Click the Add Report To: dropdown to reveal and click/select the desired Report Group for the new report.
4. When done, click the Add Report button to add the new report to the specified group. Or click Cancel to return to the the report configuration view without saving the report.

Deleting a report in EnergyCAP Online

To delete a report in EnergyCAP Online:

1. Click the report group containing the report to be deleted from the Navigation pane. All reports in the group will be listed in the Presentment pane.
2. Click the "X" icon from the column on the right side of the report listing. The report will be removed from the report list.
   NOTE: Only user-configured and saved reports can be deleted.

Other Report Menu Options/Icons

Export:

1. Click the Export icon to export the displayed report. The Export window will open.
   
   
2. Click the File Format: drop-down menu and select the desired export file type.
3. Click the radio button corresponding to the desired Page Range option. If necessary, input the report pages desired for export.
4. Click the Export button. The selected report pages will be exported to the file format requested.

Print:

Print to PDF is the only print option provided for EnergyCAP Online.

1. Click the Print icon. The Print to PDF window will open.
2. Click the radio button corresponding to the desired Page Range option. If necessary, input the report pages desired for export.
   
   
3. Click the Export button. The selected report pages will be exported to the file format requested.

NOTE: After the PDF has been saved, it can be printed to a local printer.

Report Page Navigation:

Report page navigation in EnergyCAP Online is similar navigation in the Report Manager. Click the forward or backward arrow icons to move forwards or backwards in the report. The outer arrow icons will display the first or last page of the report. The inner arrow icons will move forwards or backwards through the report one page at a time.

To zoom in or zoom out, click in the percentage field and enter a value between 10 and 400. Or click the drop-down arrow and select the zoom magnification from the drop-down list.

Search:

The Search option in the EnergyCAP Online Report module is different than the EnergyCAP Report Manager.

Input the desired (text) search string in the field provided. Then click the adjacent binoculars icon. The report display will jump to the first appearance of the search text, which will be highlighted. Click the binoculars again to find the next occurance.

Report E-mail Groups

Report E-mail Groups in EnergyCAP Online correspond to Report Email Batches in the installed client version of EnergyCAP Enterprise. Currently Report E-mail Groups cannot be created from the web client—they must be created in the installed application. See the Report Email Batches topic group for more information.

Existing Report Email Batches created in the installed application will be visible in EnergyCAP Online as Report E-mail Groups.
To view Report E-mail Groups in EnergyCAP Online, click Reports. Then expand the list of Report E-mail Groups using the arrow icon.

Viewing Individual E-mail Reports from a Report Batch

To view individual reports from EnergyCAP Online, navigate to Reports and click to select/highlight the desired report batch from the list of Report E-mail Groups. Individual reports associated with the selected batch will be displayed in the Reports tab. Click the desired report and then click the Next button to choose report filters. When done, click Run Report.

To edit Properties of Accounts, Cost Centers, Meters and Places:

1. From the relevant navigation hierarchy (Tree View) click to select the Account/Cost Center/Meter/Place to be edited.
2. Click the Pencil (edit) icon below the navigation pane.
   NOTE: The edit functionality will only be enabled if the logged-in user has appropriate permissions.
   
   The Properties window will open.
   
3. Edit/update the information in the editable fields provided.
4. Click OK to save the updated information and close the Properties window. Or click Cancel to exit the window without saving.

EnergyCAP Online provides for sharing of graphical and tabular data for all PowerViews, including cut-and-paste compatibility with most common software applications. Follow the instructions below to share chart data.

To save a chart IMAGE:

1. Display the desired chart in EnergyCAP Online by choosing the tab showing the chart you want to share.
   
   
2. Click the Magnifying Glass icon associated with the chart. The Chart & Data window will open, displaying the chart graphic.
   
   
3. To save a copy of the chart graphic to your computer, click the Download Image button to the upper right of the graph. The Select Location window will open.
4. Use the Save in: field to specify where the file should be saved. Then click the Save button. The chart image will be saved in .png format to the location specified.

