Report-02

Ranking Report

Report-02 displays a data table that ranks objects—such as sites or meters—based on key metrics like: 

  • Usage
  • Cost
  • Average unit cost

The table lists the objects in descending order (highest to lowest) making it easier to identify top performers or outliers.

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.

Available filters for Report-02

Required filters for Report-02

  • Data type - You can select calendarized, billing period, or normalized.
  • Group by - For Report-02 the Group by filter determines what is on each row in your report (commodity, buildings, meter). TIP: A common choice is Place Type - Building; this creates a report that ranks the selected buildings (by what you select for Rank by.
  • Include account charges - Account charges are separate from meter charges and not used in calculating unit cost. (For example, late fees, connection charges, or deposits)
  • Order by - For Report-02 this filter sets how you want the rows ordered.
    Select name or code if you want to order your report alphabetically. Select value if you want the report ordered (highest to lowest) by the use or cost you selected for the Rank by filter.

  • Rank by - For Report-02 this sets the type of use or cost you want to report on. TIP: If you want to order by use or cost, select value for the Order by filter.

Recommended filters for Report-02

  • Accounting period - When you use the filter Accounting period you must set Data type to billing period data.
  • Date range - For the date range filter in report-02 if you don't select an Accounting period or Date range, all billing periods are included.
  • Meter group - Lets you filter the report to a specific group of meters.
  • Site group - Lets you filter the report to a specific group of sites.
  • Topmost cost center code - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
  • Topmost cost center name - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
  • Topmost place code - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.
  • Topmost place name - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.

Optional filters for Report-02

  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
  • Account name
  • Account number
  • Accounts in cost center code
  • Accounts in cost center name
  • Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
  • Bill is void - If this filter is not included both void and not void are included.
  • Commodity
  • Commodity category
  • Include accrual bills - If this filter is not included, the report include accrual bills.
  • Meter code
  • Meter name
  • Meters in site code
  • Meters in site name
  • Vendor code
  • Vendor name