Report Settings: Meter Report

You have the option to customize any report in FMAudit Central.

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

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, and later recall of the report settings without the need to adjust a date range.

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.

Selected Columns & Sort Order:
By moving descriptors within the Available Columns to the Selected Columns window and vice versa, you can customize the information and order of significance of the columns displayed in your report.

Selected Fields & Sort Order:
By moving descriptors within the Available Fields to the Selected Fields window and vice versa, you can customize the information and order of significance of the fields displayed in your report.

Additional Options:
You may also choose to enable up to 3 additional options:

1)	Filename Format:	the default filename format for the report. Available options are: MetersReport_<Date/Time>.xls MetersReport_<Account Name>.xls MetersReport_<Customer #>.xls

2)	Include Header:	when selected, a header section is included in the report file. The header includes such information as: The date/time the report was created Client Name Client Contact Information Site/Site Code Meter Analysis Period Report Summary

3)	Selected Fields As Columns:	when selected, all of the Selected Fields for a device are reported as columns. when deselected, each of the Selected Fields for each device are reported as a row.

Save Settings:
The selected report options and field/column selections can be conveniently saved to the database allowing you to quickly restore the selections at a later date. The saved layouts are available globally to all who have permission to create the report.

To save a layout simply provide a New Layout Name and click the Save button.

To restore a layout simply select the desired layout from the Use Layout dropdown and click the Restore button.

To delete a layout, simply select the layout from the Use Layout dropdown and click the Delete button.

View Report:
To create the report, click the Generate Report button. The status of the report creation is displayed at the bottom of the page. Once the report has been successfully created a download link is provided at the bottom of the page to download the report results in Excel format.