To save Chart DATA:

1. Display the desired chart in EnergyCAP Online by choosing the tab showing the chart to be shared.
2. Click the Magnifying Glass icon associated with the chart. The Chart & Data window will open, displaying the chart graphic.
3. Click the Data tab at the top left corner of the Chart & Data window.
   
   
    A tabular view of report data will be displayed.
   
   
4. Click Copy to Clipboard. The chart columnar data will be copied to the Windows^® Clipboard.
5. Open the desired application (Microsoft^® Word, Excel, etc.).
6. Click Paste OR press the Ctrl-V keyboard combination to paste the data into the desired application.
   
   
   The data will be pasted from the Clipboard to the application.
7. Save the data file using the process appropriate for the application.

The following are valid branding options for EnergyCAP Online version 2.2

Option #1: Database-level Branding (Hosted & Non-Hosted Clients)

Database-level branding is available to hosted and non-hosted clients. For clients whose data is hosted by ECI, database-level branding (changing the company logo at the database level) is presently the only option for branding.

EnergyCAP Online has a default logo which displays in the upper left corner of the browser window following a successful login:

Clients can replace this logo with their own logo by clicking the Settings button in EnergyCAP Online:

... and then copying and pasting the URL for their logo into the “Custom Logo” box:

Note, however, that the logo displaying at the logon screen cannot be replaced for hosted clients:

ECI-hosted users of EnergyCAP Online will only see the customized logo after they log into the application. This is the only branding option available to hosted clients at this time.

Option #2: Global Branding (Non-Hosted Clients Only)

For clients hosting their own EnergyCAP database and installation of Online, a global branding option is available. The client may opt to replace the default EnergyCAP logo in both the login screen and in every database by modifying the config.xml file in the /assets/ folder of the Online installation directory.

For global branding, replace the highlighted xml coding...

... with the following:

<!-- LogoImage: imageSource:Branding -->

<LogoImage imageSource="http://www.imagehost.com/mymage.jpg" />

(The URL in quotation marks corresponds to the web location of the desired brand logo image.)

EXAMPLE: <LogoImage imageSource="http://www.energycap.com/media/images/logo.png" />

Option #3: Combining database-level and global options (Non-Hosted Clients Only)

For consultant clients who host multiple databases belonging to their own clients, both options 1 and 2 may be used together. The consultant would simply use option 2 with their own logo, resulting in a branded login screen. The consultant would then change the logo at the database level for each of their clients. Clients would then see the consultant logo at the login screen, and then their own organization logo after logging into the application.

Option #4: Client creation of a custom login screen (Non-Hosted Clients Only)

Another option for consultant clients who have elected for ECI to host their clients’ data is to develop a customized login screen in place of the default EnergyCAP login screen. With this option, the responsibility rests with the consultant to create the login screen, including the required fields and programmatic functionality necessary for the login.

It is expected that the consultant has the necessary technical knowledge to implement this solution, which requires the consultant’s custom login screen to interact with the XML-based, preliminary Web Service offered in Online 2.2. The requirements for such a login screen are discussed in the EnergyCAP Online installation instructions in section 9.6.1, and it is expected that the client will take the necessary precautions to secure users’ password data with SSL encryption.*

Because of the highly customized nature of this option, clients may be assessed a fee.

* Although not a requirement for this process to work, this encryption step is highly advisable.

Option #5: Providing a custom “logout” URL (Non-Hosted Clients Only)

In conjunction with Option #4, consultant clients may elect to submit a “logout URL” as part of the login information passed to EnergyCAP Online from the custom login screen. With this option, when users log out of the application they will be redirected to the provided URL, rather than being returned to the default EnergyCAP login screen. The requirements for implementing this “logout URL” are discussed in the EnergyCAP Online installation instructions in section 9.6.2.

Because of the highly customized nature of this option, clients may be assessed a fee.