Report-03
Setup Report (Excel only)
Report-03 is an Excel report providing a comprehensive list of all your objects in the application.
This Excel report gives you a complete list of your Utility Management objects in one place.
- Accounts
- Vendors
- Sites and site address
- Cost centers
- Meters (includes active and inactive meter status)
- Meter GL details
- Standard custom fields
Use this report to quickly spot missing or incorrect information across your utility data. Use this report to find all inactive meters.
Report-03 does not include billing information or bill dates.
Report-03 is available as: Excel
Any meters not linked to an account are not included in Report-03.
Set your filters for Report-03
- Limit to a subset of data
Set a filter such as Topmost place, Site group, or Commodity.
Example Report-03
An example report of all the active accounts for the City Hall building.
Set the filters to:
- Account = active
- Topmost place name = City Hall
Available filters for Report-03
Recommended filters for Report-03
- Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
- Accrual account - Select yes to include accrual accounts.
- Exclude account custom fields - For Report-03 this filter excludes the account custom fields from the report. Each custom field is a separate column in the report.
- Exclude meter custom fields - For Report-03 this filter excludes the meter custom fields from the report. Each custom field is a separate column in the report.
- Exclude place custom fields - For Report-03 this filter excludes the place custom fields from the report. Each custom field is a separate column in the report.
- Exclude vendor custom fields - For Report-03 this filter excludes the vendor custom fields from the report. Each custom field is a separate column in the report.
- Meter group - Filter for specific groups, to include all the group members do not set a topmost filter. You can combine with other filters if you want to refine your results.
- Site group - Filter for specific groups, to include all the group members do not set a topmost filter. You can combine with other filters if you want to refine your results.
- 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.
- Vendor code - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.
- Vendor name - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.
Optional filters for Report-03
- Account name - Filter to one or more accounts. This filter is not compatible with topmost or group filters.
- Account number - Filter to one or more accounts. This filter is not compatible with topmost or group filters.
- Accounts in cost center code - Use this filter to include accounts directly under one or more cost centers.
- Accounts in cost center name - Use this filter to include accounts directly under one or more cost centers.
- Commodity - Select one or more commodities. This filter is not compatible with the commodity category filter.
- Floor area - Filter to your desired floor area. To include all results do not set a topmost, group, or other filters.
- GL code - For Report-03 this filters to one or more GL codes you want to report on. To include all results do no set a topmost, group, or other filters.
- Meter code - Filter to one or more meters. This filter is not compatible with topmost filters.
- Meter name - Filter to one or more meters. This filter is not compatible with topmost filters.
- Meter serial number - Filter by one or more meters. To include all results do not set a topmost, group, or other filters.
- Meters in site code - Filter to include meters directly under one or more sites. To see all the meters at a certain level in your hierarchy us the topmost place filter. This filter is not compatible with other topmost or group filters.
- Meters in site name - Filter to include meters directly under one or more sites. To see all the meters at a certain level in your hierarchy us the topmost place filter. This filter is not compatible with other topmost or group filter.