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There are five categories of templates available: Site Efficiency
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, Colocation
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, Generators
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, Solar
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Storage
A variety of report types will be available in the templates bank, such as: Summary, Detailed, etc, Storage.
Each template contains a summary of all the benefits and advantages. Hovering over each template will reveal additional information.
In each report, there are default parameters, including aggregation and time range. It is recommend using these defaults.
In addition, each template will indicate whether it is a dashboard or a report and what type of report it is
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Templates Usage
Follow these steps to use the report templates:
Find the relevant category of reports among the five categories. Use the search bar or scroll through the different templates.
Select the template you wish to use. There will be an automatic transfer of all fields from the report to the "Selected Fields" location.
You are now able to make your own changes and adjustments as needed.
Select the relevant units from the organization tree for which you wish to run the report.
It is recommend to use the default aggregation and time range.
Run the report or save it for later use.
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