Report-10

Two-Year Comparison

Report-10 is a data table and bar chart that ranks objects AND compare two years of data. The end period entered is used to determine the two-year period.

Recommendations

  • The filter Group by determines the objects on each row, a common option is building.
  • If you use chargebacks, remember to use the appropriate Topmost place or Topmost cost center to avoid double counting use or cost.

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 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 of the two year period.
  3. Decide the objects on each row with the filter Group by.
  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 sets the number of months for each column. Enter 3 for a quarterly report or 12 for a full year report.
  6. Set the Value.

Other filters to consider

  1. Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
  2. Include or not include void bills?

Example

This set of filters creates a 2 year cost comparison report of buildings for the years 2019 and 2020 using calendarized data.