Other report settings

You can create reports with chart templates, report financial or sustainability data, and define thresholds for reporting metrics. You can find the report types in My Reports.

Creating chart templates
Chart templates define a layout representation of a chart type. When a user selects a chart, the chart template is used to represent the chart.
Defining fiscal periods
You can define fiscal years, fiscal quarters, fiscal months, or custom fiscal periods. Fiscal periods are a type of classification record, which means they exist in a hierarchy and must be defined in relationship to other records. For example, before you create fiscal quarters, you must create the fiscal year.
Changing CTQ list names
You can change Critical to Quality (CTQ) list names. You can change the name of a list to a label.
Defining emission factors
You can calculate real estate environmental sustainability by evaluating energy emissions, waste emissions, and travel emissions. You define information that is specific to the type of emission to calculate the impact of the emission on the environment. For example, you can define meter types and waste types.
Processing federal XML reports
You use the Location XML Report form to generate a Federal XML report. You use the federal XML reporting to automate the process of retrieving federal data and producing the XML records that are needed for reporting.
Uploading financial data
You can capture financial summary data by downloading and uploading a spreadsheet that is configured as an offline content form.
Defining energy star ratings
You must define the file settings for the energy star rating so that an opportunity analysis process can determine the new energy star rating. The energy star rating is calculated from the current energy star rating and the energy consumption reduction.
Thresholds
Thresholds identify how to score metric values. Metrics are used in performance management, real estate environmental sustainability, and strategic facility planning.

Parent topic: Reporting in Maximo Real Estate and Facilities