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 UtilityManagement objects in one place.

  • Accounts
  • Vendors
  • Cost centers
  • Meters
  • Meter GL details
  • Standard custom fields

Use this report to quickly spot missing or incorrect information across your utility data.

Any meters not linked to an account are not included in Report-03.

Set your filters for Report-03

  1. Limit to a subset of data
    Set a filter such as Topmost place, Site group, or Commodity.

Example Report-03

A report of all the active accounts for the City Hall building.

Available filters for Report-03

Recommended filters

  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
  • Accrual account
  • 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 - 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.
  • Vendor code
  • Vendor name

Optional Filters

  • Account name
  • Account number
  • 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
  • Floor area
  • 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
  • Meter name
  • Meter serial number
  • Meters in site code
  • Meters in site name