Type a title for the report in the text box.

1. Click Select Load Measurement to open the Source Selector.

2. The Source Selector dialog provides options to show Devices or Views:

   1. Use the Devices option to select the devices you want to include in the report.
   2. Use the Views option to select a hierarchy view (a tree of relationships) or virtual meters.

      The hierarchy views and virtual meters are configured in the Hierarchy Manager component. (See the Hierarchy Manager Help for further information about hierarchies, virtual meters, and views.) Click + and - to expand and collapse items in the tree. Click the hierarchy item in the tree or any virtual meter to select it.

   3. Click OK after making your selections.
3. Under Measurements:
   1. Click Select Measurement to open the Measurement Selector.
   2. Choose the measurement you want to use and then click OK.
   3. Enter a value for Multiplier if required.
   4. (Optional) Click + and select another measurement.
   5. Click OK.

Type a label to describe the measurements selected in Energy Measurements.

Use this label to aggregate disparate units into a common measurement unit.

For example, for Gas (GJ) and Electricity (kWh) values you could define the Energy Label as 'BTU'.

Use state measurement to select a piece of equipment with state values.

1. Click Select Source to open the Source Selector dialog.
2. Select the source and then click OK.
3. Click Select Measurement to open the Measurement Selector dialog.
4. Select the equipment state measurement and then click OK.

   Depending on how your state measurements are configured, the equipment state measurement could be grouped under "Miscellaneous" or "Custom".

Use state labels to add labels to equipment state codes. For example: value = 1, state = maintenance.

NOTE: State labels are related to the state measurements in the Power Monitoring Expert database.

For each state that you want to include in the report:

1. In the Value field, enter a state value.
2. In the State field, enter the value's corresponding state. For example, if the state with a value of 3 = medium, enter 'medium'.
3. (Optional) Click + and then repeat steps 1 and 2 to add a state label for each state that you want to include in the report.
4. (Optional) Click - to delete a state label.

NOTE: If you do not add state labels for every source state, and you set Include Data Notification to Yes, the generated report will include error warnings indicating that equipment states are unaccounted for in the State Label mapping.

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 the aggregation time interval for the reporting data.

NOTE: This note is applicable for KPI report. For the selection of Hourly, Daily, Weekly, or Yearly value for Rollup parameter, the measurement values are always aggregated for the selected measurements based on the interval values. For non-cumulative measurements, it is recommended to select Interval value. For example, if Mean Current measurement is selected and the Rollup is set to Interval, the Mean Current measurements for the selected interval is displayed. If Rollup is set to Hourly, the Mean Current measurement values are displayed as aggregated values and not average values.

NOTE: Interval Rollup is available only for the following reports: KPI reports, Measurement aggregation export report, Measurement aggregation report and Multiple trend report.

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.

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

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