Marketing Reports are pre configured reports that can be set up with a tag data value of your choice. The default setting is Gas Previous Day Flow. This section covers two types of marketing reports:
- Group Marketing Report/System Balance Report
- Device Marketing Report
Group Marketing Report/System Balance Report
The Marketing Report at the group level enables you to view Previous Day Flow for any group of devices. You have the ability to view other values (i.e. PDFlow MMBTu) as a Marketing Report but you must contact eLynx Support to get this enabled on your Marketing Report as a drop down option. If you have enabled this group as a System Balance Group you can view this report here as well. To enable your group as a System Balance Group see Customizing the Group Hierarchy and go to the System Balance: Enabling System Balance for a Groupsection.
To view a group Marketing Report/System Balance Report, you must currently be viewing any group pages associated with that group:
Select the group you would like to view a Marketing Report/System Balance Report for from the Group Hierarchy on the left side menu. Once on the Summary/Site Listing, click Group Marketing Report from the left side menu.
The Group Marketing Report will display, as seen below:
Note: The depiction below shows a Group Marketing Report with System Balance enabled.
Month/Year of Report
There are a few options when selecting the values you would like to view in either report:
- Month/Year of Report
- Tag Values Displayed in Report
- Sort Dates
- Decimal Places Displayed
Month/Year of Report
To change the Month and/or Year of your report follow the steps below:
- From the toolbar, click the calendar icon to change the month/year.
- Click 'Run Report' to see the selected date and/or year display for your report.
Tag Values Displayed in Report
To change the Tag Value displayed in your report follow the steps below:
- From the toolbar, click the drop-down menu for 'Report Tag' and select the tag value that you would like your report to display.
- NOTE: If you don't see the tag values you want displayed in the Marketing Report (i.e. PDFlow MMBTu) please contact eLynx Support to get other values added for your view.
2. Click 'Run Report' to see the selected tag value display for your report.
To change how the dates are sorted in your report, go to User Profile & Settings and select the Settings tab.
Under Marketing Report Preferences, you can choose the sort order of the dates.
Device Marketing Report
The Device Marketing Report enables you to view Previous Day Flow for any device. You have the ability to view other values (i.e. PDFlow MMBTu) as a Marketing Report but you must contact eLynx Support to get this enabled on your Marketing Report as a dropdown option.
To view a device Marketing Report, click on the 'Device Marketing Report' icon from the Summary Listing page for the device you want to view a Marketing Report for.
Note: You can enable your Shortcut icons in your User Profile & Settings.
You can also access a Device Marketing Report from the Device Details page by clicking on 'Device Marketing Report' from the left side menu.
You can view previous months/years Previous Day Flow as well as different tag values that have already been configured for your Marketing Report by using the dropdown menus at the top of the Marketing Report. This data is exportable to excel.