Filtering the summary view

Apply filters to the data export queue to control which requests are displayed and exported. Using filters is not required. You can use as few or as many of the filter properties as you want.

  1. Go to AMI > Monitoring > AMI Data Export.

  2. On the Summary View tab, click Filter.

  3. Define the filter properties. To activate any of the following filters, select the checkbox to enable the dropdown menu where appropriate.

    The filter dialog is divided into three panes.

    Date

    Specify the properties related to the request date:

    ClosedDate Type

    Defines the date category. The valid values are as follows:

    • Deadline

    • Exception

    • Exported

    • Reading Start

    • Reading End

    • Received

    ClosedRange Type

    • Select Day, Week, or Month for a defined date range.

    • Select Custom to enter start and end dates instead of a defined date range.

    ClosedDate Range

    Defines the possible range of dates. This field is dependent on the Date Type. This dropdown displays the last date ranges of the specified Date Type. For example:

    • If Range Type = Day, then Date Range contains dates for the last 30 days.

    • If Range Type = Week, then Date Range contains the dates for the last 6 weeks.

    • If Range Type = Month, then Date Range contains the dates for the last 3 months.

      Note: If the Date Type = Deadline, the Date Ranges increase toward the future rather than displaying the past Date Ranges.

    ClosedStart Date

    Defines the start of the reading time range. Select a value from the dropdown list. Values displayed in the Start Date field depend on the selected value in the Range Type field.

    ClosedEnd Date

    Defines the end of the reading time range.

    Select a value from the dropdown list. Values displayed in the End Date field depend on the selected value in the Range Type field.

    ClosedRequest Status

    Select one or more request status checkboxes to view export requests in that status.

    ClosedAdditional Filters

    This pane provides additional ways to filter the export requests on the Summary View.

    ClosedRequest ID

    The ID that IEE assigns to the export request.

    ClosedRequesting System

    Defines the external system that is making the request. External systems must be configured in the External System code table in the System Administration workbench to appear here. For more information about how to configure the External System code table, see External system table.

    Do not use the default task template. For every task type, create at least one task template for each external system, even if all of the parameters are the same. For example, if you have two external systems receiving data from the AMI Billing Export task type, create a separate task template for each external system.

    ClosedExport Template

    Defines the export task template employed for the export. For more information about task templates, see Task templates. The task templates you create are based off of one of the following AMI Data Export task types:

    ClosedSchedule

    If the source of the request is Schedule, the ClosedSchedule ID is displayed. You can also filter the displayed requests by a specific schedule. Select a schedule from the dropdown list.

    Defines the unique schedule ID. When you create a schedule, you assign a unique ID. Schedules start all tasks simultaneously, not sequentially. Tasks that don't require data can start right away; other tasks might first interrogate the database, discover a lack of required data, and wait until that data arrives before running.

    ClosedConfiguration Group

    Defines the configuration group name and type. The request may include all entities in a specified configuration group. Entities can be grouped based on their configuration properties for easier processing. For more information about grouping, see Group maintenance. You can also filter the displayed requests by a specific configuration group. Select a configuration group from the dropdown list of all group IDs in IEE.

  4. Click Apply.