Report-06

Year-over-Year Comparison

Report-06 is a data table (no chart) comparing use, demand, cost, and more for meters, buildings, etc. for up to five years. Results are sorted alphabetically. The percentage change is provided for the two most recent years.

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.

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

  1. Choose the type of data you want in your report with the filter 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. Set your End period. This sets the end month for the report.
  3. Group by determines what is on each row. TIP: A common selection is Place Type - Building; this creates a report with the buildings 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

  1. Do you want to include all the Commodities, one, or a select few? If you don't add this filter, all the commodities are in your report. Use the Commodity category filter to view 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?

Example

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