Report-02

Ranking Report

Report-02 is a data table to help you identify abnormally high or low use, cost, average unit cost, etc. by ranking objects from high to low. The results help you to prioritize sites and meters that are good candidates for potential savings.

Use Group by to set what is ranked (what is on each row), a common option is either meter or site.

Filters used to create the sample Report-02 shown above.

Report-02 recommendations

When you are reporting on Cost Avoidance, remember to run Cost Avoidance -> Calculate Savings first.

Report-02 tip

For the ranking to be useful, be sure the objects are comparable (ranking all electric meters or all libraries). It might be helpful to create your own building or meter group and use the new group as a filter.

Set your filters for Report-02

1. In the Data type field, choose the data set you want to use for the report.
    

   Data set	When to use it	Why it helps
   Billing Period	Accounting, chargebacks, or any task that needs the exact bill dates	Uses the raw start and end dates from the utility bill
   Calendarized	Month-to-month or year-over-year cost analysis	Spreads each bill across true calendar months so totals line up with financial periods
   Normalized	Year-over-year usage analysis	Adjusts energy use for weather, removing temperature as a variable

2. Group by
   Choose what each row in your report represents. TIP: A common choice is site.
3. Include account charges
   Check this option if you want to include account level charges (like one-time fees or recurring service charges) in the report.
   These charges are not tied to use or demand, so they show up separately from use-based costs.
4. Order by
   Choose how to sort the report rows:
   Name or code – sorts alphabetically.
   Value – sorts by the value selected in Rank by (highest to lowest).

5. Rank by
   Select the metric to rank your data by.

6. Date range or Accounting period
   Set the time frame for your report, if not used, all billing periods are included.
   - Use Date range to select a calendar-based window.
   - Use Account period if you want to align with your organization's financial periods. Note: You must use billing period data with this option.

Other filters to consider for Report-02

1. Commodity category
   Use this filter to view granular commodity data. 
   Helps break down charts and tables by specific utility types.
2. Active accounts only
   Decide whether to include only active accounts.
   If this filter is not applied, your report includes both active and inactive accounts.
3. Void bills
   Include if you want a full audit history.
   Exclude to focus only on valid financial activity.

Example filters for Report-02

Identify extreme average unit cost for a meter.