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.

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Advanced Operations Track
Distributing Reports via
Email and Using Shared
Report Groups
Presented by Scott Bair, CEM

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
The Reporting Labyrinth
Shared Reports and Report Batches
Report Distribution Manager

©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

©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

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Sample Report Viewer provides
descriptions for reports, filters, & operators

©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

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Shared Reports and
Report Batches

My Configured Reports
Only visible to a
specific User
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

Shared Reports
Visible to all Users
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

Report E-mail Groups
Used in conjunction
with the Report
Distribution Manager
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Report Distribution Manager

©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

©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

Required Contact Info:
Name, Business email, Topmost settings
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Creating email batches

©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

Questions
Visit the Ace Place to learn more!
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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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

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

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

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

Distributing Reports via Email and Using Shared Report Groups in EnergyCAP

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Editor's Notes