Report-11

Bill Transfer Format (Excel only)

This report exports detailed bill data to an Excel file with minimal formatting. It's designed to make the data easy to use in tools like Excel or for further transformation.

Key Features

Detailed data: Includes all the bill-level information (e.g., account, vendor, amounts, dates).
Plain format: No special styles or formatting — ideal for custom use cases like:
- Filtering
- Pivot tables
- Uploading into third-party tools

⚠️ Important Notes

Not import-ready: This file does not match EnergyCAP’s UtilityManagement bill format.
You cannot use it to import bills back into EnergyCAP.
Think of it as an export-only tool — for reporting, analysis, or transferring data to other systems.

Report-11 recommendations

When you are reporting on Cost Avoidance, remember to run Cost Avoidance -> Calculate Savings first.

Report-11 tip

Want to create your own Excel report? This file can be used to create your own charts and tables.

When you select the filter Include quick check columns the following columns are added to your spreadsheet:

Meter serial number
Native unit cost (meter use unit)
Common (rollup) unit cost
Load factor %
Hours in BP
Due date
Statement date
Invoice number
Control code

When you select the filter Include bill attribute columns the following are added to your spreadsheet:

Use Per Day
Cost Per Day
Created Date
Created By
Modified By
Bill Note

Set your filters for Report-11

Display Codes, names, or both.
Set the Billing period or Accounting period.

Other filters to consider for Report-11

Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
Do you use Chargebacks and only want to see vendor bills? Or only see chargeback bills? Add the filter Bill is from external vendor, otherwise you see both chargeback and vendor bills in your report.
Include or not include void bills?