Type a title for the report in the text box.

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

Use the Devices option to select the devices you want to include in the report.

From the Grouping list, select the way in which you want to display the sources (for example by device type or by group name). 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.

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 check box beside any hierarchy item in the tree or any virtual meter to select it.

Click OK after making your selections.

Smart Mode is enabled in the Measurement Selector when you select the Views radio button in the Source Selector, which then lets you select a hierarchy view or a virtual meter for your source parameter.

When you open the Measurement Selector, Smart Mode lists general measurement names by default. A Detailed Mode option is also available for the measurements.

Smart Mode provides a general measurement name for you to select. The measurement is based on a subset derived from all of the available measurements in the particular measurement category. The underlying operation selects an applicable measurement for each device to produce equivalent results for reporting purposes.

The following image illustrates how measurements in Smart Mode are determined and applied from the priority list of measurements. The priority list contains measurements that usually provide equivalent results for the measurement selected in Smart Mode.

For example, for each device included in a hierarchy view or in a virtual meter, the report starts with the Real Energy measurement in the priority list. If data for that measurement exists, then it is used in the report. If data does not exist for the Real Energy measurement, then the report goes to the Real Energy Total measurement in the list. If data exists for that measurement, then it is used. The report continues to progress through the priority list to select a measurement that pertains to each device associated with a hierarchy view or a virtual meter.

 

 

You can select Detailed to change to the detailed selection mode. This mode allows you to select from a full list of measurements.

Smart Mode	Detailed Mode

 

The Measurement Selector provides a full list of measurements when you select the Devices radio button in the Source Selector.

Click + and - to expand and collapse items in the navigation tree. For reports where you can select multiple measurements, click the check box beside a measurement (or group of measurements) to select it. For reports where you can only select a single measurement, click the measurement name to select it.

After selecting the measurements, click OK.

Enter a value for the rated capacity of the equipment, based on the selected measurement. For example, if you selected an Active Power measurement (kW), enter the rated kW capacity. The default value is 1000.

Enter a multiplier, in %, to apply to the load measurements. For example, a demand adjustment of 125% applied to a load measurement of 100 kW, results in an adjusted load measurement of 125 kW. The default value is 125.

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