Create professional energy reports from ready-made templates, build your own layouts, and automate recurring reports for your buildings.
This article explains how to:
Introduction
Open New Reports within the Analysis section. The actions and tabs available to you depend on your user role. You need permission to create reports, edit templates or manage automations to follow the corresponding steps below. If an option is missing, contact your account administrator.
Reports uses three related concepts:
| Concept | What it does |
|---|---|
| Report template | A reusable layout containing Analytics, Financials and text/image blocks, plus your page settings. |
| Report instance | A report created from a template for a particular location, period and language. This is what you view, share and download as a PDF. |
| Automation | A schedule that creates report instances from a template and can notify recipients by email. |
You do not need to build a template yourself to create a report. You can use a platform template or a template shared with you within your account.
Permissions by user role
Your user role determines which actions you can perform in Reports. The table below shows the current permissions.
| User role | View reports | Create templates and reports for yourself | Share templates | Publish reports for other users | Create automations |
|---|---|---|---|---|---|
| Superadmin | Yes | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | Yes | Yes |
| Manager | Yes | Yes | No | No | Yes |
| Client | Yes | No | No | No | No |
| Demo | Yes | Yes | Yes | Yes | Yes |
| Utility client | No | No | No | No | No |
| Minimal | No | No | No | No | No |
| Dashboards | No | No | No | No | No |
Current rollout restrictions: Client users can see already created report instances, but cannot create them.
A "Yes" means the role permits the action; it does not automatically give access to every report, template or location. Access to individual resources also depends on their sharing settings and your data permissions. Superadmins can additionally view report templates created by other users in the account.
For shared templates, Can view allows an eligible user to use the template to create reports, while Can edit also allows changes to the template. Receiving a published report does not require access to its source template.
Receiving reports by email
All eight roles can receive report emails and view reports through the links in those emails, including Client, Utility client, Minimal and Dashboards users who cannot currently access the Reports section.
Recipients must be existing users in the account and be selected for email delivery. They can open the emailed report link without logging in and download a PDF. Receiving a link does not grant permission to create reports, edit templates or manage automations.
Existing template vs new template
Use an existing template when you want a ready-made report: select the template, choose your location and reporting period, and publish it.
Create a new template when you need to define your own content and layout, combining analysis widgets, text, and Business Insights.
Follow the step-by-step instructions in “Create a report from an existing template” or “Create a new report from your own template,” depending on your needs.
Need help?
If you cannot find an option, first check with your account administrator that your role permits the action. If a report or Financial is empty, check the selected location and dates, the availability of the underlying readings or Financials information, and your access to that data.
For further assistance, contact our support team. Include the report or template name, the affected location and period, and whether the problem occurs in the browser, the downloaded PDF or email delivery.