Cost Categories

Cost categories are labels that group your bill line types, such as demand charges, energy charges, and taxes, into broader buckets for reporting and analysis. By assigning your line types to categories, you control how billing costs are broken down when you use the Group by cost category filter in charts and dashboards.

For example, you might create categories like Energy, Demand, and Taxes so that stacked bar charts and trend comparisons show costs at that level rather than displaying every individual line type separately. 

Well-defined cost categories help you control how billing data appears in charts and reports. When categories are clear and consistent, it's easier to compare utility costs, spot trends, and report on costs.

How to edit cost categories

Updating cost categories is a two step process. 

1. Update the category labels in the application.
2. Download the spreadsheet and assign bill line types to categories.

To edit your cost category, go to Settings and select Cost Categories.

1. Review and update the default category labels.
2. Download the setup spreadsheet from the form, it is titled Cost Category Mappings.
3. Update the spreadsheet.
4. Upload the completed spreadsheet.

How long until I see the cost category changes?

It will take up to 24 hours for category changes to be processed.

Cost category example 

You can see your Cost Categories in the Trend Chart and Rolling Month Comparison widget. Include the Group by filter and select Cost Category. You can hover over the stacked bar or expand the widget to see more details.