Type a title for the report in the text box.

Use this input to select the devices you want to include in the report.

Click Select Sources to open the Source Selector dialog. From the Grouping list, select the way in which you want to display the sources (for example by device type, by group name, and so on). Click + and - to expand and collapse items in the navigation tree. Click the check box beside a device (or group of devices) to select it. Click Select All or Select None in the top-right corner to select or clear all the check boxes.

After selecting the devices, click OK.

This input determines whether the report is calculated using demand or power measurements. Select either Demand or Power from the dropdown list.

Use this input to select the timeframe for the data you want to view in the report.

Select the reporting period from the dropdown list. The timeframe options in the timeframe dropdown are relative to the date the report is run. To run a report that starts and ends in the past, select the fixed date option. Type a start and end date in the date boxes or click the arrows beside the dates to display a pop-up calendar and select a date. Type a time in the time boxes or click the up and down arrows beside the time to adjust the hours or minutes up or down. You can also run a report that starts and ends in the future. You must manually add the future data. You can use any tool to generate future data. For example, use Manual Data Editor to manually enter measurement data.

Select the timezone you want to view timestamps in.

Select whether or not to show the data table in the generated report. The default is No.

Select whether or not to scale the chart normally. Selecting No, sets the starting point of the Y-axis at zero. The default is Yes.

Enter a value for the location of the target line in the kW chart in the generated report. The default is 0.

Enter a value for the location of the target line in the kvar chart in the generated report. The default is 0.

Enter a value for the location of the target line in the kVA chart in the generated report. The default is 0.

Select an option for the format of the label describing the source. The options are Source Name, Source Description, and Combined Name/Description.

NOTE: The source description is the description that was entered in Management Console or Device Manager for a source, when the source was added or edited.

Click Yes to include data warnings in the report. If there are none, the section is not included. Click No to exclude this section.