Report Settings: GE Export

The Encompass Export is designed to make it very easy to export your account and audit history to an Excel spreadsheet that is ready to upload directly to GE Tool.

Account Selection:
Select the account you wish to query using the Select Account dropdown.  If you wish to include the child accounts within the same hierarchy, select this option by placing a check in the box.

Available Audits Date Range Selection:
The report will be generated based on the meter data available between the time period specified in the date selection dropdowns. Several Quick Date options exist, allowing you to make the selection process quicker.

The following Quick Date options are available:

  1) None: manually select the start and end dates through the Start Date and End Date dropdowns.
       
  2) Current Month: queries the meters of the current month.
       
  3) Last Month: queries the meters of the previous month.
       
  4) Last Year: queries the meters of the previous year.
       
  5) QTR 1-4: queries the meters of the respective quarters of the current year.

Audit Information Available:
Click the Check For Audits button to perform a quick query to determine whether audits exist for the selected account and date range.

Generate the export:

Pressing the Generate Report button will generate the report and allow you to download the resulted text file (e.g. GE_Export(1.4.2009-30.6.2009).txt), formatted for GE.

Copyright © 2009 FMAudit, LLC.  All Rights Reserved.