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Filtering Report

Reports gives you an extensive list of available reports. Each report has dozens of filter options, and can be viewed on screen, printed or exported to PDF or spreadsheet. Each time you run a report, the filter settings you use will be saved as the default settings for the next time you run the same report. Filter settings are stored separately for every user, so your report filters will never affect other users. To share your report filters, use Shared Reports.

 

UtilityTrac Plus reports offer dozens of available filters. Getting just the data you need is easy once you learn how to set the various filters.

 

 

  • Current Filters. These are the filters currently set for this report. To set a filter, click on it, set the Operator and Value, then Save. To remove the filter, click on it, then click Clear.
  • Additional Filters. Click on any item to add that filter to the report. The meaning of some filters may not be obvious.
  • Recommended filters. Green filters are recommended. In this example, it is recommended that you filter the report to (1) one or more Billing Period months (to not do so would cause all bills to be included), (2) one or more commodities (this particular report is best run for a single commodity at a time), and (3) to one Topmost Place node on the Buildings & Meters tree. See below for an explanation of Topmost Place. In this case, you can use either the Topmost Place Code or Topmost Place Name, but there is never a need to use both.
  • Operator. When you click on a filter, you can then set the Operator (Equals, Greater Than, Between, etc) and a Value.
  • Save. You must Save the filter before moving on to the next one.
  • Clear. Click Clear to remove a filter from the Current Filters list. Note: Green filters cannot be removed from the list, but clicking on Clear will remove the filter settings (in essence it sets that filter to "Allow All").

Topmost Place

A user can be allowed to access all data, or can be limited to a "topmost" node in the Buildings & Meters tree. "Topmost" means that the user can view everything that falls directly under that node, but cannot access anything else. The Topmost Place node can be a single building, or it can be an organizational node such as a department, agency, business unit, campus, etc.

 

Consider the illustration below:

  • User 1 has no Topmost Place restriction. He can access all departments, all buildings, all meters.
  • User 2 has Topmost Place set to General Services Dept. She can see the eight buildings that fall directly under General Services, and all of their meters, but nothing else.
  • User 3 has Topmost Place set to the Central Administration building. He can access its two water meters, electric meter, gas meter and oil meter, but nothing else.

 

 

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