Report-08

Monthly Trends—One Page per Year

Report-08 is a line chart (with data table) helps you compare multiple objects (meters, buildings, etc.) in the same year. For example, a line chart with a line for each electric meter for the year 2021.

Report-01 vs Report-08

These reports may look similar, but they focus on different comparisons:

  • Report-01 compares multiple years for one objects
    Example: A site's total commodity cost for 2015 to 2020.
  • Report-08 compares multiple objects for one year
    Example: Several sites' monthly commodity cost for 2020

Report-08 recommendations

  • When you are reporting on Cost Avoidance, remember to run Cost Avoidance -> Calculate Savings first.
  • If you use chargebacks, remember to use the appropriate Topmost place or Topmost cost center to avoid double counting use or cost.

Report-08 tip

Use the filter Group by to set what each chart line represents. It many be necessary to set a filter for a topmost or group to limit the number of lines in the chart.

Set your filters for Report-08

  1. Choose the type of data you want in your report with the 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. First month
    Set the month you want the report to start with.
  3. roup by
    Decide what each chart line represents. It may be helpful to set a topmost or group to limit the number of lines on the chart.
  4. Include account charges
    Decide whether to include one-time or periodic charges.
    These are not linked to use or demand on the bill.
  5. Value
    Select the value you want to report on.
  6. Date range
    Try using prior year or prior 12 months so you don't have to reset this filter when using subscriptions or distributions.

Other filters to consider for Report-08

  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.

Configured Report-08 options

Report-08 is flexible and has many options available to configure. To help you be successful two configured reports are available to help get you started.

Each report has its own preset filters and instructions.