Running Reports

Generate, download, and schedule recurring reports in UMS — covering agreements, consumption, invoices, gaps, connections, and brokerage revenue.

UMS provides 14 pre-built reports covering agreements, consumption, invoices, and connections.

Selecting a report

Navigate to the Reports page from the sidebar.

Each report card shows:

• Report name and description
• Parameters Required badge (if the report needs configuration)
• Run button — Generate the report immediately
• Schedule button — Set up recurring generation

Running a report

1. Find the report you need

   Locate the report you want to run on the Reports page.

2. Click Run

   Click Run on the report card.

3. Configure parameters

   If the report requires parameters, a configuration form appears:

   • Date range — Start and end dates for the report period
   • Accounts — Filter to specific accounts
   • Connections — Filter to specific meter connections
4. Generate the report

   Click Generate to start the report. The report runs in the background.

5. Wait for the notification

   You receive a notification when it is ready.

Downloading results

1. Open the report history

   Click View Report History or the View History button in the top-right.

2. Find your report

   Find your report in the history list.

3. Download the file

   Click Download to get the report file (CSV or ZIP).

Available reports

Report	What it shows
Agreement Expiry Report	Connections with agreements expiring in a specified timeframe
Bulk Consumption Export	Consumption data across multiple meters with time aggregation
Connections With No Active Agreement	Connections missing a current energy agreement
Connections With No Retail Accounts	Connections without active retail accounts
Connections With No Sites	Connections not linked to any site
Electricity Consumption Report	Electricity usage statistics per connection
Gas Consumption Report	Gas usage statistics per connection
Invoice Batch Export	ZIP of all invoices (CSV + PDFs) for an account and date range
Invoice Gap Report	Missing invoices detected per retail account
Invoice Report	Invoice summary over a period for specific accounts
Metering and Energy Agreement End Date Report	Agreement end dates grouped by connection
Monthly Spend Accrual Report	Monthly spend with projections for incomplete months
Retail Account Transfer Report	Retail accounts in transfer or pending states
Water Consumption Report	Water usage statistics per connection

Scheduling a report

1. Open the schedule dialog

   Click Schedule on any report card.

2. Configure the schedule

   • Frequency — How often to run (for example, weekly, monthly)
   • Parameters — Pre-configure the report filters
3. Save

   Scheduled reports run automatically and deliver results via notification.