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 filter is used to determine the two-year reporting period.

Report-10 recommendations

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

Report-10 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 for Report-10

  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. End period.
    This sets the end of the two year period.
  3. Group by
    Decide the objects on each row with the filter.
  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. 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. Value
    Select what you want to report on.

Other filters to consider for Report-10

  1. Active accounts only
    Decide whether to include only active accounts.
    If this filter is not applied, your report includes both active and inactive accounts.
  2. Void bills
    Include if you want a full audit history.
    Exclude to focus only on valid financial activity.

Example filters for Report-10

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

Available filters for Report-10

Required filters for Report-10

  • Data type - Can be calendarized, billing period, or normalized.
  • End period - This sets the end period for the report.
  • Group by - This determines what is on each row in your report (commodity, buildings, meter).
  • 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) - Select the number of months for the report.
  • Value - Select the value to report on.

Recommended filters for Report-10

  • 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-10

  • Account code
  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
  • Account name
  • 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
  • Cost center code
  • Cost center name
  • Include accrual bills
  • Meter code
  • Meter name
  • Site code
  • Site name
  • Vendor code
  • Vendor name