System administrators of Envizi can set your organization's preferences for reporting and dashboards.

These settings are used to determine how data is presented in reports and dashboards,

If you are a system administrator you will find Reporting and Dashboard Preferences in the main menu Admin menu.

Financial Reporting Preferences

You can set your financial year.

You can set your baseline year to use for performance comparisons. You set this by entering the last month and the year of your baseline year.

If your organization operates in more than one country then you can set the currency exchange policy you want to follow in reports and dashboards (single or historical).

Unit of Measure Preferences

You can set the units of measure your organization prefers to use as a default for reporting and dashboards. If you do not set a measure then Envizi's default units will be used.

Utility Unit of Measure Preferences

You can select the units of measure your organization prefers to use for gadgets showing aggregated consumption for Electricity, Natural Gas and Water. If you do not set a measure then Envizi's default units will be used; these are kWh, GJ and m3 respectively.

Dashboard Preferences

You should set how you want dashboards to behave.

Reporting Preferences

if your organization has specific limitations or requirements for receiving attachments, you should set your preferences.

Normalization Preferences

If your organization uses Envizi's weather normalization (expected values) feature, you will need to set parameters required for the calculation of those values.