The Generate Reports tool allows you to create various types of customer reports independent of an incident. You can select a device or a group of devices and generate a list of associated customers. Use this functionality to create a list of customers for planned outage notification.
- You can use a selected set of features in ArcMap or select a single feature. To use a selected set, first select the desired features in ArcMap.
- In Responder Explorer, click Generate Reports
. The Reports window opens.
- Select a Report Type of Customer List.
- Select the Output type:
- Excel: Creates an Excel spreadsheet (.xls).
Note: If you select Excel and are creating multiple reports, you must close the previous report (or save it with another file name) before creating another.
- Browser: Creates an HTML page.
- Select the method to use to compile the customer list:
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Downstream Trace: Select a single device and compile a list of all customers downstream. You can select a device on the map using the Select Device button. You can also select a Facility Type and enter an ID.
Note: The ID value searches a field on the feature with the FACILITYID field model name assigned. If the FACILITYID field model name is not assigned, it searches the ObjectID field.
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ArcMap Selection: Select this option if you have a selected set in ArcMap to use when compiling a list of customers. This option creates a list of customers connected to the devices in your selected set.
- Select the types of Customers to include in the list: Critical, Priority, Multiphase, Other, Disconnected, or All.
Note: The Other phase returns a list of all non-critical, single-phase customers.
- Click Generate to create the report.
