Report-12
Visual Bill Audit
Report-12 helps you spot unusual trends in your utility data—whether it's abnormal usage, cost, or unit cost.
Report-12 includes:
- Trend line charts
These charts display patterns over time, making it easier to see if something looks off—like a sudden spike or drop in usage or cost. - Bill history
For each account or meter, the report can pull up to 59 months of historical bill data, giving you a long-term view for comparison. - Detailed data table
A table below the chart lists the most recent 13 months of bill. These are the bills used to generate the trend lines.
Why use this report?
- Spot billing error quickly.
- Investigate sudden changes in utility performance.
- Compare recent bills against long-term history for each meter or account.
Report-12 tip
This report is designed to visually audit current bills, you should either set the Billing period to a recent month, choose a recent Batch, or set the Bill entry date to see bills recently entered.
Set your filters for Report-12
- Active accounts only
Decide whether to include only active accounts.
If this filter is not applied, your report includes both active and inactive accounts. - Void bills
Include if you want a full audit history.
Exclude to focus only on valid financial activity. - Number of comparison years
This sets the number of historical years to use for comparison to the current bill. - Billing period
Select the billing period you want to review. - Limit the report to a subset of data
Set a filter such as Topmost place, Site group, or Commodity.
Other filters to consider for Report-12
- Cost
Reduce the size of the report by filtering out low-cost bills that may not need review.
Available filters for Report-12
Required filters
- Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
- Bill is void - If this filter is not included both void and not void are included.
- Number of comparison years - Number of historical years to use for comparison to the current bill.
Recommended filters
- Account number
- Batch
- Billing period
- Commodity
- Commodity category
- Cost
- Cost recovery
- Flag assigned to me
- Flag assignee
- Flag issue
- Flag status
- Flag type
- Flag unassigned
- Meter group - Lets you filter the report to a specific group of meters.
- 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.
- Vendor code
- Vendor name
Optional Filters
- Account name
- Accounting period
- Accounts in cost center code
- Accounts in cost center name
- Bill entered by
- Bill entry date
- Bill has been split
- Bill ID
- Bill import verified
- Bill is approved
- Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
- Exported to AP
- Exported to GL
- Held from accounting export
- Include accrual bills - if this filter is not included the report include accrual bills.
- Meters in site code
- Meters in site name
- Rate schedule
- Site group