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

  1. 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.