In this article you will learn everything about Reports in the EMS Platform.
- Introduction: What is a Report?
- How to generate a report
- Types of Reports
- Tips and tricks
Introduction: What is a Report?
A report in the EMS Platform is the channel that compresses any kind of information available in the Platform into a PDF, Excel or CSV file, that can be accessed from the Platform and that can also be sent by email to any of the EMS users.
How to generate a report
To generate a report you have to follow these steps:
- Go to the Reports section.
- Click on New report.
- Select the report that you want to configure.
- Fill in the settings form to create the report based on the locations or devices that you desire.
- Click on "Save".
Types of reports
There are 3 different types of reports:
These are the PDF reports templates already pre-defined by the Platform. They are comprehensive and detailed reports to show overall consumption (e.g. including electricity, gas, water,...) and cost performance.
Here's the whole list:
- Basic Energy
- Cost and Energy
- HVAC Regression
- Measurement and Verification Projects summary
- Weekly Pro
- Electrical Bill simulation
- Water Bill simulation
- Gas Bill Simulation
- Thermal bill simulation
- Exported electricity bill simulation
The platform allows also to create custom report templates in an easy way.
Learn how to do it following the link:
These reports can be exported or sent as PDF, Excel or CSV files.
Apps as a report
In case you need a very specific report that you can't generate using the Custom Reports tool, the EMS Platform contains an open API that allows you to create any type of report on your own.
This kind of reports can be private or public and, in case you want them to be public to any other customer, they can have an associated cost or they can be for free.
Tips and tricks
How to download a report
To download a generated report, you just have to navigate in the left menu to the selected report, click on it, and:
- In case it's an existing template report:
Click on the pdf button at the right of the row.
- In case it's a custom report:
Click on the view button at the right of the row and select PDF, CSV or Excel (depending on what you have configured in the set up of the report.
How to delete a report
You can delete just a report or delete a configuration of a report.
Delete a single report
To delete a report, you just have to navigate to the configuration, select the reports you want to delete and click on Actions --> Delete
Delete a configuration
To delete a configuration, you just have to click on Delete configuration in the same screen:
No matter which report you want to generate, you can do it From now on or generate the report for the past: generate since a given date.