Custom report
Use the following procedure to configure a task template:
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Go to System Operations > Task Management > Task Templates.
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Use the dropdown menu to select the Task Type and Task Template. (Click Add to create a new task template. For more information, see Adding task templates.)
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Configure the Task specific parameters. These parameters are defined after step 5 of this procedure.
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Configure the Common task template parameters. For more information, see Task template parameters.
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Click Save.
Task specific parameters:
Custom Report
Report Name
Defines the name of the report or you can select previously named reports from the dropdown list.
Entity Selection
Entity Type
Defines the entity that IEE builds the export file or report around. Entity type supports all main configuration entities. The valid values are as follows:
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service point
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account
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meter
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data routing program
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monitoring data program
In a task template, select the entity type from the dropdown menu and click Search to find the specific ID. Click the appropriate row in the search results and click OK to add the ID to the task template.
Service Point ID
Service Point for which a baseline must be generated. Enter a valid Service Point ID. The LDA ETL task supports only a single Service Point ID per task.
Select Time Span
Time Period
Defines the time span of the data to include in the task for exports, reports, and other tasks. Some common time periods include: Today, Yesterday, Month, Month to Date, Week, Week to Date, Year, and Year to Date.
Start Date
Defines the first day from which to include data in the task.
Tip: Defines the date to start the baseline calculation. Use this parameter to indicate how far back your baseline is needed. Typically, this is the first day of operation or recovery period. If this value is not properly set, it may default to the beginning of time, and Like Days may calculate as far back as historic data is available. This will overwhelm the LikeDayAlgorithmDate table and lead to slower processing.
End Date
Defines the last day from which to include data in the task. To include the full 24 hours of the last day, the task will be scheduled with an adjusted End Date (that is, adding one day to the End Date entered in the task parameter).
Time Zone
Defines the time zone that corresponds to the time period and start/end dates you select in the task template.
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For Rate Event Report, the time zone format is PacificUS, PacificUSNoDst, and EasternUS.
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For TOU Schedules, the IDs cannot start with a numeric character. For example, "400_TOUSchedule" is not a valid ID. Instead, name the ID "TOUSchedule_400".
Optional Parameters
Optional Parameter 1
Optional Parameter 2
Optional Parameter 3
Custom Report Credentials
Username
Enter a string containing the user name.
Password
Defines the password for the designated user name. Enter the password here. For additional password information, view the
Password policy.
Filter by Validation Status
Filter by Validation Status
Defines the validation statuses to include in export data. Select the check boxes to limit the exported data to only those values with particular validation statuses. IEE includes three validation slots, and you can define validation statuses for each slot. Clear the check box to export all validation statuses.
Output
Send Data To
Defines where to send the report. You can output the report as a file on the computer or network, to a disk, or send the report directly to a printer.
Export File Type
Determines the output format for the export file. Use the dropdown list to select the output format for the report if you are sending this export to disk.
Export Directory
Defines the path where to write the export files. Where applicable, click Search to navigate to the appropriate directory.
Export File Name
Defines the export file name. You can enter a unique file name or accept the default. This parameter supports the standard IEE macros.
If you specify a directory that does not exist, IEE creates the directory when the profile is saved. Also, if you do not specify an Export File Name, IEE automatically generates a file name.