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. Include account charges
    Decide whether to include one-time or periodic charges.
    These are not linked to use or demand on the bill.
  3. Date range or Account period
    If not set all billing period data is included.
  4. 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. Commodity category
    Use this filter to view granular commodity data. 
    Helps break down charts and tables by specific utility types.
  2. Active accounts only
    Decide whether to include only active accounts.
    If this filter is not applied, your report includes both active and inactive accounts.
  3. Void bills
    Include if you want a full audit history.
    Exclude to focus only on valid financial activity.
  4. Group by
    Controls how many pages are in your report
    • No Group by filter = One page executive summary.
    • Topmost place  = One chart or table per site or meter.
  5. Topmost place
    When set to a specific organization, and paired with Group by site, the report shows one chart or table per site under that organization.

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.