Summary by Commodity

Report-04 has pie charts and a data table of commodity use and cost. By default, this is a one-page summary report. You can report on your entire organization or a subset of your database by using a topmost or meter group. This report may be a good starting place when you need an executive summary report.


  • 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.


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

Set your filters

  1. Choose the type of data you want in your report with the Data type.
    • Billing Period Data uses the raw billing data as received from the utility vendor. Billing period data is better when working with accounting functions or charging departments for their portion of bill.
    • Calendarized data is more representative of monthly use and cost. For year-over-year COST comparisons use calendarized data.
    • Normalized is best when comparing USE year-over-year because it removes weather 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, Building group, or Commodity.

Other filters to consider

  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 building/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 building and have one chart or data table per building 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.