Report Manager Overview
WATCH VIDEO on Reports (Basic Session)
The Report Manager provides a collection of reports to help analyze your data. The reports are conveniently categorized according to the type of data they present and the manner in which they present it. Each report has filters that allow you to limit the results to a particular subset of data. A report may be viewed, printed or exported in various formats, including Excel and PDF.
All the report features are accessed through the Report Manager. To navigate to the Report Manager:
1. Select Reporting from the vertical navigation menu.
2. Select the Reports icon.
Individual reports are described in detail at the Sample Reports Viewer web page. The page includes a variety of search/find options for identifying appropriate reports based on keywords, filters and/or report groups.
By default, available EnergyCAP reports are displayed in the Installed Reports node of the Report Manager Navigation tree, but there are several other available locations:
- A report can be copied to the Saved Reports. The process makes a copy of the report and its filter settings.
- A report can be added to a user’s Favorite Reports, which allows access to the report from any module of EnergyCAP.
- A report can be copied to Public Reports, which allows all EnergyCAP users to access the report and its filter settings.
- A report can be copied to a batch. Batches provide a convenient method of printing or exporting multiple reports at once.
