Report-04

Summary by Commodity

Report-04 gives you a one-page view of commodity use and cost with:

  • Pie charts for a quick visual breakdown.
  • A data table for exact numbers.

Filters used to create the sample report shown above.

Customize your view

  • Report on your entire organization or zoom in on a specific topmost place or meter group.
  • Use this report as an executive summary when you need high-level insights.

Report-04 recommendations

  • The Date range is typically a prior 12-month calendar or fiscal year.
  • If you use chargebacks, remember to use the appropriate Topmost place or Topmost cost center to avoid double counting use or cost.

Report-04 tip

Use the filter Group by to have one page per object.

Set your filters for Report-04

  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. Decide if you want to Include account charges. Account line item charges are one-time or periodic charges. A charge is typically assigned at the account level when it does not have a link or relation to the use or demand on the bill.
  3. Set a Date range or Account period, otherwise all billing period data is included.
  4. You can limit the report to a subset of data, set a filter such as Topmost place, Site group, or Commodity.

Other filters to consider for Report-04

  1. The Display by category lets you see more granular commodity data in charts and reports.
  2. Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
  3. Include or not include void bills?
  4. Do you want a report for each site/meter or a one-page executive summary report? Use the filter Group by to determine how many pages are in your report.
    • Without the filter Group by the report is a one page summary.
    • If you set the filter for a Topmost place to an organization you can group by sites and have one chart or data table per site for the specified topmost.

Configured Report-04 options

Report-04 is flexible and has many options available to configure. To help you be successful several configured reports are available to help get you started.

Each report version has its own preset filters and instructions.