Distributing Reports via Email and Using Shared Report Groups in EnergyCAP
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Report organization in EnergyCAP, shared reports, report batches, Report Distribution Manager. Learn more at www.EnergyCAP.com.
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Distributing Reports via Email and Using Shared Report Groups in EnergyCAP
- 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Advanced Operations Track Distributing Reports via Email and Using Shared Report Groups Presented by Scott Bair, CEM
- 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: The Reporting Labyrinth Shared Reports and Report Batches Report Distribution Manager
- 3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com The Reporting Labyrinth So much data, So many reports (approximately 300 of them) Many filters to choose from and a variety of operators to utilize Apply Strategy
- 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com The keys to successful reporting Baby steps: Recommended Reports Envision the desired output Use Sample Report Viewer Understand data filtering
- 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Sample Report Viewer provides descriptions for reports, filters, & operators
- 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Work smarter not harder Finding a specific report is only the first step Utilize the Shared Reports folders and Report Distribution Manager
- 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Shared Reports and Report Batches
- 8. My Configured Reports Only visible to a specific User ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
- 9. Shared Reports Visible to all Users ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
- 10. Report E-mail Groups Used in conjunction with the Report Distribution Manager ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
- 11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Report Distribution Manager
- 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Who might benefit from emailed reports? Site or Facility managers Accounting department representatives Regional or District managers Executive level personnel
- 13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com How do we get started? Consider who is in the targeted distribution list Determine how to best group/batch your reports Create a matrix that lists the contacts and the reports
- 14. Required Contact Info: Name, Business email, Topmost settings ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
- 15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Creating email batches
- 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Creating Email Batches By report type (billing, usage) By reporting target Select batch output format (PDF, Excel, Word, etc.) Establish distribution frequency using the Email Wizard
- 17. Questions Visit the Ace Place to learn more! ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Editor's Notes
- Work smarter not harder - we try to provide the tools to let you work smarterEnergyCAP is a tool to help you with your job …… we know that it is not you only job
- Work smarter not harder - we try to provide the tools to let you work smarterEnergyCAP is a tool to help you with your job …… we know that it is not your only job
- Note that the ECE term for Shared Reports is “Public Reports” - One key difference is that you can not create Shared/Public report subfolders in ECO nor can you add reports to subfolders/batchesShared/Public Reports: - Viewable to all users - Filters can be adjusted by all users - Can simplify the reporting process for those less experienced usersReport Email Batches - Must be setup through ECE - Are used to automate report distributionWho can view/edit the “My Configured Reports”?Adding Reports: - In ECE you right click on the report and select “copy to” - In ECO you select “add to…” at the top right of the screen when viewing/setting report filters
- Note that the ECE term for Shared Reports is “Public Reports” - One key difference is that you can not create Shared/Public report subfolders in ECO nor can you add reports to subfolders/batchesShared/Public Reports: - Viewable to all users - Filters can be adjusted by all users - Can simplify the reporting process for those less experienced usersReport Email Batches - Must be setup through ECE - Are used to automate report distributionWho can view/edit the “My Configured Reports”?Adding Reports: - In ECE you right click on the report and select “copy to” - In ECO you select “add to…” at the top right of the screen when viewing/setting report filters
- Note that the ECE term for Shared Reports is “Public Reports” - One key difference is that you can not create Shared/Public report subfolders in ECO nor can you add reports to subfolders/batchesShared/Public Reports: - Viewable to all users - Filters can be adjusted by all users - Can simplify the reporting process for those less experienced usersReport Email Batches - Must be setup through ECE - Are used to automate report distributionWho can view/edit the “My Configured Reports”?Adding Reports: - In ECE you right click on the report and select “copy to” - In ECO you select “add to…” at the top right of the screen when viewing/setting report filters