Description

Filters are a powerful tool for creating numerous variations of any available report. If filters are not properly set for a report, the report will return unnecessary or unhelpful data. For this reason, it is important to use report filter options for most EnergyCAP reports.

This topic will...

 Prerequisites

Step-by-Step

  1. Select Reports from the Main Menu. A list of all reports divided into folders by category will appear on the left.
  2. Select the folder for the desired report category. All available reports for the selected category will appear on the right.
  3. Select/highlight the desired report from the list. A report sample image will appear on the right, along with a report description.
  4. After reviewing the report image/description, click Continue. A list of Current Filters and Additional Filters will appear.
  5. Make all necessary filter changes. 
  6. Repeat Step 5, adding and removing filters as necessary, until the filter configuration is satisfactory.
  7. Click "Run Report". The format options for export are:

    The reports run in Excel, CSV, and Word formats will be saved as files in the respective format. Those in PDF format will appear in a new tab in your web browser.

Rules & Restrictions

Additional Information

Q: What are the filters highlighted by the green font color?
A: The green font is user to distinctly mark the filters that are recommended for that report by EnergyCAP. These filters are recommended for two reasons: Either it was determined that the report will provide more meaningful data if the recommended filters are used OR two filters are mutually exclusive and one is suggested. i.e. Topmost Place Name vs. Topmost Place Code.


Q: What is an Operator?
A: An Operator is a parameter that helps define a filter. The following operators are used:

Equals

Only data matching the input filter Value will be included in the report.

Not Equals

Only data not matching the input filter Value will be included in the report.

Less than

Only data with a value less than the input filter Value will be included in the report.

Between

Only data between the input filter Values will be included in the report.

One of

Only data matching the selected input filter Value(s) will be included in the report. Click to select from available values. Shift-Click to select a range.

Greater than

Only data greater than the input filter Value will be included in the report.

Less than equal

Only data less than or equal to the input filter Value will be included in the report.

Greater than equal

Only data greater than or equal to the input filter Value will be included in the report.

Like

Only data including the the input filter Value will be included in the report.

Not like

Only data not including the input filter Value will be included in the report.

Not one of

Only data not matching the selected input filter Value(s) will be included in the report. Click to select from available values. Shift-Click to select a range.

Not Between

Only data not between the input filter Values will be included in the report.

Q: Is there a filter I can use to see only our internal bills? We use EnergyCAP for our campus chargebacks.
A: The "Bill is From a Vendor" filter is a ubiquitous filter in EnergyCAP reports. Although the default setting for this filter is "Yes" (including all bills from your external vendors), you can change this filter to "No" (or remove it) to view chargeback bills you are generating internally: