Custom reports in DEXCell Energy Manager

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Custom reports in DEXCell Energy Manager

DEXCell Energy Manager allows creating custom report templates in an easy way. 

Thus, we can generate predefined reports (electrical bill simulation, basic energy, weekly pro, etc) or create our custom reports templates.

In order to create our custom reports, we should follow the following schema

 


In this article, the steps that need to be followed in order to create a custom report in DEXCell Energy Manager will be explained, as well as how to customize them. It has the following sections:

  1. Create a new report template
  2. Adding a Consumption object into a custom report 
  3. Adding a Comparison object into a custom report
  4. Adding an MVP project object into a custom report
  5. Adding a Cost object into a custom report
  6. Create a report configuration
  7. Use a custom logo on reports

1. Create a new report template

In order to create custom report templates, we have two different ways:

  1. Through reports menu
  2. "Add report" button. From each analysis screens where we can add objects to our templates, we have the option to create a new template.

 

1.1 Through reports menu

In order to create a custom report template, we go to Reports menu and we click on "New report template":
 
 
  • Title: we should write our custom template title. This is the one that will appear in the header of each of our reports.
  • Text blocks: We can add as many blocks of text as we want. We can move and resize the blocks to set the desired order and size. The texts blocks have multiple editing options as in a Word document and even images can be inserted.​

1.2 Through "Add report" button

​In each of the screens where we found  "add to report" button, we can create a new Custom Template.


Then it will appear a new window where we will be able to create a new template selecting "Create a new report template" and indicating the corresponding name on "New template name". 
After clicking on "Save" it will be generated a new custom report where we will be able to add as many blocks as we want. In the previous example, we have been created a new template called "Monthly report". 

In the following sections, it is explained how to add objects into our custom reports: 

1.3 Edit a template

If we want to edit a new existing template, we go to the "Reports" menu, we click into our custom template and then into "Edit template". 

 
Here we can: 
  • Add new text blocks
  • Delete added blocks
  • Distribute blocks dragging into their new position and dynamically set their size
  •  Edit text blocks
  • Change the title of the template

 

 

2. Adding a Consumption object into a custom report

In this section, we are going to explain how to add a Consumption object into a custom report. 
 

2.1 Add consumption chart to a report template

  1. First of all, let's go to Analysis > Consumption. We select the devices and configuration we want to add into the report and click on "add to report" button below our consumption graph. In this example, we are going to select the 3 main devices from 3 different supermarkets.
 
  1. Then, it will appear a pop-up where we will have to indicate the custom template we want to add this new block and the corresponding interval.
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval will be ploted the block. It can be: fixed (if we want to show an specific interval of time), last day, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. For example, Monthly report.  

  

2.2 Chart types

We can add as many consumption blocks and chart types as we need:
- Line chart
- Bar chart
- Pie chart 

Moreover, we can generate each block normalized by a custom ratio, which will help us to make comparisons between all of our locations.

 

2.3 Add a summary table into a report template


As before, we can add a summary table into our custom report template. 

In the next example, let's add a summary table of 3 different devices, normalized by the "surface" ratio.

 
Then, it will appear a new pop-up where we should indicate the basic information of the new block added to our custom report template.
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval will be plotted the block. It can be: fixed (if we want to show a specific interval of time), last day, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Compare with: period to compare with. We can choose between the previous period, same period last year or any period. 
  • Order table by: order the table by one of the columns of the table. We can sort ascending or descending. 
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. In that example, we are going to add the summary table to the report previously created: Monthly report.  

Once we have added all the blocks into the report template, it's time to generate the custom reports, explained here!

 

 

 

3. Adding a Comparison object into a custom report

In this support article, we are going to explain how to add a Comparison object into a custom report. 
 

3.1 Add consumption chart to a report template

  1. First of all, let's go to Analysis > Comparison > and click on "add to report" button below our comparison graph.
 
  1. Then, it will appear a pop-up where we will have to indicate the custom template we want to add this new block and the corresponding interval.
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval for which the block will be plotted. It can be: fixed (if we want to show a specific interval of time), or by reference (where it will be taken the reference periods and window previously selected).
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. For example, Monthly report
 

3.2 Chart types

We can add as many consumption blocks and chart types as we need:
- Line chart
- Bar chart for the base period
- Aggregated chart 

Moreover, we can generate each block normalized by a custom ratio, our using the hour filter which will help us to analyse our devices in a more accurate way.

 

3.3 Add a summary table into a report template


As before, we can add a summary table into our custom report template. 
Then, it will appear a new pop-up where we should indicate the basic information of the new block added to our custom report template.
 
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  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval for which the block will be plotted. It can be: fixed (if we want to show a specific interval of time), the day before, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Order table by: order the table by one of the columns of the table.We can sort ascending or descending. 
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. In that example, we are going to add the summary table to the report previously created: Monthly report.  
 
Once we have added all the blocks into the report template, it's time to generate the custom reports, explained here!
 

 

 

 

4. Adding an M&V project object into a custom report

In this section, we are going to explain how to add an MVP object into a custom report. 
 

