Reporting Basic

This video focuses on the basic features of the reporting module.

Presented by Mark Amberman

Report E-Mail Batches

Describes Report E-Mail Batch Setup for EnergyCAP Enterprise Release 6. Includes discussion of Batch creation, Distribution List creation, the Email Wizard, report filter and output options, e-mail import format, and report task configuration.

Presented by Barry Kroeker

EnergyCAP Reports

Discusses EnergyCAP installed reports and reporting options. Includes overview of report generation, report types, report batches. Explains how to use and save report filter options, and how to share report information with others. Multiple reports are examined, and stakeholder groups for each are identified.

Presented by Barry Kroeker

Report Filters

Discusses the use of report filters to limit report data. Includes examples from several reports and filter options. Parameters covered: date filters, place filters, various operators.

Presented by Christian Smith

Installing Reports from a Local Drive

Presented by Christian Smith

Installing Reports from a Shared Network Folder

Presented by Christian Smith