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Reports

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:
    lan-online.jpg

    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.
    report-process.jpg
  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.
    filters.jpg
  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.

quickreports-cost-centers.jpg

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.

quickreports-accounts.jpg

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.

    export1.jpg
  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:printto_pdf.jpg

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.

search-quickreport2.jpg

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