STCs Report - AU Only

Overview

This report displays the number and value of Small-scale Technology Certificates (STCs) and, if applicable, Victorian Energy Efficiency Certificates (VEECs) collected in the specified date range.

If you haven't set up STCs, learn more in How to Set Up STCs - AU Only.

Learn about other Sales reports in Sales Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the STCs report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Sales > STCs.
  3. Select the Date Range.
  4. You can filter the report for Business Groups, Cost Centre, a specific Customer or Site, Customer Group, Customer Profile, Salesperson, Project Manager, Project Tags, Customer Tags, Project Status, Assigned Technician and a specific Job Number.
  5. Under Display, select whether you wish to view the report as a:
    • Summary, which only shows the total amounts of STCs and VEECs.
    • Breakdown, which also displays job, customer and site details in addition to the STCs and VEECs totals.
  6. Click Search.

You can use the following filters in the report:

Date Range Select the date range for payment of STCs or VEECs.

Business Groups

Select a business group to filter by projects for all cost centres belonging to that group.
Cost Centre Select to filter for specific cost centres.
Customer Search for a specific customer or contract to filter by projects for that customer or contract.
Site Search for a specific site to filter by projects for that site.
Customer Group Filter for projects associated with a customer with a specific customer group.
Customer Profile Filter for projects associated with customers with a specific customer profile.
Salesperson Filter for projects with a specific salesperson.
Project Manager Filter for projects with a specific project manager.
Project Tags Select a project tag to view projects with that tag.
Customer Tags Select a customer tag to view projects associated with customers with that tag.
Project Status Select a status code to view projects with that status.
Assigned Technician Filter for projects with a specific assigned technician.
Job Number Search for a specific job number to view that job.
Display

Select:

  • Breakdown to view a breakdown of individual jobs that STCs were claimed on
  • Summary to view a total number view of results.

The following columns are displayed in the summary view of the report:

Total STCs The total number of STCs applied to jobs.
STCs Value The total value of STCs added to jobs.
Total VEECs The total number of VEECs applied to jobs.
VEECs Value The total value of VEECs added to jobs.
Total Energy Credits The value of all energy credits.

The following columns are displayed in the breakdown view of the report:

Job No. The job number that the STCs / VEECs were used on. Click to open the job.
Customer Name Click to open the customer card file.
Site Name The name of the site on the job. Click to open the site card file.
Total STCs The total number of STCs applied to jobs.
STCs Value The total value of STCs added to jobs.
Total VEECs The total number of VEECs applied to jobs.
VEECs Value The total value of VEECs added to jobs.
Total Energy Credits The value of all energy credits.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.