4.1 Add an M&V Project chart to a report template

  1. First of all, let's go to Analysis > M&V Projects > and click on "add to report" button below our cost graph. 
  1. Then, it will appear a pop-up where we will have to indicate the custom template we want to add this new block and the corresponding interval.
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval will be ploted the block. It can be: fixed (if we want to show an specific interval of time), last day, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. For example, Monthly report

 

4.2 Add a summary table into a report template


As before, we can add a summary table into our custom report template with the information of the reference consumption and the real consumption. 

 


 
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval will be plotted the block. It can be: fixed (if we want to show a specific interval of time), last day, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. In that example, we are going to add the summary table to the report previously created: Monthly report.  
Once we have added all the blocks into the report template, it's time to generate the custom reports, explained here!
 

 

 

 

5. Adding a Cost object into a custom report

In this section, we are going to explain how to add a Cost object into a custom report. 
 

5.1 Add cost chart to a report template

  1. First of all, let's go to Analysis > Cost > and click on "add to report" button below our cost graph. 
  1. Then, it will appear a pop-up where we will have to indicate the custom template we want to add this new block and the corresponding interval.
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval will be plotted the block. It can be: fixed (if we want to show a specific interval of time), last day, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. For example, Monthly report

 

5.2 Add a summary table into a report template


As before, we can add a summary table into our custom report template of the selected device broken down by periods. 

In the following example, we will add a summary table of the main load where is indicated the consumption and cost by periods regarding the associated contract. 


 
  • Block name: write a distinctive name for the new block
  • Interval: indicate the interval will be plotted the block. It can be: fixed (if we want to show a specific interval of time), last day, so far this week, last 7 days, so far this month, last 28 days, last month, so far this year, last 12 months, etc.
  • Compare with: period to compare with. We can choose between the previous period, same period last year or any period. 
  • Order table by: order the table by one of the columns of the table. We can sort ascending or descending. 
  • Own templates: here we have to select the template where we are going to add the new block. If we haven't created any template yet, we must select "Create a new report template" and write the template name on "New template name" field. In that example, we are going to add the summary table to the report previously created: Monthly report.  
Once we have added all the blocks into the report template, it's time to generate the custom reports, explained here!
 
 

 

 

 

 

6. Create a report configuration

Once we have created our custom report templates and we have added all the blocks we need, it's time to generate a "configuration" in order to create the reports in HTML, pdf, Excel or CSV in an automatic way. 

For that, we go to the "Reports" menu and we click on "New report". Then, we select the custom template and we click on Next. 


Then, we should indicate the basic information of the reports and its configuration. Here, we will be able to automatize the reports generation according to the report trigger desired.
 
  • Title: distinctive name of the report
  • Language: desired language which the reports will be generated
  • Logo: logo selection (if we have one) which will appear on the reports' header
  • Show titles: option which allows showing or not the title of the blocks
  • Users allowed to this report: users who can visualize this report
  • Send by email?: users who will receive the custom report by email
  • Raw data export: option to generate an Excel or CSV file with the raw data and the graphs of your report.
  • Report trigger: it can be unique, monthly or weekly. We can also select the day of the month or the week that the reports are going to be sent. That could be useful if we are not monitoring in real time and we want to schedule a specific time
  • Blocks: is listed all the blocks added previously to this report template. Here we can edit or add more devices for each block.   

We save the desired configuration, and the reports will be generated automatically. The custom reports will be generated in HTML and we can download them on pdf. The report can also be downloaded in Excel and CSV formats as long as this option was pre-selected in the configuration menu.
 

 

 

 

7. Use a custom logo on reports

Follow these steps to configure and use different logos in your DEXCell Energy Manager reports. 

  
1) Request an activation code to partners@dexma.com

Send an e-mail to partners@dexma.com asking for an activation code as you will be requested for it in the next step. The DEXMA operations department will reply you with your activation code. 
- Platinum partners can have as many logos as you want at no extra charge.
- Gold partners have up to 5 logos at no extra charge. 
- Silver and rest of partners have no logos included in the partner agreement.  
- Branding service includes a logo slot by default

Extra logo charge is 150€ one shot, and you can use it as many times you like.
 

 
2) Upload a logo

- First Log in to DEXCell Energy Manager with your SuperAdmin account. 
- Once in the platform, go to your "Account settings"

- Click on the "Logo" option on the left hand menu



- Upload your logo. We recommend uploading a jpeg format with 150x50px
- Select if this is going to be a Customer Logo or a Partner Logo
- Fill the activation logo code field with the code provided by partners@dexma.com
- Save the form and your logo will be ready to get used


 
3) Set a default logo in a specific account

- If you would like to always use the same logo in a specific account, you just need to configure it as the "Reports logo".
- Log in as SuperAdmin and click on "Account Management".
- Edit the account where you want to preset the logo.
- In the form, select the preset logo from the logo dropdown.
- Save the form. You're done!

 
4) Use a logo when creating a report

- Now the easy part ;) When creating / editing a new report, select the desired logo from the Logo dropdown available. That's it!


 

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