Report-06

Year-over-Year Comparison

Report-06 recommendations

• Use the filter Group by equals Vendor to compare your use or cost per vendor.
• When you are reporting on Cost Avoidance, remember to run Cost Avoidance -> Calculate Savings first.
  

Report-06 tip

When comparing USE year-to-year you many want to use normalized for Data type because it removes weather as a variable.

When comparing COST it is recommended to use calendarized data for Data type because it gives a more accurate representation of cost by prorating it per day.

Set your filters for Report-06

1. Choose the type of data you want in your report with the filter Data type.

   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. End period
   Sets the end month for the report.
3. Group by
   Determines what is on each row. TIP: A common selection is Sites; this creates a report with the sites in alphabetical order.
4. 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.
5. Number of months set the months you want to report on. The months returned are based on the End Period filter.
6. Set the Number of years you want in the report.
7. Value is what is listed in each column.

Other filters to consider for Report-06

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. 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.

Example Report-06

A calendarized three year cost report of all the sites in the organization.

Available filters for Report-06

Required filters for Report-06

• Data type - Can be calendarized, billing period, or normalized.
• End month - For Report-06 three filters work together - End month, Number of months, and Number of years. These filters determine what data is in your report. Set the end month and year for the report.
• Group by - For Report-06 this determines what is on each row in your report (commodity, buildings, meter). TIP: A common selection is Place Type - Building; this creates a report with the buildings in alphabetical order.
• 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)
• Number of months (1-12) - For Report-06 this filter sets the number of months you want to report on. The actual months returned are based on the End month filter. For example, if you want to report on the last 6 months of the 2020 calendar year, set the End month to December 2020 and Number of months equal to 6.
• Number of years (2-5) - For Report-06 this filter sets the number of years you want (2, 3, 4 or 5) included in the report. The percentage change is only provided for the two most recent years.
• Value

Recommended filters for Report-06

• 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 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-06

• 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 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
• Commodity category
• Include accrual bills - if this filter is not included the report include accrual bills.
• Meter code
• Meter name
• Meters in site code
• Meters in site name
• Vendor code 
• Vendor name