> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/reports/reports-list.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=0ab4a2deeaacc0d7f147deda98f363c4" alt="Reports page listing available reports in UMS" width="1440" height="900" data-path="images/reports/reports-list.png" />
</Frame>

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

<Steps>
  <Step title="Find the report you need">
    Locate the report you want to run on the Reports page.
  </Step>

  <Step title="Click Run">
    Click **Run** on the report card.
  </Step>

  <Step title="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
  </Step>

  <Step title="Generate the report">
    Click **Generate** to start the report. The report runs in the background.
  </Step>

  <Step title="Wait for the notification">
    You receive a **notification** when it is ready.
  </Step>
</Steps>

## Downloading results

<Steps>
  <Step title="Open the report history">
    Click **View Report History** or the **View History** button in the top-right.
  </Step>

  <Step title="Find your report">
    Find your report in the history list.
  </Step>

  <Step title="Download the file">
    Click **Download** to get the report file (CSV or ZIP).
  </Step>
</Steps>

## 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

<Steps>
  <Step title="Open the schedule dialog">
    Click **Schedule** on any report card.
  </Step>

  <Step title="Configure the schedule">
    * **Frequency** — How often to run (for example, weekly, monthly)
    * **Parameters** — Pre-configure the report filters
  </Step>

  <Step title="Save">
    Scheduled reports run automatically and deliver results via notification.
  </Step>
</Steps>