The Optimization Report provides a site-level equipment report to view equipment information in an easy-to-use Excel format. The report includes a summary page that lists the included equipment and its corresponding scores. The equipment on the summary page is hyperlinked to separate tabs for each piece of equipment and includes all sensors and the corresponding time-series data in 15-minute increments.

When setting up the Optimization Report, you can configure the column display order for the sensors for each equipment/system by reordering the sensor list using the arrows. Conditional formatting can be applied to any sensor.

Creating an Optimization Report

1. From the Mega Navigation, select Reporting.
2. On the Reports dashboard, select Actions > New Report.
3. Select the Report Type drop-down and select Optimization Report.
4. Complete the following fields:
   • Time Range: Select the time range for the report or select Custom Date.
     • Previous 24 Hours (default value)
     • Previous 7 Days
     • Previous 14 Days
     • Custom Date: Select or enter the starting and ending dates.
   • Client: Select the client.
   • Site: Select the site.
   • Equipment Type (optional): Select one or more equipment types or select All to include all equipment types.
   • Equipment: Select one or more pieces of equipment or select All to include all equipment. The Equipment field is required if you do not select any systems. There is a limit of up to 255 pieces of equipment that can be selected.
   • System: Select one or more systems or select All to include all systems. The System field is required if you do not select any equipment.
5. On the right side of the setup screen, select the equipment/system tab and select at least one sensor (required) to include on the report.
6. For each equipment/system, select the horizontal tab to:
   1. Reorder the sensor list for the report's column display order. Select the sensor and then use the up/down arrows to move the sensor on the list.
   2. Apply conditional formatting to any sensor. You can enter more than one conditional format by selecting the Add icon. 
      1. Select the sensor and then select the format to apply. (Between, Equals, Greater Than, Less Than)
      2. Enter the Value(s).
      3. Select the formatting.
   3. Add an external sensor to the list of sensors.
      1. Select the Add icon to the right of the sensor search field.
      2. In the External Sensor pop-up window, select the Site, Entity, and then select one or more External Sensors.
      3. Select Add.
7. Select Save.
8. The Excel file is generated and automatically opens on your computer.