Report-04

Summary by Commodity

Report-04 provides a one-page snapshot of utility use and cost, broken down by commodity type. Use the filter Group by to have one page per object, instead of a one page summary.

You'll see two main sections in report-04:

  • Pie charts that give you a quick visual summary of how each commodity contributes to the total usage and cost.
  • A data table that displays the exact values for each commodity, so you can review the numbers behind the visuals.

This report helps you:

  • Report-04 helps you to understand how different utilities contribute to overall consumption and spending.
  • Quickly spot which commodities have the biggest impact.
  • Compare use and cost at a glance.

For example, if electricity accounts for 70% of your total cost, that insight might guide budgeting or efficiency projects.

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.

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.

Available filters for Report-04

Required filters for Report-04

  • Data type - You can select calendarized, billing period, or normalized.
  • Include account charges - Account charges are separate from meter charges and not used in calculating unit cost. (For example, late fees, connection charges, or deposits)

Recommended filters for Report-04

  • Accounting period - For Report-04 if you don't select an accounting period or billing period, all billing periods are included.
  • Date range - For Report-04 if you don't select a billing period, all billing periods are included.
  • Display by category
  • 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.

Optional filters for Report-04

  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
  • 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.Bill is from external vendor.
  • Bill ID
  • Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
  • Bill is void - If this filter is not included both void and not void are included.
  • Commodity
  • Group by
  • Include accrual bills - If this filter is not included the report include accrual bills.
  • Meters in site code
  • Meters in site name
  • Vendor code
  • Vendor name

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.