Creating an Filtered Merge Report




To create a new Filtered Merge Report you will complete two main tasks: (1) Creating/setting up a Layout and (2) Creating/setting up an Image. Generally, you will be adding new Filtered Merge Reports that are similar to reports you have previously setup. These instructions will assume you are creating a new Filtered Merge Report using a previously set up layout and image.
To create an Filtered Merge Report:

    PART I: Set up the Layout:
  1. Open the Filtered Merge Report application.
  2. Select the Layouts option
  3. In the Available Layouts list, select a layout that is setup similar to the one you want to use, and click the Add Icon.
    The Add Layout dialog box appears.
  4. In the New layout name box, enter a name for the layout.
  5. Select the Copy from Layout check box and click OK.
    The Edit Layout dialog box appears.
  6. Now you'll set up the layout. Options are provided on three tab dialog boxes:
    Configuration tab - The options on this tab enable you to specify the column information, the report format and the report data label.
      In order to create a Filtered Merge Data report the MERGE DATA and DATA TYPE FILTERING boxes must be selected.
    Columns tab - The options on this tab enable you to configure the report columns; including, the data to calculate and display in the
      columns, the column titles, and special symbols and database fields to display in columns. When creating a Filtered Merge Data
      report:
                 Member1 column will ALWAYS be kWh or kW demand, but never both. If a merge account has kWh data being recorded
                   on the first input and kW demand data recorded on another, the only data that will be calculated for the column will be the
                   kWh data along with any other kWh inputs for that account.
                 Member2 column can be any other available data types, kVA, kVAR, kQ, or kQh, but the column will be limited to only one
                   of these data types. If a merge account has kVA data being recorded on the first input and kVAR data recorded on another,
                   the only data that will be calculated for the column will be the kVA data along with any other kVA inputs for that account.
                 To calculate a Power Factor, there must be a Member1 column followed by a Member2 column. On the Data Tab for
                   the Power Factor column Variable 1 MUST reference, the Member1 column and Variable 2 MUST reference the Member2
                   column.
                 When setting up the merge account for this report the order of the inputs in the account does not matter since Member1
                       columns will filter out everything except kWh or kW demand and Member2 columns will filter out all kWh and kW demand
                       data.
    Header/Footer tab - The options on this tab enable you to configure an Electric report header and footer to display on each page of the report.
  7. When you have finished setting up the layout, click OK.
    The Electric Report main window appears.
    PART II: Set up the Image:
  1. Select the Images option
  2. In the Available Images list, select an image that is setup similar to the one you want to use, and click the Add Icon.
    The Add Image dialog box appears.
  3. In the New image name box, enter a name for the image.
  4. In the Use Layout box, click the arrow and select the layout you created in Part I.
  5. Select the Copy from image check box and click OK.
    The Edit Image dialog box appears.
  6. Now you'll set up the image. Options are provided on three tab dialog boxes:
    Where tab - The options on this tab enable you to specify: where the report is sent, the report format (file type and font), and the application to use when automatically opening a generated report.
    What tab - The options on this tab enable you to choose the Account or List on which to report.
    When tab - The options on this tab enable you specify the report period.
  7. Click Save.
    The report image is saved.
    The specified report period is not saved with the image. If you are going to Autoload the report, you will set up the report period
           in the Autoload Scheduler application.
  8. Do one of the following:
    Click Autoload to set up your report for an Autoload
    Click Print to immediately run the report.
    Click Close to exit the Edit Image dialog box.
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