Reports

Run pre-built UMS reports on demand or schedule them for recurring email delivery — consumption, invoices, agreements, billing gaps, connections, and more.

The Reports module provides a library of pre-built reports that you can run on demand or schedule for recurring delivery.

Quick actions

At the top of the Reports page:

• View Report History — See previously generated reports and download their results
• Schedule Management — Manage recurring report schedules (coming soon)

Top-right buttons:

• Refresh — Reload the reports list
• View History — Jump to report execution history

Available reports

There are 14 available reports, each with a description and Run / Schedule buttons:

Report	Description
Agreement Expiry Report	Summarises agreement connections pending expiry within a specified timeframe
Bulk Consumption Export Report	Exports consumption data with time aggregation for multiple meters
Connections With No Active Agreement Report	Identifies connections without a current energy retail agreement
Connections With No Retail Accounts Report	Identifies connections without active retail accounts
Connections With No Sites Report	Identifies connections not linked to any site
Electricity Consumption Report	Electricity consumption statistics per connection over a period
Gas Consumption Report	Natural gas and LPG consumption statistics per connection over a period
Invoice Batch Export	Generates a ZIP file with CSV and PDF documents for a selected account and date range
Invoice Gap Report	Detects invoice gaps per retail account and connection
Invoice Report	Summarises invoices issued over a period for specific accounts
Metering and Energy Agreement End Date Report	End dates for energy and metering agreements grouped by connection
Monthly Spend Accrual Report	Monthly spend with accrual projection for incomplete months per connection
Retail Account Transfer Report	Retail accounts in transfer or pending states requiring action
Water Consumption Report	Water consumption statistics per connection over a period

Running a report

1. Find the report you need

   Locate the report in the list of available reports.

2. Click Run

   If the report requires parameters, a form will appear asking for date ranges, accounts, or other filters.

3. Wait for generation

   The report generates in the background.

4. Download the result

   You will receive a notification when it is ready to download.

Scheduling a report

Click Schedule on any report to set up recurring generation (for example, weekly or monthly). Completed reports are delivered via notification.