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 is available as: PDF, Excel

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

  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.
  3. Number of comparison years
    This sets the number of historical years to use for comparison to the current bill.
  4. Billing period
    Select the billing period you want to review.
  5. 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

  1. 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 activeIf 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 yearsNumber of historical years to use for comparison to the current bill.

Recommended filters

  • Account number - Filter for one or more accounts. This filter is not compatible with topmost or group filters.
  • Batch - For Report-12 it’s recommended to select a recent month, batch, or set the bill entry date to bills that were recently entered.
  • Billing period - For Report-12 it’s recommended to select a recent month, batch, or set the bill entry date to bills that were recently entered.
  • Commodity - Select one or more commodities. This filter is not compatible with Commodity category.
  • Commodity category - Select one or more Commodity categories. This filter is not compatible with the commodity filter.
  • Cost - Filter to one or more bills based on cost. To see all the bills, do not set a topmost, date range, or other specific filters.
  • Cost recovery - Filter to bills with the cost recovery amount within the specified range. TIP: You track savings for each bill with the cost recovery option of a bill flag.
  • Flag assigned to me - Select yes or no.
  • Flag assignee - Filter for bills with specific flag assignees. To include all the matching bills do not set filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results.
  • Flag issue - Filter for bills with one or more flag issues. To include all the matching bills do not set filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results. This filter is incompatible with Flag type.
  • Flag status - Filter for bills with a specific flag status. To include all the matching bills do not set other filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results.
  • Flag type - Filter for bills with one or more flag types. To include all the matching bills do not set filters such as Billing period, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results. This filter is incompatible with Flag issue.
  • Flag unassigned - Filter for bills where the flag is unassigned. To include all the matching bills do not set other filters such as Date range, Accounting period, or topmost filters. TIP: You can combine with other filters if you want to refine your results.
  • 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 -  Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.
  • Vendor name - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.

Optional Filters

  • Account name - Filter for one or more accounts. This filter is not compatible with topmost or group filters.
  • Accounting period - Filter to one or more accounting periods. This filter is not compatible with the date range filter.
  • Accounts in cost center code - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
  • Accounts in cost center name - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters. 
  • Bill entered by - Filter to one or more bills. To see all the bills do not set a topmost, Date range, or other specific filters.
  • Bill entry date - Filter to one or more bills. To see all the bills do not set a topmost, Date range, or other specific filters.
  • Bill has been split - Bill splits are configured on the account. This type of chargeback splits the entire bill to destination meters.
  • Bill ID - Filter for specific bills, to include all the bills do not set a topmost or group filter. TIP: You can combine with other filters if you want to refine your results.
  • Bill import verified  - deprecated filter.
  • Bill is approved - Select approved or not approved bills to include in the report.
  • 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 - Select yes or no.
  • Exported to GL - Select yes or no.
  • Held from accounting export - Select yes or no.
  • Include accrual bills - if this filter is not included the report include accrual bills.
  • Meters in site code - Filter to include meters directly under one or more sites. TIP: To see all the meters at a certain level in your hierarchy use the Topmost place filter. This filter is not compatible with other topmost or group filters.
  • Meters in site name - Filter to include meters directly under one or more sites. TIP: To see all the meters at a certain level in your hierarchy use the Topmost place filter. This filter is not compatible with other topmost or group filters.
  • Rate schedule - Filter to one or more rate schedules, to see all results do not include a topmost or group filter. TIP: You can combine with a topmost filter to further refine your results.
  • Site group - Filter for specific groups, to include all the group members do not set a topmost filter. TIP: You can combine with other filters if you want to refine your results.