EDIFICE Inquiry - Executive Reporting View Prompts

Running Reports

Report List

To see only your reports or see all reports, select the desired list from the drop-down list.

To open a report, double-click the report name listed in the report list.  

Or, click to highlight the report in the list and then, click View Report . 

Tip:  To search for a report, enter the report title or description in the search term box.  For more details, see the Finding a Report Step below.

Report Options

The report opens in a view and the report options display.  Below is an example.

Notes:  

• If the report starts processing and the options do not display, Hide Report Options is set.  The saved options are used to generate the report.

• If the report is set to locked, you can not change the options.  However, you can create another version of the report and then change the options.  

Report Type - Book Options

To limit the information on the report, set the desired report options by clicking the choices from the appropriate drop-down lists.

Date Ranges

To select a pre-determined date range to report, click a choice in the drop-down list.  The date range choices are relative based on today's date.  

Or, to enter a custom date range, select custom date range.  The date prompt displays as seen here, which you can use to enter the beginning and ending dates.

To specify how the report should be presented, click a choice in the drop-down list.

Choices are:  

• Table - Displays in a grid format.  

• Graph - Displays in a pie chart or column graph.

• Both - Displays the report in both a table and graph presentation.

Note:  Right-click functions include print and export functions, which are explained in the Printing & Exporting Report information Step.

To start the report, click Run.

Note:  After the report begins, it will process in the background.  You are free to do other work.

Finding a Report

To limit the report list to only your reports, click My Reports from the drop-down list.

To view all reports, click All Reports from the drop-down list.  See a reports list example below.

Sorting Report List

To sort the report list by report title, click the title column heading.  

Or, to sort the report list by the report description column, click the description column heading.

Tip:  To sort in reverse order, click again to sort from Z-A.

Searching for Report

To search for a report, enter a search term in the search field. For example, to see variance reports, enter variance.  You can enter multiple search words by entering a space or comma between the words.

As you enter the search text the report list is limited to reports with titles or descriptions that include the search term as shown in the example below.

Printing & Exporting Reports

A report that is displayed in a table format has right-click options for previewing, printing, exporting and saving the report information.  These functions can be handy for further manipulating or formatting information or sending copies to coworkers.  

A report displayed in the graph presentation format has right-click options for saving as a PDF or as an image as well as printing.  The graph title and description are included on the graph and when saving an image.

Right-click Options

Right-grid options:

• - To expand all rows in the grid, click Expand All.

• - To collapse all rows in the grid, click Collapse All.

• - To copy the information highlighted in the selected rows, click Copy.

• - To begin printing the displayed information, click Print.  The Print dialog opens.

• - Or, to print to the Print Preview window, click Print Preview.

•  -To create a Microsoft Excel spreadsheet from the displayed information, click Save as Excel.  This can be handy if you want to further manipulate the report data.  Then, follow the normal Windows® save procedure listed below.

• - To create a PDF document from the displayed information, click Save as PDF.  Then, follow the normal Windows® save procedure listed below.

• - To create a Microsoft Word document from the displayed information, click Save as Word.  This can be handy if you want to change the heading or print the report on letterhead.  Then, follow the normal Windows® save procedure listed below.

The Windows Save As steps:

• At the Save In field, navigate to the desired location.

• At the File Name field, enter a file name.

• The Save as Type is set based on the Save as selected:

• Excel document to save as an Excel file.

• PDF to save as a PDF document.

• Word Document to save as a Word document.

• Click Save .

Creating & Managing Reports

Note:  To edit a report, click View Report to open the report.  Then, follow the steps starting with Report Options.

To create a report, click Create New Report.

Then, select the type of report from the Reports drop-down list.

Report Types:

• Customer Rank - Reports customer rank by usage, bill amount, payments or F/C.

• Customer Variance - Reports customer variances by usage, bill amount or payments

• Customer Group - Reports customers grouped by service, book, rate class, meter or pressure zone

Report Options

The report opens in a new view and the report options display.  Below is an example.

Title

A default title displays based on the type of report selected.  You must edit the title to be a unique name for the report.  

