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Standard Reports |
  
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Standard Reports |
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Within EnergySteward.com you can have multiple standard reports. These standard reports can be differentiated by product and service AND can be setup to be different depending on the effective date. For example, gas (product) marketing (service) might use a specific report format in one year and a different report format the next year. These screens allow you to setup the various standard reports for the products and services defined.
The screen shot below shows the initial screen which lists out your existing standard reports:
Add Contract Standard Report (button) - Click this button to add a new standard report.
View/Edit Grid Button (pencil) - Click this next to the applicable contract standard report in order to change the information.
Delete Grid Button (red x) - Click this next to the applicable contract standard report that you want to permanently delete. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
Product Name - Select the applicable product which this report will be used against.
Service Name - Select the applicable service which this report will be used against.
Standard Report Type - Select the standard report type which identifies the type of standard report for this entry.
Effective From - This field allows you to setup a from date for when this specific standard report is to be used for the given product & service combination.
Effective Thru - This field allows you to setup a thru date for when this specific standard report is to be used for the given product & service combination.
Report - Select the specific report file which is to be used for this type of standard report representing contracts within the specified product and service.
An example for setting up standard reports for a 'Contract Brief' might be the following
Product Service Report File
Gas Marketing Contract Brief (01).rpt
Gas Pass Thru Contract Brief (02).rpt
Oil Marketing Contract Brief (01).rpt
Oil Pass Thru Contract Brief (02).rpt
When running automated 'Contract Brief' standard reports. All gas/marketing contract briefs will be formatted and run to the "Contract Brief (01).rpt" (report) specification. Any gas/pass thru will use a different report for the contract brief standard report. The oil product/service combinations will utilize the same reports for the contract brief, by service.