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Standard Report Types |
  
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Standard Report Types |
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Within EnergySteward.com there are two primary report types, "Adhoc" reports and "Standard" reports. Standard reports are those reports which are predefined within the EnergySteward.com application that are typically recognized as a key intra or inter correspondence item. Standard report items will have automated faxing and email capabilities.
These screens provide for the setup of 'Standard Report Types' for contracts.
The screen shot below shows the initial screen which lists out your available address types:
Add Contract Standard Report Type (button) - Click this button to add a new standard report type. *** Please note, these standard report types are typically done by EnergySteward.com system personnel, as these reports are configured in advance for automated emailing and faxing.
View/Edit Grid Button (pencil) - Click this next to the applicable contract standard report type in order to change the information about this type.
Delete Grid Button (red x) - Click this next to the applicable contract standard report type that you want to permanently delete. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
Standard Report Type Name - This can be any name for the standard report type which you want to define. It is suggested that you make this name relatively descriptive for the standard report type in question. *** This name should only be modified by EnergySteward.com personnel.
Notes - This is required and should just be a brief description for the standard report type.
Is Standard Report Type Available (checkbox) - If checked, then this standard report type is considered active and will therefore show up in the pull down list boxes when setting up standard reports. If unchecked then historical standard reports information is maintained BUT when assigning new standard reports to contracts, the item will be unavailable (will not show up in the pull down list box).