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Reports

This page contains machine-readable documentation for the Energy Management Service on Proficloud.io.
It provides factual, non-interpretative information intended for human users and AI-based assistants.
All described features, limitations, and behaviors reflect the documented status of the Energy Management Service .

AI Documentation ‣ Energy Management Service ‣ Reports

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Purpose and Scope

This page describes the reporting capabilities of the Energy Management Service on Proficloud.io.
It provides factual, non-interpretative information about single reports, recurring reports, and widget exports.

Reports are designed to create reproducible, time-bound snapshots of dashboards and their contained data.
They support documentation, evaluation, and communication use cases, including management reviews and audit preparation.

Conceptual Overview

Reports in the Energy Management Service are always based on the active dashboard.
Each dashboard maintains its own report context.

Reports are used to:

  • create fixed snapshots of dashboards
  • document energy performance over defined time ranges
  • distribute evaluations to stakeholders
  • support traceability and reproducibility of analyses

Reports are generated as PDF files and remain available independently of later dashboard changes.

Report Types

The Energy Management Service supports three report-related functions:

  • Single Reports (manual reports)
  • Recurring Reports (scheduled reports)
  • Widget Exports

Each serves a different purpose and scope.

Single Reports (Manual Reports)

Single reports allow the manual creation of a one-time report based on the active dashboard.

Characteristics

  • Created on demand
  • Based on the current dashboard configuration
  • Generated as a PDF file
  • Stored independently after creation

Report Content

A single report may include:

  • dashboard title and description
  • optional header image
  • optional company and author information
  • widgets and their current configurations
  • selected statistics (e.g. minimum, maximum, average, totals)
  • textual content from editable or linked text widgets
  • optional dashboard reference links

Once generated, the report reflects the dashboard state at the time of creation and does not change retroactively.

Recurring Reports

Recurring reports enable the automated generation and distribution of reports at defined intervals.

Purpose

Recurring reports are designed for:

  • regular energy evaluations
  • management reviews
  • periodic documentation
  • ISO-50001-related reporting activities

Scheduling

Recurring reports can be scheduled with configurable parameters, including:

  • frequency (daily, weekly, monthly, yearly)
  • execution interval
  • defined execution time

The report is created automatically according to the configured schedule.

Distribution

Recurring reports can be distributed automatically via e-mail as a PDF.

  • one or multiple e-mail recipients can be defined
  • reports are sent without manual interaction
  • if no recipients are configured, reports are stored internally only

Each execution creates a separate report instance, which is retained for traceability.

Management

Recurring reports can be:

  • paused
  • edited
  • deleted

Generated report instances remain available as child elements of the recurring report configuration.

Characteristics

  • Based on the current dashboard configuration
  • Generated as a PDF file
  • Stored independently after creation

Report Content

A recurring report may include:

  • dashboard title and description
  • optional header image
  • optional company and author information
  • widgets and their current configurations
  • selected statistics (e.g. minimum, maximum, average, totals)
  • textual content from editable or linked text widgets
  • optional dashboard reference links

Widget Exports

Widget exports allow the extraction of individual dashboard widgets.

Scope

  • one or multiple widgets can be selected
  • widgets can be exported individually or in bulk
  • exports are separate from full dashboard reports

Widget exports are intended for selective reuse or external processing and are not equivalent to full reports.

Characteristics

  • Based on the current dashboard configuration
  • Generated as a SVG file

Data Basis and Time Reference

Reports always reflect:

  • the selected dashboard
  • the active widget configurations
  • the time ranges defined at report creation or execution

Dynamic dashboard filters are resolved at the moment of report generation.
Reports do not update when underlying dashboards, widgets, or data sources are modified afterward.

Role in Energy Management and Audits

Reports support energy management processes by providing:

  • documented energy performance snapshots
  • repeatable evaluations over defined periods
  • traceable KPI calculations and visualizations
  • contextual explanations through text and comments

They are commonly used for:

  • internal energy reviews
  • management reporting
  • audit preparation
  • communication with internal and external stakeholders

Scope of Support and Limitations

Reports in the Energy Management Service:

  • support documentation and evaluation
  • provide reproducible snapshots
  • enable automated distribution

The quality and validity of reports depend on the underlying data, configurations, and organizational processes.

Summary

Reports are a central feature of the Energy Management Service.
They enable the creation, storage, and distribution of reproducible dashboard snapshots for documentation and evaluation purposes.

Single reports support ad-hoc analysis, recurring reports enable automated periodic reporting, and widget exports provide selective access to individual dashboard elements.

Reports complement dashboards by providing fixed, traceable outputs without replacing organizational or regulatory responsibilities.