The Instant Reporting screen allows users to run Greenhouse gas, Energy Use, EU Energy Efficiency Directive, UK CRC Scheme, Usage and Cost, and Corporate Social Responsibility specific reports. Users can also save a customised report template for future list by themselves or other users.
Step 1: Navigate to the Instant Reports screen by clicking on “Reports” menu icon at the top of the screen and selecting Instant Reporting from the drop down as shown below.
Step 2: Once on the Instant Reports screen select the organisational entity/business entity/buildings you wish to run the report for. This ensures only the chosen entities data will be in the generated reports.Using the the tree view (A) on the left of the screen, place a tick beside the organisational entity/business entity/buildings you wish to run the report for. If you wish to run a report for the full company, place a tick beside the Top node. The tick/untick filter allows user to include/exclude individual buildings to define the content of the report. Users can also search for the building they wish to run the report for by inputting the Building Name into the search box provided (B). Users can also view the treeview (A) by Organisational View or by Geographic view (location) (C below) by selecting the tabs at the top of the Report Treeview.
Step 3: Next select the report you wish to generate. Select the category of report from Select a Report Type drop down (A) below. For example if you select Greenhouse Gas Emissions you will see only Green house gas specific reports in the Select A Report drop down menu.
Step 4: Next select the Report from the drop down menu (B below). If you are unsure which report to run contact our support team and they can provide guidance.
Step 5: The Select Configuration option allows users to choose from previously saved report templates. Users can save report templates by selecting a report, filters and date period and clicking save configuration. The user saves the report template under a specific name and provides a description. They can then choose to run that report with the save filters by selecting it from the Select Configuration menu. If you do not want to use a previously saved template leave the Select Configuration drop down at select one.
Step 6: Select the date you wish to run the report for as shown below.
Step 7: Users can also choose the type of information to display in the report by using the filters A below: Scope, B Below: Activity Type and C: Activity Input. These filters will change depending on the category of reports you have chosen for example it will show energy specific filters if you have chosen an energy report.These filters allow a user to filter the report to just display a certain scope, or a certain activity type for example Electricity only.
Step 8: Once all desired filters are applied, click on run report (D above). Within a few seconds, the required report is displayed on screen to the user.
Exporting a Report to Excel/PDF
Once the desired report is displayed on screen, click on export button at the top of the report and select the desired format to export to for example Excel, PDF or Word. Within seconds, a windows dialogue box will pop up asking to open or save the file. Click “save“ to save the report to your PC where it can be edited further.
For more information on Reports contact email@example.com