Description

Enter a description for the report.  The description can be used during the search.

Report Type - Book Options

To limit the report information, set the desired report options by clicking the appropriate choices in the drop-down lists.

Post Date Ranges

To select a pre-determined time period to report, click a choice in the drop-down list.  The time period choices are relative based on today's date.  

Or, to enter a custom date range, select custom date range.  The date prompt displays as seen here, which you can use to enter the beginning and ending dates.

Hide Location Detail Rows

The customer rank, customer variance and customer group reports can report location details for customers with multiple locations.  If a customer has several locations the text Multiple locations displays in the location column.  To see details for each location, click the Plus .  

To hide the details when there are multiple locations, check the Hide Location Detail Rows.  Hiding the location detail lines will make exporting of the report cleaner.

To specify the presentation of the report data both for viewing on the screen and printing, click a choice in the drop-down list.

Choices are:  

• Table - Displays in a grid format.  This format offers export functions.

• Graph - Displays in a pie chart or column graph.  This format offers export functions.

• Both - Displays the report in both a table and graph presentation.

Note:  Print and export functions are available.  For directions, see the Printing & Exporting Information Step.

To use the saved options each time the report is run, click Hide Report Options.  The report will automatically start processing when run report is selected and the options will not display.

To enter or change the options each time the report is run, click until Show Report Options displays.  This allows you to edit the options each time the report is run.

To save the report, click Save.  The report is saved as a report for your user.  The following prompt displays when the report is saved.

To save changes to a report, the following prompt displays:

To save the changes, click Yes.  To omit the changes, click No.

Notes:

• Each time you run the report, you can edit the options if the report is not locked.

• Or, you can set the options to run based on date options that are relative to today's date.  Then, you can set the Hide Report Options to make the report automatically run each time it is opened.

To prevent the report from being changed including the options, click Lock.  

To unlock a report, click Unlock .

Note:  You cannot lock nor unlock a report created by another user.

Removing a Report

To remove a report from the report list, click to highlight the report and then click Remove.

Note:  A report can only be removed by the user who created the report.

The following prompt displays:

To remove the report, click Yes .  After clicking yes, the report is removed from the list.

Or, to save the report, click No .

To start the report, click Run.

Note:  After the report begins, it will process in the background.  You are free to do other work.

Scheduling a Report to Run

BUSA reports in Executive Reporting can be scheduled to run at regular intervals of your choosing.  Once scheduled, the report will automatically run at the assigned interval.

A BUSA report can only have 1 schedule.  If you want multiple schedules for a report, you can make a copy of the report and set up a new schedule for the report copy.

To schedule a report to run:

1.  Click to highlight the desired BUSA report in the list.

2.  Click Schedule .  The following screen displays.

Next Run Date

Today's date displays but you can change it by entering a date or clicking the drop-down arrow and selecting a date from the date picker.

When a scheduled report is run, the next run date is updated with the date of the next interval.  

Next Run Time

Enter the time that you want the report to run.  The report will be run at the selected time on the selected frequency.

Frequency

To select the frequency the report should be scheduled to run, click a choice from the drop-down list.  
Frequencies are:  Hourly, Daily, Weekly, Quarterly and Yearly.

Export Path

Click Browse to select the destination for the exported report.  When the report is run, a copy is saved to the export path specified and is assigned a name with the format of query report description and a date/time stamp.

Enabled

To enable the report to run on the schedule specified, check this box.

Save

To save the schedule settings for the report, click Save.  

Then, click Close.

Creating a Dashboard

A report in Executive Reporting becomes a view when you click View Report and the view can be saved to a layout, if desired.  This timesaving feature allows you to integrate information into your workflow as well as allow you to access multiple reports without opening Executive Reporting.

In addition, information in a report can be interactive.  For example, if the Customer view is open and you double-click a customer listed in the Executive Reporting report, the customer will load into the Customer view.

A report can be saved as a separate layout or as part of an existing layout as seen below.

Executive Reporting Report Integrated in a Layout Example: