User Guide (ENG 🇬🇧)

First steps

• Getting started with your Energiency application
• Welcome to Energiency !
• Home Page

Dashboards

• Create a dashboard
• View a dashboard
• Edit a dashboard
• Delete a dashboard
• Transform a dashboard into a model
• Transform a dashboard into a report template

Widgets

• Create a widget
• Move a widget
• Resize a widget
• Duplicate a widget
• Delete a widget
• List of widgets

Reports

• Create a report
• View a report
• Edit a report

Alerts

• Create an alert
• View an alert
• Edit an alert
• Delete an alert

Action plans

• Create an action
• Evaluate an action
• Evaluation calculation method (savings and trend)
• View an action
• Edit an action
• Delete an action

Tasks

• Create a task
• View a task
• Edit a task
• Delete a task

Meters

• Create a meter
• View a meter
• Edit a meter
• Delete a meter

Formulas

• Logical expressions
• Mathematical functions
• Statistics functions
• Time functions
• Scientific functions

Imports

• Create an import
• View an import

Import alerts

• Create an import alert
• View an import alert
• Edit an import alert
• Delete an import alert

Users

• Configure your external authentication settings to manage users and rights and connection
• Create a user
• Create a user group
• Edit a user group
• Grant rights to a user
• View a user

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Documents

• Create a document
• View a document
• Delete a document