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How To Use the Reports Module

Updated over 2 weeks ago

Introduction

The Reports module allows you to consolidate monthly data into reports that can be generated either on request or scheduled for a future date. You can also keep track of all past and future reports, redownload them, or modify scheduled reports.

Farsight® lets you generate reports for:

  • Efficiency

  • Executive Portfolio

  • Faults and Maintenance

Steps

  1. Open the Reports Module to go to the Reports view page

  2. Here you can view the status of existing reports: Completed, Processing, Warning, and Scheduled

  3. You can use the search bar to search for existing reports by name

  4. Click on the New Report button to generate a new report

  5. Here you can view a list of existing reports in a paginated table:

    • The table headers provide information such as report name, type, assets, creation date, report period, and status.

    • In the actions column, you can quickly export your reports in either Excel, PDF, or click to view the individual report. PDF and preview are supported only for the Faults and Maintenance report type, while Excel is supported for all report types

  6. The Scheduled Reports tab shows a table with all scheduled reports. The Templates tab shows a table with all custom report templates

    The table headers provide information such as:

    • Report Type

    • Assets

    • Scheduled period date

    • Report period

    • The actions column provides edit and delete functionality for individual reports

    • The pencil icon is used to edit a scheduled report, and the trash can icon is used to delete a scheduled report

Reports Statuses

All reports have a corresponding status, depending on how they were generated. All new reports have the initial status set as Processing.
The next status of a report, which was successfully generated, is Completed. If there were issues when generating the report due to missing information or partial information, then the report will be set to status Completed – Warning. If the report cannot be generated, then the report status is set as Failed.

Any report that is set to be generated at a later date is marked as Scheduled and can be viewed, edited, and deleted in the Scheduled Reports list.

Edit Scheduled Reports

Click on the pencil icon next to a scheduled report to update it.

  1. You can verify the type of report that is generated. If the report type cannot be changed, it is because it might rely on specific data, such as Energy Price

  2. You can change the optional Report Name

  3. Modify the repeat interval. You can either remove it, or you can schedule the report to run on a different repeat cycle

  4. Modify the scheduled date and time for the report generation

  5. Keep the repeat schedule indefinitely or specify an end date

  6. Change the email recipients for the report

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